SpP Account & Contact

Similar process has been set up in ICARe like in Core CRM : 3 reports are running twice a week to generate automatic ticket to request creation of new Corporate Groups in PRS and make the links between customers and corporate Groups for reporting in BW and dashboard.

All details are on the page dedicated to SpP ECCO project.

Go on Setup > Custom settings and select "Country_Regions".

Open the country name you are interested in. You will see all information related to the region:

Now, let's take an example. Open a sales quote with "Region restricted" as visibility. You will have to go on the account page to check the country. Then, go on the setup to check the "Region (Security)" field. Compare the region of the user and the region of the account to know if it is normal that the user can or cannot access some information.

The Account Owner completes the "CSR Region" field.
The field is mandatory on:

• Account Record Type (no sync with SAP)
• SAP Account Record Type (Sync with SAP)
• Account Creation Record Type (Pending with SAP)

Please check the 3 following fields (by doing a report):

• Create_SAP_Account__c
• SAP_Sold_To_Number__c
• Create_Sap_Account_case_created__c

To create the case:

• Create_SAP_Account__c needs to be true
• SAP_Sold_To_Number__c needs to be empty
• Create_Sap_Account_case_created__c needs to be false.

If an account is not flagged as Confidential but is related to a NDA contract, then we display a banner on the top indicating to take care and to refer to the NDA contract to know what can be shared or not.