CRM authorization for opportunity module

Question: Dear experts,

I am facing an issue while defining authorization on Business Transaction (in CRM) specific for Opportunity.

I need to :

1) allow users to see "Opportunity" as an option in the locator combo.

2) allow users to see only those opportunties in which they are linked.

I have configured auth object CRM_ORD_OP (Own documents) to setup point 2. For setting up point 1, I realize that I have to configure auth object CRM_OPP. When I do so, the restrictions applied in CRM_ORD_OP are not used.

Any ideas, what I am doing wrong...

Thanks for your help,

Cheers,
Nishant

Answer:
Before starting with authorizations in CRM, I hope you have read the specific documentation on help.sap.com

There are several specific CRM related help topics on those issues, such as for


-Business partner security
-Product related security
-Marketing & Campaign management security
- Transaction Processing security (this is what YOU should read for your specific question!)

Authorizations within transaction processing follow typically a specific Authorization check FLOW!
If you know how this works, than you should be able to solve this question!

kind regards
_________________
Davy Pelssers
Independant SAP Consultant CRM/BW/Authorisations
pelssersdavy@hotmail.com

Answer:
All this is very well explained in chapter 5 of my Ebook !!

5. CRM specific Authorizations 87
5.1. Marketing and Campaign Management 87
5.1.1. Role for creating marketing plan and campaign 89
5.1.2. Restrictions made based on person responsible 95
5.1.3. Restrictions made based on Authorization Group 97
5.1.4. Restrictions made based on the Campaign Type 99
5.1.5. Set Restrictions for assigning Attribute Sets and Attributes 99
5.2. Business Partner Security 123
5.2.1. General role SAP_CRM_BUSINES_PARTNER 124
5.2.2. Restrictions for certain input fields based on Authorization Type 124
5.2.3. Restrictions for certain field groups 127
5.2.4. Restrictions based on Authorization Group 130
5.2.5. Restrictions for maintaining certain Business Partner Roles 132
5.2.6. Perform authorization checks for sales area related data for business partners. 132
5.3. Product Security 133
5.3.1. Relevant SAP Authorization objects 133
5.3.2. Product maintenance 134
5.4. Authorization check in Business Transactions 136
5.4.1. Relationship Business Transactions, Types and Categories 136
5.4.2. Process flow authorization check 149
5.4.3. Examples of the authorization assignment 151
5.4.5 Authorization Check at Field Level 153
5.5. Authorizations in E-commerce (Internet Sales) 155
5.5.1. Customizing settings for Internet Sales 156
5.5.2. User Administration 160
5.6. Interaction Center Winclient 174
5.6.1. Technical System Landscape 174
5.6.2. User Administration and authentication 175
5.6.3. Users Overview 175
5.6.4. Data synchronization between CRM system and other systems 176
5.6.5. Authorizations 176

kind regards
_________________
Davy Pelssers
Independant SAP Consultant CRM/BW/Authorisations
pelssersdavy@hotmail.com

Answer:
Hi Drago,
Could you please provide the links or the source itself to the EBook that u were telling us about?
your help will be greatly appreciated.
wincat.
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