Hi guys
In our SAP CRM environment, our call center has CRM Webui as their front end.
We have created Business Partner templates specific to a Sales Area in our system.
Now the steps in the process followed are:
1) Populate the General data parameters in the webui & save.
2) Then save the Account & goto Account Overview link.
3) Here in the Sales Area tab .. we click "Create from template" & save. This creates the Sales Area data for that customer in the CRM system.
Now the problem I am having is:
1) If the user by mistake assigns a wrong Sales Area Master Data template & Save... how does he change that template.
'Coz during testing when I try to click "Change Template" option in the Sales Area part of the Account Overview of the customer, I get an error saying "The Template XYZ (the incorrectly assigned template) still in use & cannot be changed".
There are no transactions on this Customer yet. Also I tried to end the session & come back into the Account Overview & change the template .. but it doesnt work.
Can anyone let me know if an assigned Master Data template for a Business Partner can be replaced with another Template on the WEBUI ?
Also How do I assign multiple Templates to a Business Partner. The reason I ask this is once one template is assigned, the option "New From template" on the Account Overview section - Sales Area part, vanishes.
Now the options available are "New" & "Change Template"
I can add another Sales Area but have to do it manually using the "New" option. But this defeats the purpose of using Templates.
Can anyone shed some light on this. I am new in SAP CRM.
Thanks for ur valuable time,
Vin
Edited by: vinit parkar on Sep 29, 2010 6:05 PM