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CRM_MDF_ACE_RULES - ACE Rules for MDF

CRM_MDF_ACE_RULES - ACE Rules for MDF

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Access control is based on a collaboration of rules and rights. This document talks about the access control engine (ACE) rules for MDF related documents.

A rule is the relationship between a user and an object for a subset of objects of a type. That is, they are defined for object types, but are not valid for all objects of the given type. To depict a relationship, the rule provides actors for users and objects for which a rule should be valid.

For information about howto create rules, see Create Rules and the steps under the node Rules.

With MDF, you can use the following actor types:

PARTNER_COMPANY: This represents the channel partner
PARTNER_EMPLOYEE: This represents the logged on user on the partner side
CORPORATE_PARTNER: This represents the corporate channel partner
HIERARCHY_NODE: This represents the hierarchy node in the partner hierarchy structure

And the following actors from user:

MDF_CHNL_PRTNR_USER: Channel partner based on the logged in user.
MDF_CCP_FROM_USER: Corporate channel partner based on the logged in user
MDF_EMP_USER: Partner contact based on the logged in user
MDF_HN_FROM_USER: Retrieves all the hierarchy nodes based on the logged in user which are at his level and below him in the hierarchy structure, except for corporate channel partner user
MDF_ROOT_HN_USER: Retrieve the Node attached to the corporate channel partner to which the channel partner of the logged in user belongs
MDF_SUB_HN_FROM_USER: Retrieves all the hierarchy nodes based on the logged in user which are below him (excluding the one at his level) in the hierarchy structure, except for corporate channel partneruser

Use the following work packages in the newly created rights.

SAP_CRM_MDF_MKTG This would have all the marketing related object types relevant for MDF
SAP_CRM_MDF_OO This would have all the one order related object types relevant for MDF
SAP_CRM_MDF_ACCOUNT This would have all the account related object types relevant for MDF

We deliver the following ACE Rules for MDF:

MDF Programs

My Programs: MDF_PGM_MY_OWN

All potential channel partners get display access to the MDF program.

The channel partner can create MDF initiatives from the MDF program.

My Family Programs: MDF_PGM_MY_FAMILY

All channel partners who are members of the corporate family get change access to the MDF program. You can use this in a case where a corporate channel partner does not have any underlying channel partners in the partner hierarchy, rather, only family members.

Channel partners get display access to the MDF program, but can still create MDF initiatives from the MDF program

My Hierarchy Programs: MDF_PGM_MY_HIER

All channel partners who are part of the partner hierarchy get display access to the MDF program; they will be able to create MDF initiatives from the MDF program.

Note:
- If the entire MDF program or a single partner within the MDF program is locked, the channel partner will be able to view the MDF program, but not create initiatives.
- Channel partners will be able to view only MDF programs that are in status Released, Released - Locked, Released- Approved.
- Potential channel partners get display access to the MDF Program and will not be able to create initiatives.

MDF Special Programs

My Special Programs: MKT_CHP_MDF_MYSPGCP

All enrolled channel partners get display access to the MDF special program.

The channel partner can still create MDF initiatives from the MDF special program.

My Family Special Programs: MDF_SPG_MY_FAMILY

All channel partners who are members of the corporate family get write access to the MDF special program. You can use this in a case where a corporate channel partner does not have any underlying channel partners in the partner hierarchy, rather, only family members.

Channel partners get display access to the MDF special program, but can still create MDF initiatives from the MDF special program

My Hierarchy Special Programs: MDF_SPG_MY_HIER

All channel partners who are part of the partner hierarchy get display access to the MDF special program; they will be able to create MDF initiatives from the MDF special program.

Note:
- If the entire MDF special program or a single partner within the MDF special program is locked, the channel will be able to view the MDF special program, but not create initiatives.
- Channel partners will be able to view MDF special programs in statuses Released, Released - Locked, Released- Approved only.
- Potential channel partners get display access to the MDF special program and will not be able to create initiatives.
- Channel partners who are assigned to an MDF program do not automatically get access to the MDF special program; they have to be expressly assigned to the channel partners' list of the corresponding MDF special program (and set to potential).

MDF Initiatives:

My Own Initiatives: MDF_INI_MY_OWN

Channel partners get change access to their own initiatives, excluding the initiatives with the status Approved, Released, Archived, Can be archived, Submitted, Completed, Rejected and Cancelled

My Family Initiatives: MDF_INI_MY_FAMILY

Corporate channel partners get display access to thier family's initiatives; this includes all initiatives, irrespective of their status.

