Symptom
You have Territory Management active in your system. However, your user with access rights to Territories as well as Realignment Runs cannot edit/ create the rules despite seeing them.
Environment
SAP Cloud for Customer
Reproducing the Issue
With the affected user, login to the system.
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Go to the Sales / Administrator work centre.
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Go to the Territory Realignment Runs / Sales and Campaign settings view.
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Click the link for 'Territory Realignment Rules'/ 'Define Territory Realignment Rules'.
Result: You cannot edit any existing rules.
You get the system message 'Changes not allowed to this rule due to insufficient authorization' when trying to edit.
Cause
While your user can see the rules with the mentioned access rights, you have insufficient access rights to edit the rules.
Territory Management is intended to be used by system administrators. Provided that Territory Management is active in your solution, sales administrators can create sales territories and organize them into hierarchies.
NOTE: if another user has already opened the Territory Rules, you will not be able to edit the rules independently from any access rights - a system message should inform you 'Rules being edited by user ABC. No changes allowed' (ABC represents the user name). Also, when you click 'Add Row' in the Territory Rule editing window, the row gets added at the end of the list, meaning, you may need to scroll down to the end of the rules to be able to see it.
Resolution
- Go to the Administrator work centre.
- Go to the General Settings facet.
- Click the link Business Users.
- Search the relevant user.
- Click Edit > Access Rights.
- You might want to consider to edit the entire Business Role, where relevant. In that case, select the Business Role and click View All.
- Go to the Work Centre and View Assignment tab.
- Please assign "Administrator -> general settings" (SEOD_ADMIN_SETUP_WCVIEW) to your user
- Save your changes.
In order to be able to fully edit the territory managment rules:
In addition please assign COD_SALES_WCF -> COD_TERRITORYREALIGNMENTRUN_WC (Realignment Runs) for your user if you want to be able to create new realignment runs."
You further need to have access to the view: COD_TERRITORY_WCVIEW - Territories.
Please log out and back into the system with the relevant user to reflect the changes.
See Also
SAP Help Portal > Administration Guide: 'Territories'
Keywords
Territory Rules, cannot edit, access rights, Territory management , KBA , LOD-CRM-TM , Territory Management , How To