Data Ownership Sharing Options: Manage by Business Partner and Document

Documents Tab

When the business partner for which the listed objects are created has no data owner, the data owner of the listed objects is determined by the owner option defined on this tab.

Define data owners for documents listed on this tab. You can define document owners with the following options:

No Restriction
Data ownership function is bypassed for the document.
Header Owner
Owner is defined as the owner specified on the document header.

The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship.

Header and Row Owner
Owner is defined as both the owner specified on the document header and the owner specified in the document lines or in the sales opportunity stages.

The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship

Business Partner Tab

When the business partner for which the listed objects are created has a data owner, the data owner of the listed objects is determined by the owner option defined on this tab.

You can define the object owner with the following options:

No Restriction
Data ownership function is bypassed for the documents.
Business Partner Owner
Owner is defined as the owner of the business partner for which the documents are created.

The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship.

Note Note

The data ownership of a blanket agreement is determined by business partner owner only, as follows:

The owner you specify on the General tab of the Sales Blanket Agreement window or Purchase Blanket Agreement window has no effect on data ownership management.
When a business partner has an owner, the data ownership of the sales or purchase blanket agreements created for it is determined by that business partner owner.
When a business partner has no owner, data ownership of the sales or purchase blanket agreements created for it is bypassed.

End of the note.

Windows Tab

Define the data owners for windows listed on this tab. You can define object owners with the following options:

No Restriction
Data ownership function is bypassed for the document.
Header Owner
Owner is defined as the owner specified on the document header.

The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship.

For a document, if the owner option you select on the Document tab or the Business Partner tab is inconsistent with the owner option you select for the reports on the current tab, and the reports use this document as a data source, the following happens:

When the owner option you select on the Document tab or the Business Partner tab is No Restriction, the data ownership function for this document is by passed.
You can view all records of the bypassed document in related reports (for which you have defined a different owner on the current tab) with Full authorization.
When the owner option you select on the Document tab or the Business Partner tab is other than No Restriction, the following happens:
- The owner defined on the current tab is No Restriction:
  In related reports for which you have defined a different owner on the current tab, you can view all records of the document with Read Only authorization.
- The owner defined on the current tab is Header Owner:
  In related reports for which you have defined a different owner on the current tab, you can view only the records for which you have a defined relationship to the header owner and have the requisite permission for the specific relationship.

More Information

Data Ownership Sharing Options Window

Data Ownership Sharing Options: Manage by Document Only

Data Ownership Sharing Options: Manage by Business Partner Only