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.
SAP Cloud for Customer
Reproducing the Issue
With the affected user, login to the system.
Go to the Sales / Administrator work centre.
Go to the Territory Realignment Runs / Sales and Campaign settings view.
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.
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.
You user needs the Access Rights: 'SEOD_ADMIN_SETUP_WCVIEW - General Settings'.
- 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.
- Expand the Work Centre / View ID: 'SEODADMINWCF - Administrator'.
- Select the 'SEOD_ADMIN_SETUP_WCVIEW - General Settings' check the box.
- Save your changes.
In order to be able to fully edit the territory managment rules:
your user needs access to one or both of the following views: COD_TERRITORYREALIGNMENTRUN_WC - Realignment Runs / OR SALES_ADMIN_WCVIEW - Sales and Campaign Settings. Those views will grant access the Rule editing window.
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.
Please note, that these functionalities are aimed at
KBA: 2532205 - The Upload/Download Buttons Are Missing for User under Define Rules for Territory Realignment
SAP Help Portal > Administration Guide: 'Territories'
Territory Rules, cannot edit, access rights, Territory management , KBA , LOD-CRM-TM , Territory Management , How To