Service Call activities

Currently if you create an activity against a service call the call number and source are copied to the activity as Source Object Type service call and Source Object No. as the call number.
If you close this activity and create a follow up activity the service call details are not copied across to the follow up.
It would be very useful if they were copied as - for example.
The first activity is an Engineers Visit to check a faulty unit.
This requires a Purchase order to be placed for a repair as the next activity.
The next activity could be returning the repaired unit to the customer.
If you could use follow up activities it would keep all activities and the history on the service call screen.
At present the follow up activities are only attached to the BP so you lose the traceability.

hi Cladio
if u want to add the remarks field then u have two options first option is that u can add a UDF user defined field for remarks however if u want the remarks column to be there in the standard service call screen then u can do it by the help of coding
Hope this would suffice your concern
Regards
Manish

Similar Messages

  • New Activity date in Service Call Activities folder

    Hi,
    Does anyone know how to get the new activity date that appears in Service Call Activities folder?
    Best Regards,
    Ana Silva

    Hi,
    Check this if it helps you start off :
    SELECT distinct T0.[ClgCode] as ' Activity Number', T0.[CardCode] as ' Business Partner',
    T0.[CntctDate] as 'System Date', T0.[Recontact] as 'Activity Date'
    FROM OCLG T0 left outer join OSCL T1 on t1.customer = t0.cardcode
    Kind Regards,
    Jitin
    SAP Business One Forum Team

  • Formatted search - Service call

    Dear All,
    Im trying to write a formatted search on the Service call screen to retrieve the email address of a queue. The queue is in the general tab of the Service call. You can add user defined fields for the service call-title, service call -solutions, service call- activities etc.
    I have added the userdefined field on the service call-title.
    My formatted searches can access all the other header details on the service call but I cannot get the queue data in the general tab.
    Kindly assist,
    Thanks,
    Indraj.

    Hi Indraj
    If I understand correctly you cannot add a formatted search on the queue field? If this is not so, let me know. If it is the Queue field, you must select the radial button to the left for the queue field to be active. I tested by doing the following:
    1. Added a UDF on Title level called email (U_email).
    2. Added a query - SELECT T0.[email] FROM [dbo].[OQUE]  T0 WHERE T0.[queueID] = $[OSCL.Queue]
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    This works 100% whenever I select a queue number.
    Kind regards
    Peter Juby

  • Formatted Search on Service Call

    Dear All,
    Im trying to write a formatted search on the Service call screen to retrieve the email address of a queue. The queue is in the general tab of the Service call. You can add user defined fields for the service call-title, service call -solutions, service call- activities etc.
    I have added the userdefined field on the service call-title.
    My formatted searches can access all the other header details on the service call but I cannot get the queue data in the general tab.
    Kindly assist,
    Thanks,
    Indraj.

    HI Indraj,
    On the user defined fields area if you want to use the formatted search, use must have to use the table and field names inside. (also if you have any field which not represented by variables eq: hidden fields):
    $[TABLE_NAME.FIELD_NAME]
    if you use normal fields area, and you have the variable on the form:
    $[$ITEMUID.COLUID.TYPE]
    where Type is:
    0 for gerenal
    NUMBER for numbers,
    etc.
    So Your solution is:
    SELECT T1.[email] FROM OSCL T0  INNER JOIN OQUE T1 ON T0.Queue = T1.queueID WHERE
    T0.[callID] =$[OSCL.callID]
    Regards,
    J.

  • Outlook Integration - Save Email as activity to Service Calls

    Hello Experts, this is my first post.
    Could anyone please tell me if it is possible to save an email as an ativity directly to the Service Call activities window from Outlook Integration?  If so, how?  I only see access to Business Partners and Sales/Purchasing docs within Outlook.  My customer would like to integrate this feature for their service/support department.

    Hi Dale,
    I have the same problem, unfortuantely it does not seem to be a high priority item as you have never had a response.
    Hopefully somebody might look into this.
    Cheers

  • Linking activities to service call with DTW

    We would like to be able to create activities and link them to service calls using a DTW import.  Is this even possible?
    Thanks in advance,
    Jon

    Ah OK.
    Use the column 'RecordKey' as the index when creating a Service Call.  Here is an example:
    RecordKey;ContactCode;ContractID;CustomerCode;CallType;Subject;Description;Origin;BelongsToAQueue;Queue
    RecordKey;ContactCode;ContractID;CustomerCode;CallType;Subject;Description;Origin;BelongsToAQueue;Queue
    1;123456;123456;C12345;0;New call request;Call Description;8;Y;Queue1;
    2;123456;123456;C12345;0;New call request;Call Description;8;Y;Queue2;
    3;123456;123456;C12345;0;New call request;Call Description;8;Y;Queue2;
    You will have to use valid codes (that already exist in the system) for ContactCode, ContractID, CustomerCode, CallType, and Origin, and also a valid Queue.  Some of these fields are mandatory, but I can't remember which.  Add extra fields if you need them.
    This should create 3 new calls in the system and generate the CallID automatically.

