Question:
Created a new role, (copy of sold-to) I would like to prevent this role from being used as a sold-to or ship-to on a sales document unless that role gets created.
I know this can be done individually on the exclusion tab in the BP, but would like a systematic solution as too much work for users to set by partner. Is there a config setting or user exit?
Answer:
Hi mrsapman,
have you found a solution to this? I am having the same problem with additional ship-to parties downloaded from R/3 and I would like to prevent the users from having to select the excluded functions (all except ship-to) manually for each BP.
Thanks in advance.
Jeanine
Answer:
no, we changed direction and are moving to a portal solution and users won't be working via the crm gui.
My thought will be we use use state & zip to determine the sales org for leads, opportunities... documents. (any BP allowed)
Orders will only allow BP created in that sales org (true sold-to's, that we still will maintain from R/3) Portal users could create a BP (no sales area data) but an account would get qualified as a sold-to in R/3 before becoming a sold-to that could be used on a order.
we'll have different org rules by document type .... if this makes any sense to you.
Answer:
Hi Mrsapman,
thank you for the reply. I was hoping for a different answer, because we're not using portals yet. But your answer confirms what I was suspecting.
Kind regards
Jeanine