My Company Initiatives: MDF_INI_MY_COMPANY

Channel partners get display access to thier company's initiatives; this includes all initiatives, irrespective of their status.

Note:
- The channel partner cannot access an initiative, if it is in the brand owner status.
- To create initiatives on the partner side, the participating partners have to be enrolled to the MDF program as well as the MDF special program.

MDF Initiative Templates

Display All Initiative Templates: MDF_INITEMP_DISP_ALL

Channel partners get display access to all MDF initiative templates.

Note: Channel partners can access initiative templates via the MDF program.

MDF Funds

My Own Funds: MDF_FND_MY_FND

Channel partners who are not part of a partner hierarchy get display access to funds they are assigned to; and corporate channel partners get display access to their own funds

My Family Funds: MDF_FND_MY_FMLY

Corporate channel partners gets change access to all funds assigned to their sub nodes, in their own partner structure i.e all his family funds but not his own funds.

My Sub-Hierarchy Funds: MDF_FND_SUB_HIER

Channel partners who are part of a partner hierarchy get display access to their own funds and to any funds assigned to nodes below their node in the partner hierarchy structure.

MDF Funds Plan

Channel partners are not allowed to see funds plans.

Note:
- For all rules related to funds, only funds with the status either released or cancelled will be taken into consideration.
- Fund usage documents are controlled via funds. That is, if a partner user has access to (ACE controlled) funds or initiatives, he or she can navigate to the corresponding fund usages through the links provided.
- Fund Postings are not visible to the partner, so there are not rules applicable to this MDF object.
- Access control for the Fund Checkbook object also, is covered by Funds.

MDF Claims

My Own Claims: MDF_CLAIM_MY_OWN

All participating channel partners get full access to claims they are assigned to. Here the partner has to be the employee responsible on the channel partner side. For write access, you have to maintain an allowed change status for the document.

My Family Claims: MDF_CLAIM_MY_FAMILY

Corporate channel partners gets read access to all MDF claims, which belong to their family.

My Company Claims: MDF_CLAIM_MY_COMPANY

Channel partners and corporate channel partners get display access to all MDF claims, which belong to their company

MDF Budget Postings,,

My Own Budget Postings: MDF_BPO_MY_OWN

Channel partners get change access to their own budget postings of type "Budget transfer", "Renewal" , "Extension" , "Automated Budget Transfer" with the status "Open at Partner" or "In Process at Partner" or "Rejected by Brand Owner".

My Family Budget Postings: MDF_BPO_MY_FAMILY

Corporate channel partners get display access to all his family's budget postings.

My Company Budget Postings: MDF_BPO_MY_COMPANY

Channel partners get display access to his company's budget postings.

MDF Reservations

My Own Reservations: MDF_RESV_MY_OWN

Channel partners get change access to budget reservations that are assigned to them.

My Family Reservations: MDF_RESV_MY_FAMILY

Corporate channel parters get display access to all budget reservations assigned to their families.

My Company Reservations: MDF_RESV_MY_COMPANY

Channel partners get change access to company budget reservations.

MDF Business Partner

My Corporate: MDF_BP_MY_CORPORATE

Channel partners get display access to their corporate channel partner.

Corporate Family: MDF_BP_CORP_FAMILY

Corporate channel partners get display and change access to all business partners in the system who are family members.

My Third Parties: MDF_BP_FMLY_3RDPARTY

Channel partners get display access to their own third party companies.

My Company Third Parties: MDF_BP_CO_3RD_PARTY

Channel partners get display access to their own third party companies.

My Corporate Third Parties: MDF_BP_CCP_3PARTY_CO

All family members get display access to the corporate channel partner's third party companies. The third parties assigned to the corporate channel partner are in display mode here.

My Payees: MDF_BP_MY_CO_PAYEES,,

Channel partners get display access to thier own payees .

My Family's Payees: MDF_BP_FAMILY_PAYEES

Corporate channel partners get display access to their channel partners' payees.

My Family's Contacts: MDF_MY_FMLY_CONT_PER

Corporate channel partners get display access to all contact persons in their respective families i.e all the contact persons of his channel partners.

My Sub Hierarchy Contacts: DF_SUB_HIER_CONT

Channel partners get display access to all contact persons in their sub hierarchy, i.e all the contact persons of the channel partners who are below him in the partner hierarchy structure.

MDF Business Partner Hierarchy

My Children: MDF_BP_MY_CHILDERN

Channel partners get display access to all business partners.

SAP_CRM_MDF_ACCOUNT

SAP_CRM_MDF_ACCOUNT

SAP_CRM_MDF_ACCOUNT

SAP_CRM_MDF_ACCOUNT






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