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Re: Automatically Populate role and relationship based on security role

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Hi Sylvain,

 

Below I am giving my requirement in bit detail

 

When creating a new account in CRM UI (Create Corporate Account) and the userid creating the account has a security role = Say 'SX' , perform the following two tasks. 


  1. Automatically add Role = ZXXXX to the new account
  2. Automatically add Relationship = ZXXX with a relationship to the Disti Group account associated with the userid.

          a. The Disti Group account associated with the userid will be derived as follows:

    • Using the employee vendor number, find the relationship of (employee responsible) to an account with the role of ZXXXX(Disti Group)
      1. UserID and employee # is already determined in the account creation process as it is used to add the employee responsible relationship. 
      2. BAPI_BUPA_RELATIONSHIPS_GET may be used
    • The first account found with in step i will be used as the relationship partner for the ZXXXX(Disti Group)relationship
    • If no account is found in step i, do not add the ZXXXX(Disti Group)relationship
  1. b. Current relationship of employee responsible remains the same
  2.  

     

    Do let me know in case you need more clarification.

     

    Regards

    Ankesh



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