  • Service Call - Removing activites not allowed

    Hi
    When i am updating the Service Call follwing error is showing.....
    Removing Activities is not allowed in Service Call.
    Any suggestion??
    Regards
    Mohit Gupta

    Hello,
    based on SAP standard, you cannot delete it but you can mark them as:
    1. Inactive – Activity no longer appears in reports and your calendar. The activity remains in the database and you can reactivate it.
    2. Closed – Activity remains in reports and your calendar, but cannot be reopened or modified.
    So, do one of the steps above before updating the service calls.
    Rgds,

  • URGENT: Service Call Activity Issue

    Hi guys, I have a seriously irritating issue concerning the linking of an activity to service call.
    As of Service Pack 01, Patch 36 (at least as far as I know) I get the following error when attempting to create and link an activity to a service call:
    Error Code: -5002
    Error Description: A service call activity does not exist
    I use the folliwing code;
    If oServ.GetByKey(MRI) Then
                    If DocType = "QT" Then
                        oAct = oComp.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oContacts)
                        oAct.Activity = SAPbobsCOM.BoActivities.cn_Task
                        oAct.CardCode = oServ.CustomerCode
                        oAct.DocEntry = DocID
                        oAct.DocType = 23
                        oDoc = oComp.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oQuotations)
                        If oDoc.GetByKey(DocID) Then
                            oAct.Notes = "Sales Quote: " & oDoc.Comments
                        End If
                        oAct.Details = "Sales Quote " & DocID & " auto created by MRI " & MRI & ""
                        If oAct.Add <> 0 Then
                            oApp.SetStatusBarMessage("Error adding Linked Document Activity for Sales Quote " & DocID & " : " & oComp.GetLastErrorDescription)
                            oLog.WriteLog("Error adding Linked Document Activity for Sales Quote " & DocID & " : " & oComp.GetLastErrorCode & oComp.GetLastErrorDescription, EventLogEntryType.Error)
                        Else
                            oServ.Activities.Add()
                            oServ.Activities.ActivityCode = oComp.GetNewObjectKey
                            oServ.Activities.SetCurrentLine(oServ.Activities.Count() - 1)
                        End If
    If oServ.Update <> 0 Then
                        oApp.SetStatusBarMessage("Error linking Expense Document " & DocID & ":" & oComp.GetLastErrorDescription)
                        oLog.WriteLog("Error linking Expense Document " & DocID & ":" & oComp.GetLastErrorCode & "-" & oComp.GetLastErrorDescription, EventLogEntryType.Error)
                    End If
    the Activity is added without any problem, but the error comes when linking it to the Service Call (oServ.Update)
    Can you please help, I'm going insane with this problem.

    this is how i got it to work:
    ServiceCalls sc = null;
    sc = (ServiceCalls)company.GetBusinessObject(BoObjectTypes.oServiceCalls);
    if (!sc.GetByKey(callId))
          throw new Exception("Failed to add service call activity! Service call does not exist!");
    if (sc.Activities.Count == 1)
             sc.Activities.SetCurrentLine(sc.Activities.Count - 1);
             string temp = sc.Activities.ActivityCode.ToString();
             if (!string.IsNullOrEmpty(temp) && !temp.Equals("0"))
                     sc.Activities.Add();
    else
             sc.Activities.Add();
    sc.Activities.SetCurrentLine(sc.Activities.Count - 1);
    sc.Activities.ActivityCode = int.Parse(lastAcctivity);
    if (sc.Update() != 0)
             company.GetLastError(out errorCode, out errorMsg);
              if (null != sc)
                      System.Runtime.InteropServices.Marshal.ReleaseComObject(sc);
                      sc = null;
    throw new Exception(errorCode + " -> " + errorMsg);
    You could either use that piece of code or make an insert in SCL5.

  • Blocking Service Call alerts

    When a Service Call is added andassigned to a 'Handled By' person, standard SBO functionality sends an alert message to the person.
    Is there any way to block these messages or prevent them from being generated without disabling the entire message service?
    Regards,
    Douglas

    Hi Douglas,
    I'm not sure where it is set, but I use the service module daily and do not receive these alerts, so there must be some way to suppress them.
    Perhaps under System Initialisation> Gerneral Settings on the services tab, the alert for activities scheduled for today? Mine is not set.
    It may be a matter of trial & error.....

