Migrate User Status to Life Cycle for Business Partner.

Introduction

Life cycle replaces the user status for business partner from CRM2007(6.0). Hence the BPs from older version CRM should be migrated to CRM2007. This document is to guide you to implement the migration.

Prerequisites

You should create corresponding life cycle setting(exclusion group) for the action. And all the life cycle role can mapping to a user status.

Solution

Step 1: Run report BUP_STATUSPROFILE_CONVERT

Generate role exclusion groups based on existing status profiles, assign roles to these role exclusion groups, and copy transaction control to role categories of relevant roles.

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Step 2: Run report CRM_BUPA_USERSTATUS_CONV2ROLE 

You can convert existing user status data maintained for accounts for status profiles into BP roles that are contained in a role exclusion group by starting report CRM_BUPA_USERSTATUS_CONV2ROLE.

(Will publish the picture and details latter)