How To Fix CRM_BUPA_RE027 - Service manager profile &1 does not have a default policy

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_BUPA_RE - Messages for the rule based partner processing

• Message number: 027

• Message text: Service manager profile &1 does not have a default policy

What causes this issue?

You need to have a default policy in the service manager profile.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Procedure for System Administrators

You define a default policy in Customizing for <LS>Service</>, by
choosing <LS>Master Data</> -> <LS>Business Partner</> -> <LS>Accounts
and Contacts</> -> <LS>Rule-Based Assignment of Employees</> ->
<LS>Define Service Manager Profiles</>.
Specify a value for the parameter POLICY for one of the services
contained in the service manager profile &V1&.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_BUPA_RE027 - Service manager profile &1 does not have a default policy ?

  The SAP error message CRM_BUPA_RE027 indicates that the service manager profile specified does not have a default policy assigned to it. This error typically occurs in the context of Customer Relationship Management (CRM) when trying to perform operations related to business partners or service management.
  Cause:
  
  Missing Default Policy: The service manager profile specified in the error message does not have a default policy assigned. This can happen if the configuration for the service manager profile is incomplete or if the policy was deleted or not created.
  Incorrect Profile Assignment: The profile being referenced may not be correctly assigned to the business partner or service order.
  Configuration Issues: There may be issues in the configuration settings for service management or business partner management.
  
  Solution:
  To resolve the error, you can follow these steps:
  
  
  Check Service Manager Profile:
  
  Go to the transaction code SPRO (SAP Reference IMG).
  Navigate to Customer Relationship Management > Service Management > Service Order Management > Define Service Manager Profiles.
  Verify that the service manager profile mentioned in the error message is correctly configured and has a default policy assigned.
  
  
  
  Assign Default Policy:
  
  If the default policy is missing, you need to create or assign a default policy to the service manager profile.
  Ensure that the policy meets the requirements for the operations you are trying to perform.
  
  
  
  Review Business Partner Settings:
  
  Check the business partner settings to ensure that the correct service manager profile is assigned.
  Use transaction code BP to review the business partner details and ensure that the service manager profile is correctly linked.
  
  
  
  Test the Configuration:
  
  After making the necessary changes, test the configuration by trying to perform the operation that previously resulted in the error.
  
  
  
  Consult Documentation:
  
  If you are unsure about the policies or profiles, refer to the SAP documentation or help resources for guidance on configuring service manager profiles and policies.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as SPRO (for configuration) and BP (for business partner management).
  SAP Notes: Check for any SAP Notes related to this error message for additional insights or patches that may address the issue.
  Support: If the issue persists after following the above steps, consider reaching out to SAP support or your internal SAP team for further assistance.
  
  By following these steps, you should be able to resolve the CRM_BUPA_RE027 error and ensure that the service manager profile is correctly configured with a default policy.