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Component: ICM-PFO
Component Name: Portfolio Assignment (PFO)
Description: Portfolio Assignment PFO Defines the assignment that exists between an assignment object and a segment. &EXAMPLE& Segment: "Munich" region Assignment roles for assignment object: Entitlement determination for "consulting" and "portfolio business support" Assignment object: "Commission contract 8923" Two "agents" are involved. Agent A is an expert in life insurance and performs consultancy services. The entitlement determination is based on the consultancy services. Agent B is responsible for the Munich region and is responsible for the portfolio. The entitlement determination is based on the portfolio business support. When a contract is signed for life insurance, agent A receives the consultancy commission and agent B receives the acquisition commission for the segment of Munich.
Key Concepts: An assignment role for assignment object is a type of role in the SAP ICM-PFO Portfolio Assignment (PFO) component. This role is used to assign a user to an object, such as a project or task, and to define the user's access rights and responsibilities. How to use it: To assign a user to an object, the user must first be assigned an assignment role for assignment object. This can be done by navigating to the PFO component in SAP and selecting the “Assign Role” option. From there, the user can select the appropriate role and assign it to the desired object. Tips & Tricks: When assigning roles, it is important to ensure that the user has the appropriate access rights and responsibilities for the object they are being assigned to. It is also important to ensure that any changes made to the role are properly documented. Related Information: For more information on assignment roles for assignment objects in SAP ICM-PFO Portfolio Assignment (PFO), please refer to SAP’s official documentation.