  • Schedule a particula Service Call to a particular day

    Hi experts,
    Can you help me finding a way to schedule a Service Call to happen in a particular day or have the Service Call scheduled in the calendar?
    Kind Regards,
    Victor

    Hi,
    You can use activities tab in a service call to schedule. By adding a activity, you can declare a lot of info. for reminding (recurrence)
    Hope this help,
    TVSon

  • How to create Activity to a Service Call

    Hi,
    how can i create an activity to a service call?
    i have to create an activity first and then add a line in the activities collection of the service call, right?
    but i always get an error message, when i want to create the contact.
    Error-Message: "Invalid Code  [OCLG.CntctSbjct]"
    What is that? The contact has got a subject!

    ServiceCalls oSC = (ServiceCalls)oCompany.GetBusinessObject(BoObjectTypes.oServiceCalls);
            Contacts oContact = (Contacts)oCompany.GetBusinessObject(BoObjectTypes.oContacts);
            oContact.Activity = BoActivities.cn_Other;       
            oContact.Subject = sFreitext;
            oContact.StartTime = Convert.ToDateTime(dtDatum.ToString("yyyy-MM-dd") + " " + sVon);
            oContact.EndTime = Convert.ToDateTime(dtDatum.ToString("yyyy-MM-dd") + " " + sBis);
            oContact.CardCode = sKundennummer;
            int iRet=oContact.Add();
    what is wrong?

  • Service Call Activity's attachments missing/not adding

    Hi Experts,
    First off, some technical data. We have SAP Business One 9.0(9.02.220) PL 12 running on MS Windows Server 2012 R2 Standard ontop of MS SQL Server 2012
    Now as the title suggests, when adding attachments to activities in a service call through the DI-API, they do in-fact not get added to SAP(once you check the actual activity).
    Strange thing is that this was working a couple of months ago and I cannot seem to get this working. Now to twist things up, in a development environment, with an older database, exactly the same SAP version and on MS SQL Server 2008 R2 - It works fine as it did before.
    I remember reading SAP Note 1290959( 1290959 - Missing attachments after upgrading to 2007 versions), which pretty much describes our situation.
    I cannot find the SAP note relevant to my situation. Does anyone know whether this is a known issue or am I just blind and overlooking the SAP note.
    Thanks!

    Hi Rikus,
    While connecting on each environment, do you change the database server type?
    Are you using DIS alone, or with B1WS and in such a case, are you using the version 1.2 which is specific to V9?
    Regards,
    Eric

  • Error when closing Service Call

    Error message is occuring when trying to close / update a service call.
    'No related record found [Service Calls - Contact Person] [Message 60156-18]
    and
    'Removing activites from service call not allowed'
    Some history to the BP which may be linked
    1 business partner was created
    2 service messages and activities where created
    3.  Bp was accidently deleted
    4.  BP was reinstated
    5.  Old service messages have error when closing
    Any solutions on how to update the service call - so it can be closed?

    Hello Lisa,
    I have came across this issue before. I suggest that a messaged be logged with the SAP Support Team. They may need to get a copy of the database to verify this.
    Regards,
    Lorna Real

  • Create Activity same as button Activity on TAB Activity of Service Call

    Anyone can lead me on the right track with the DI API to create an Activity which is the same as
    going in the Service Call , tab Activities and pressing the Activity button at the bottom ?

    Hi Marc,
    You can try this it will help,
    Dim oActivity As SAPbobsCOM.Contacts
    oActivity = vCompany.GetBusinessObject(oContacts)
    oActivity.Activity = SAPbobsCOM.BoActivities.cn_Conversation
    oActivity.CardCode = ""
    oActivity.Subject = ""
    oActivity.ContactPersonCode = ""
    oActivity.ContactDate = ""
    oActivity.Notes = ""
    oActivity.Add()
    Thanks & Regards,
    Amit

  • Adding the duration in Activity of Service Call

    Hi All,
    How to construct a query that will add all together the duration of my Activities in Service Call.
    Lets say for example,
    Activity 1 .............. 30 Minutes
    Activity 2 ............... 2 hours
    Activity 3 ................3.5 hours
    thnks
    vin.

    Hi,
    Try this:
    SELECT T0.ParentId,
    SUM(CASE T0.DurType
    WHEN 'M' THEN T0.duration
    WHEN 'H' THEN T0.duration * 60
    ELSE T0.duration * 1440
    END) 'Duration(minute)'
    FROM dbo.oclg t0
    WHERE t0.parentId >= [%0\] and parenttype = 191
    GROUP by T0.parentid
    Thanks,
    Gordon

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