Business partners specific authorization roles and levels in the Sales processes

The table explains the various roles that can be defined for the sales activities for Business Partner. The authorization levels defined for the associated attributes of all the Business Partners-related tasks are also listed.

Note
Customer Management
Authorized RolesTasksAssociated AttributesPermissions
Sales Support Administrator
  • Create and follow up on opportunities
Other Attributes:
  • Opportunity
  • Contact
  • Item
  • Sales Quotation
  • Sales Contract
  • Sales Order
  • Project
  • Project Contract
  • Purchase Order
  • Request for Quotations
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned opportunities
  • Use only assigned business partners
  • Use only assigned contacts
  • Use only assigned items
  • Use only assigned sales quotations
  • Use only assigned sales contracts
  • Use only assigned sales orders
  • Use only assigned projects
  • Use only assigned project contracts
  • Use only assigned purchase orders
  • Use only assigned request for quotations
  • Maintains customer data (Header, Sold-to and Ship-to role)
NA
  • Modify, use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, and financial customer group)
  • Maintain Item-Sales Data per business partner
Other Attribute:
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned items
  • Maintain or use sales catalogs
Other Attributes:
  • Catalog
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned catalogs (type = sales)
  • Use only assigned items
  • Create and maintain terms and conditions
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Create and maintain material pricing
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
Sales Manager / Account Manager
  • Follow up on opportunities
Other Objects:
  • Opportunity
  • Contact
  • Item
  • Sales Quotation
  • Sales Contract
  • Sales Order
  • Project
  • Project Contract
  • Purchase Order
  • Request for Quotations
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned opportunities
  • Use only assigned contacts
  • Use only assigned items
  • Use only assigned sales quotations
  • Use only assigned sales contracts
  • Use only assigned sales orders
  • Use only assigned projects
  • Use only assigned project contracts
  • Use only assigned purchase orders
  • Use only assigned request for quotations
  • Monitors customer data (Header, Sold-to and Ship-to role)
NA
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Monitors Item-Sales Data per business partner
Other Attribute:
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned items
  • Monitor catalogs
Other Attributes:
  • Catalog
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned catalogs
  • View only assigned items
  • Monitor terms and conditions
NA
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Monitor material pricing
NA
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
Sales Activities
Sales Support Administrator
  • Creates sales contracts
  • Monitors sales contracts
Other Attributes:
  • Sales Contract
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned contracts
  • Use only assigned items
  • Creates sales price books
  • Monitors sales price books
  • Create and Maintain Price Matrix
Other Attributes:
  • Price Book
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned price books (type = sales)
  • Use only assigned items
  • Creates sales quotes for goods or services
  • Monitors sales quotes
  • Process sales quotes
  • Register confirm/lost quotes
Other Attributes:
  • Sales Quote
  • Project
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned sales quotes Use only assigned projects
  • Use only assigned items
  • Creates sales orders for goods or services
  • Monitors sales orders (e.g. timely delivery)
  • Change prices after delivery
  • Changes prices of invoice Lines
Other Attributes:
  • Sales Order
  • Project
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Modify, use, view only assigned sales orders Use only assigned projects
  • Use only assigned items
  • Create and monitor retrobilled advice
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • Monitor and maintain sales schedules and releases
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
Account Manager
  • Monitors sales contracts
Other Attributes:
  • Sales Contract
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned contracts
  • View only assigned items
  • Monitors sales price books and matrixes
Other Attributes:
  • Price Book
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned price books (type = sales)
  • View only assigned items
  • Monitor sales quotes
  • Monitor sales quotes below/above allowed margins
Other Attributes:
  • Sales Quote
  • Project
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned sales quotes
  • View only assigned projects
  • View only assigned items
  • Monitor sales orders
  • Monitor retrobilled price change advice
  • Monitor sales schedules and releases
  • Monitor sales orders below/above allowed margins
Other Attributes:
  • Sales Order
  • Project
  • Item
  • View only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, price lists, financial customer group)
  • View only assigned sales orders
  • View only assigned projects
  • View only assigned items
Receivables Administrator
  • Invoice sales orders
  • View sales orders
  • View sales schedules
Other Attributes:
  • Sales Order
  • Project
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, sales office, business partner type, area, sales territory, line of business, internal sales representative, external sales representative, credit analyst, financial customer group)
  • Use, view only assigned sales orders
  • Use only assigned projects
  • Use only assigned items

 

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