Hierarchy
BBPCRM (Software Component) BBPCRM⤷
CRM (Application Component) Customer Relationship Management⤷
CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages⤷
FVVI (Package) R/3 appl.dev. for Financial Assets Management: Real estate
IMG Activity
| ID | ROLLE-SICHT-ZUORD_GI | Role Category - View Allocation |
| Transaction Code | S_ALR_87007489 | IMG Activity: ROLLE-SICHT-ZUORD_GI |
| Created on | 19981222 | |
| Customizing Attributes | ROLLE-SICHT-ZUORD_GI | Role Category - View Allocation |
| Customizing Activity | ROLLE-SICHT-ZUORD_GI | Role Category - View Allocation |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | ROLLE-SICHT-ZUORD_GI |
In this step you can display or hide individual business partner views according to role category.
Views are the menu items you access from business partner maintenance within the application via the 'Goto' menu. You can use the view allocation to control which menu items the user can call up via 'Central data', 'General data' and 'Company code data', depending on which role has been assigned to the business partner.
Example
In the standard settings for the role category 0636 Bank for deposit, only view 0180 is set to be shown under 'General data'.
If you want to maintain additional relationships in 'Company code data' for a bank for deposit you can show view 0200 Company code relationships by selecting New Entries and entering the role type category 636 and the view 0200.
Standard settings
In the standard settings the role-view allocation is already set up for Treasury applications, so that no additions are necessary.
For example, role category 1000 Treasury partner is set to show all views.
Activities
- Select a role category.
- Delete all the views you do not need.
- Add the views in which you want to maintain additional data.
Further notes
The 'Central data' views exist for all business partners, independent of their role.
Only 'General data' and 'Company code data' views can be shown or hidden according to the role category.
Personal data and employment data only exist for natural persons.
Legal data and fiscal years only exist for organizations.
Please note that debit-side views have to exist for partners with a customer account. In particular, this applies to bank details as well as company code data such as accounting information, payment data, dunning data.
Partners with a customer account are the "master tenants with a customer account" in particular.
For detailed information on what effect the settings have, refer to the Extended help of the Real Estate component (IS-RE):
"IS-RE Real Estate Management -> Component: Business Partner -> Real Estate-Specific Partners -> Business Partner with Customer Account.
Business Attributes
| ASAP Roadmap ID | 250 | Define Number Range and Basic Structures |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | ROLLE-SICHT-ZUORD_GI | 0 | I090004601 | Business Partners |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| V_TPZ5_I | V - View | SM30 | Business Partner: Role Category View Assignment |
History
| Last changed by/on | SAP | 19981222 |
| SAP Release Created in |
