How To Fix E7091 - Reference customer &1 is planned for role category &2

SAP Error Message - Details

• Message type: E = Error

• Message class: E7 - IS-U master data

• Message number: 091

• Message text: Reference customer &1 is planned for role category &2

What causes this issue?

The specified reference customer is intended for a certain role
category of the business partner. However, the business partner is not
created in this role.

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?

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message E7091 - Reference customer &1 is planned for role category &2 ?

  The SAP error message E7091, which states "Reference customer &1 is planned for role category &2," typically occurs in the context of customer master data management, particularly when dealing with the assignment of roles to customers in the SAP system.
  Cause:
  This error usually arises when there is an attempt to assign a role to a customer that is not compatible with the existing configuration or when the customer is not properly set up for the specified role category. The reference customer mentioned in the error message may not have the necessary attributes or settings to be assigned the role in question.
  Solution:
  To resolve this error, you can follow these steps:
  
  
  Check Customer Configuration:
  
  Verify that the reference customer (indicated by &1) is correctly configured in the system. Ensure that all necessary data is maintained for the customer, including address, contact information, and any other relevant details.
  
  
  
  Role Category Verification:
  
  Check the role category (indicated by &2) to ensure that it is correctly defined in the system. Make sure that the role is appropriate for the customer type you are working with.
  
  
  
  Role Assignment:
  
  If you are trying to assign a role to a customer, ensure that the role is compatible with the customer’s existing roles and settings. You may need to consult the role documentation or configuration settings to confirm this.
  
  
  
  Use of Reference Customer:
  
  If you are using a reference customer for copying or creating new customer records, ensure that the reference customer has all the necessary roles and configurations that you want to replicate.
  
  
  
  Consult SAP Notes:
  
  Check for any relevant SAP Notes or documentation that may address this specific error. SAP frequently updates its knowledge base with solutions for common issues.
  
  
  
  Testing:
  
  After making the necessary adjustments, try to reassign the role or perform the action that triggered the error to see if the issue has been resolved.
  
  
  
  Related Information:
  
  Transaction Codes: You may need to use transaction codes like XD01 (Create Customer), XD02 (Change Customer), or XD03 (Display Customer) to manage customer data.
  Role Management: Familiarize yourself with the role management process in SAP, including how roles are defined and assigned to customers.
  SAP Documentation: Refer to the official SAP documentation for detailed information on customer master data and role assignment processes.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a technical consultant who can provide more in-depth assistance.