...
| Expand | ||
|---|---|---|
| ||
For a Non SAP account, the account owner is the account manager who created it. His responsibility is to ensure that the account information is properly maintained. For a SAP account, the account owner is "Admin". That means that the ownership is shared between the Account Managers of the Account team. |
| Expand | ||
|---|---|---|
| ||
You can not edit an account if the record is locked. It must be locked because an account conversion is on-going or because a new Corporate Group link must be approved.
|
| Expand | ||
|---|---|---|
| ||
The corporate group represents the highest hierarchy level of the account’s structure. |
...
| Expand | ||
|---|---|---|
| ||
Corporate group creation has to be initialized in the CRM but is not managed by CRM support -> UR to be assigned to JulieCoporate Sales&Marteking team (Clotilde Dellafaille <clotilde.dellafaille@solvay.com>) |
| Expand | ||
|---|---|---|
| ||
When a data steward doesn't approve the new link bewtween an account and a corporate group, it's his job to remove the link or update it with the correct corporate group. |
...
| Expand | ||
|---|---|---|
| ||
|
| Expand | ||
|---|---|---|
| ||
Way: Accounts > search Bayer Corporate (for example) > open the account > select GBU specific as Account view > select Contains as Involved GBU(s) > fill in NOVE and click GO No error generated. The filter does not return the expected information. Filter 'GBU specific' uses 'Involved GBU(s)' field as dynamic field, this is created in iTools: The field 'Involved GBU's)' is a multi picklist field and therefore only the complete name of the picklist value will be visible by the search functionality. Since iTools is a managed package, there is nothing we can do to change the behaviour. But we can propose the following solution: use the arrow in order to choose the good GBU name. |
...