Hi Gurus,
We need to create different segmentation basis as we have 12 sales
offices: each of these have its customer base.
According to business and privacy reasons we have to assign to each user
different authorization value in order to guarantee that they will see
only their customer base (12 customer bases\12 authorization values).
To satisfy the described client's requirement we did the following
customizing steps:
Step 1: I created a new custom segmentation usage in SPRO and then
marked it as mandatory for Segmentation basis;
Step 2: I created a Segmentation Basis from target created by segment builder, then I
assigned the segm. usage created;
Step 3: I assigned new authorization object CRM_STYPE & CRM_SEGTYP to a
pre-existing custom role called ZAGENCY_20_LAZI by PFCG. I insert into
the objects the custom value created.
The result is that the profiled user sees in the drill down menu, that appear as soon as it open the HVS tool, the assigned Segmentation Basis and an "empty choice".
If it select the Segmentation basis it works (the starting point will be filtered), but if it select the "empty choice" the starting db is "all customers" and this is potentially dangerous.
Do you have any suggestion? To fit this requirement do we need of a custom enhancement or we miss some customizing steps?
Thank you and best regards!
Dario