Data authorization requirements of items for Sales processes

This topic lists the item data authorization for the tasks that are considered as a part of the Sales processes.

Note

For the complete attributes' list, see Exceptions to attributes for business partners permissions.

Authorized Roles	Tasks	Secondary Attribute/Other Attribute	Permissions
Sales Support Administrator	Maintains item-sales data Maintains items – sales business partner data	Other Attribute Business Partner	An employee is allowed to view, use, modify all assigned items However, an employee can view and use assigned business partners for which the BP data for the item is updated or created.
	Creates and maintains catalogs	Other Attributes Catalog Business Partner	An employee is allowed to view, use, modify all assigned catalogs However, an employee can only view or use assigned items and business partners for which a catalog is updated /created. Catalog type = Sales
	Creates and maintains sales contracts Evaluates sales contracts (De-)activates sales contracts Terminates and/or delete sales contracts	Other Attributes Sales Contract Business Partner	An employee is allowed to view, use, modify all assigned sales contracts However, an employee can only view or use assigned items and business partners for which a contract is updated /created.
	Creates sales price books Monitors sales price books Creates and maintains price matrix	Other Attributes Sales Price Book Business Partner	An employee is allowed to view, use, modify all assigned sales price books However, an employee can only view or use assigned items and business partners for which a sales price book is updated /created. Price book type = Sales
	Creates and maintains sales quotes for goods or services Monitors sales quotes Processes sales quotes Registers confirm/lost quotes Cancels quotes Deletes quotes	Other Attributes Sales Quote Project Business Partner	An employee is allowed to view, use, modify all assigned sales quotes However, an employee can only view and use assigned items, projects and business partners for which a quote is updated /created.
	Copies BOM components to sales quotations	Other Attribute Sales Quote	An employee is allowed to modify all assigned sales quotes The employee can only copy assigned main items to sales quotations The employee authorized for the main item, can copy all the BOM components.
	Copies sales quotes to sales orders	Other Attributes Sales Quote Sales Order	An employee is allowed to copy all the quote lines of authorized quotes to authorized purchase orders However, an employee can only view/use assigned items on the copied order.
	Creates and maintains sales orders for goods or services Monitors sales orders (e.g. timely delivery) Changes prices after delivery Changes prices of invoice Lines Generates retrobilled price change advice Generates retrobilled sales orders	Other Attributes Sales Order Project Business Partner	An employee is allowed to view, use, modify all assigned sales orders An employee can generate retrobilled price change advice and sales orders for all assigned sales orders However, an employee can only view to or use assigned items, projects and business partners for which an (retrobilled) order is updated /created.
	Maintains item material content Maintains agreements for sales Maintains material base prices Maintains material actual prices	Other Attribute Business Partner	The employee can only view to or use assigned items and business partners for which material item data, agreements for sales, material base prices and material actual prices are updated /created.
	Creates and maintains terms and conditions line (if search attribute is item)	Other Attribute Business Partner	The employee can view or use assigned items and business partners for which the terms and conditions line are updated /created.
	Creates monitors and processes sales releases and schedules	NA	An employee is allowed to view and create sales schedules and releases but can only view or use authorized items
Account Manager / Sales Manager	Monitors items – sales data Monitor items – sales business partner data	Other Attribute Business Partner	An employee is allowed to view assigned items An employee is allowed to view the list of all business partners setup for the items The employee can view the item – sales business partner data for the item.