How To Fix CRM_HIERARCHY_IL045 - You cannot change the fund type when the fund is assigned to a hierarchy

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_HIERARCHY_IL - CRM Account HIerarchy

• Message number: 045

• Message text: You cannot change the fund type when the fund is assigned to a hierarchy

What causes this issue?

You are trying to change the type of a fund that is assigned to a
channel partner hierarchy.

System Response

If the fund is assigned to a channel partner hierarchy, you cannot
change the fund type.

How to fix this error?

Navigate to the channel partner hierarchy to which this fund is assigned
and delete the assignment from the hierarchy. Then try changing the fund
type again.

Procedure for System Administrators

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

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_HIERARCHY_IL045 - You cannot change the fund type when the fund is assigned to a hierarchy ?

  The SAP error message CRM_HIERARCHY_IL045 indicates that you are trying to change the fund type of a fund that is currently assigned to a hierarchy. This restriction is in place to maintain the integrity of the data within the hierarchy structure, as changing the fund type could lead to inconsistencies or issues in the hierarchy's configuration.
  Cause:
  
  The fund you are attempting to modify is linked to a hierarchy, and SAP does not allow changes to the fund type in this scenario to prevent potential data integrity issues.
  The fund type is likely a critical attribute that affects how the fund is used within the hierarchy, and changing it could disrupt the relationships and dependencies established in the hierarchy.
  
  Solution:
  
  
  Remove the Fund from the Hierarchy: 
  
  Before you can change the fund type, you need to remove the fund from the hierarchy. This can typically be done through the hierarchy management transaction in SAP.
  Navigate to the hierarchy where the fund is assigned and remove the fund from that hierarchy.
  
  
  
  Change the Fund Type:
  
  Once the fund has been successfully removed from the hierarchy, you can proceed to change the fund type as needed.
  
  
  
  Reassign the Fund to the Hierarchy (if necessary):
  
  After changing the fund type, if you need the fund to be part of the hierarchy again, you can reassign it to the hierarchy.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CRM_HIERARCHY for managing hierarchies and FPM for fund management.
  Documentation: Review SAP documentation or help files related to fund management and hierarchy management for more detailed procedures and best practices.
  User Permissions: Ensure that you have the necessary permissions to make changes to hierarchies and fund types, as restrictions may apply based on user roles.
  
  Best Practices:
  
  Always back up your data before making significant changes to hierarchies or fund types.
  Consider the impact of changes on reporting and other processes that rely on the hierarchy structure.
  Communicate with relevant stakeholders before making changes to ensure alignment and understanding of the implications.
  
  If you continue to experience issues or if the problem persists after following these steps, it may be beneficial to consult with your SAP support team or refer to SAP Notes for any specific patches or updates related to this error message.