Implementing CRM Role Concept for External Services
Check current situation
Create a function block in the Customer Name Room. You can choose the supplied SAMPLE_INTERFACE_00001650 as the template. For us, it has proven itself, in the name of the new function block, the name BTE and the number of the template (here: 1650).
Very often the question then arises, does anything have to be prepared for the audit? As a rule, all of the company's own notes from previous years should be retrieved and combed through for information that was noted at the time during the discussions with the IT auditor. The IT auditor's findings and comments that show potential for improvement in IT-relevant processes or system settings are particularly essential. Furthermore, any reports by the auditor from the previous year should also be taken into account, in which deficiencies identified at that time were pointed out.
Basics SAP Authorizations including Fiori - Online Training
SAP delivers authorization objects for Records and Case Management, which you can use to control access to records, cases, documents, and incoming mail items for individual organizational units in your organizational plan in conjunction with corresponding Customizing settings. SAP delivers predefined roles that contain clearly defined authorizations for the respective task areas of the employees. Among other things, these roles also contain the authorization objects for Records Management and Case Management. You can use the roles as a template for your own roles and adapt them to your requirements.
Check to see if there are any corrective recommendations to follow for your release. We recommend that you run the SU24_AUTO_REPAIR correction report before executing the transaction SU25 (see tip 38, "Use the SU22 and SU24 transactions correctly"). If necessary, run this report in the old lease, but in any case before importing the new proposal values. Use the test mode of the report to look at possible corrections in advance. In addition, to ensure that you do not lose information with your upgrade work, you can write and release the data from the SU24 transaction on step 3 (customer table transport) in the SU25 transaction to a transport order. This way, a backup of your SU24 data is made. Now the upgrade work can begin. Warning: Do not perform step 1 (customer tables were initially filled), because this overwrites the USOBT_C and USOBX_C customer tables, i.e. the SU24 data, completely with the SAP suggestion values. However, you want to keep your SU24 data and add to the proposed changes for the new release!
Secure your go-live additionally with "Shortcut for SAP systems". You can assign necessary SAP authorizations quickly and easily directly in the system.
The AGR_RESET_ORG_LEVELS report allows you to reset these values for the role.
You can also filter multiple entries.