Whenever you start working at a new customer who has implemented SAP CRM, you will probably be working in the newest releases of SAP CRM, being CRM 7.0 which uses the CRM Web User Interface, which is based on the business role concept.
In my other blogs on www.sapuniversity.eu I already explained that business role assignment can be done in 3 ways.
See the article: http://sapuniversity.eu/logon-is-not-possible-because-you-have-not-been-assigned-to-a-business-role-please-contact-your-system-administrator/
Now, in order to properly test the business processes you normally use the method of business role assignment that is determined during logon based on the assignment of the User (linked to the employee master record) which is assigned to a position in the organisation model.
Usually – the customer already has running a SAP CRM environment and as such the setup of the organisational model is already in place. Now – probably they have already defined several business roles in customizing that are adapted to the customer specific requirements and furthermore, these business roles are probably already assigned to either 1 or multiple organisational units and/or positions. Continue reading »