Visit Plan - Visit Schedule - Activities

Hi all,
I'm finding myself on a scenario that I think there is a huuuge gap in CRM.
I need to Plan Customer visits, therefore I use the "Visit Plan".
After creating visit Plan XX, I use the Visit Schedule to create Sales Call activities.
Once they are created, there is no any traceability with the original Visit Plan!!!!
Has anyone come across this gap???
Thnx in advance

Note 1436103 - Visit Plans Recent Items not working

Similar Messages

  • Collective Planned orders Scheduling for lower level orders with reference to the Superior order

    Hi All,
    Collective planned order scheduling.
    I have been trying to reschedule the superior planned order and i was expecting the lower level planned orders to reschedule based on the superior planned order.
    My problem is
    when i try to reschedule the superior planned order the system is not rescheduling the lower level planned orders.
    For example if i change the basic finish date of superior planned order as 30/09/2014 and reschedule the planned order it is only scheduling the header planned order and the lower level planned order is not scheduling.
    Could some one tell me why this is not happenning at planned order level.
    As the rescheduling of collective order will work at production order level but for some reason it is not happening at planned order level(as there is no option available to do so).
    Please give your thoughts on this asap.
    Mahee.

    Hello Mahee
    Please observe that your system is working as designed. Planned orders are scheduled independently, even when they are part of a network/collective order. Note 152319 explains the planned order scheduling in detail and it provides the following information:
    * No scheduling of overall networks is executed although a directly manufactured component is assigned.
    Note that no scheduling of the overall network is executed for planned orders. For the components requirements dates are determined. In order to cover them, planned orders are created in the next MRP run. Since the requirements are not managed using the exact time, the results of the planned order scheduling and of a scheduling of the overall network of the converted collective order can differ.
    BR
    Caetano

  • How to get the personnel plan work schedule

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              MODIFY_ENTRIES    = 'X'
              I0001_I0007_ERROR = '0'
         IMPORTING
              WARNING_OCCURED   =
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              I0000             =
              I0001             =
              I0002             =
              I0007             =
              I0049             =
              I2001             =
              I2002             =
              I2003             =
      <b>          PERWS             = I_PTPSP</b>
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              ERROR_OCCURED     = 1
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  • Planned orders scheduled on Non working days

    Hi,
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    Hi
    Just go to transaction code MD26 and check the what calender is assigned to plant and validity period of the calender. If the calender is not valid in the MRP run period then also planning may differ
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  • All the planned and scheduled appointment can display in  calendar view ?

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  • Cost Planning on Network Activities

    Hi,
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    Murtaza

    Dear Murtaza,
    Refer below sap help link for Cost planning in Network Activities.
    http://help.sap.com/saphelp_46C/helpdata/EN/86/98853478616434e10000009b38f83b/frameset.htm
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  • Unable to create a production plan and schedule on SAP B1

    Hi,
    I've been trying to figure out how to use SAP B1 to give me a production plan and schedule for quite some time now.... I have no problem in accessing my pending orders. There seems to be no option in my production tab to enter resource information! Would be great if you could possibly tell me how to figure this out.

    Hi,
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    Only third party add-on fulfill your requirement.
    Thanks & Regards,
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  • Planning delivery schedule - Call control Parameter

    Hi,
    In the scheduling Agreements at the Item level there is a tab Call Control Parameter and if we maintain Planning delivery Instruction there will be a extra tab appearing in the item level Planning Delivery schedule. If we give the Planning instructions the Schedules in the Forecase delivery we can she the split quantities in the Planning delivery Schedules.
    My questions:
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    3.Whether Planning delivery is only to pass the requirement so that we can see that in MD04.
    4.Whether the Schedule line in the Planning delivery is also copied to the JIT delivery(if so were can we maintain that setting)
    5.While the delivery is created from the scheduling agreement only the forcast as a whole is appearing   in the delivery and we cannot see the delivery happening according to the Planning delivery schedules.
    Thanks & Regards,
    Kannan M

    Tocde: VOZP
    Path: SD->sales->sales doc->sch.agr.with del.sch.-> maintain PDS instruction
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  • Shift wise planning and scheduling

    Dear All,
    Here we have a scenario in which we have to do shift wise planning and scheduling.
    The shift is not fixed.
    It can be 1 shift on particular day and it might be 2 shifts another day. They will plan for this many hours per day for future.
    The scheduling should be done for this many hours which inturn is as many shifts. The working hours per day is not fixed as well. It totally depends on the requirement. So the planning and scheduling should happen based on hour basis and will be different for each day. I need your inputs for mapping this scenario.

    Balaji,
    You have not given any meaningful requirements, therefore it is impossible for me to make suggestions.  What you have said so far implies total randomness.  If all the events are random, there is no planning, only tracking.
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  • Planning delivery schedule in SA- Sales

    Hello Gurus,
    My customer wants the  delivery dates to be determined in the scheduling agreements automatically - sales. I have checked schedule types and planned delivery schedule config but not sure where to assign this functionality and how it works.  Is there anyother config which i can use so that the schedule lines are generated automatically.
    Regards,
    Srikanth

    Hi srikanth,
    we can not generate schedule lines automatically but different schedule line can be created by
    assigning schedule category to different item category  or in SA you have to maintain
    manually delivery duelist  under JIT/Forecast in schedule agreement .please check this information
    might help you.
    regards
    satish

  • Finding the Forcast tab and the Planned Delivery schedule

    Hi,
    I have requirement, in that i am posting the scheduling agreement data to the forecast tab in that tab i have to call the control parameter that will transfer the forecast to the planned delivery schedule tab.
    Kindly let me know where i can find the forecast tab and the planned schedule tab.
    Regards,
    Uday

    Hi,
    Thanks for your feedback.
    Firstly, the highlight is no different basically.
    The screenshot is from Internet Explorer 11 as below:
    The screenshot is from Internet Explorer 8 as below:
    Then, the [X] is more convenient to use. Since now when you hover mouse over the tab, the [X] will appear. You needn't have to switch to that tab.
    Karen Hu
    TechNet Community Support

  • Planning delivery schedule , forecast delivery schedule , JIT delivery sche

    Hi
    could any one tell me the difference  between Planning delivery schedule , forecast delivery schedule , JIT delivery schedule & their respective ways of processing delivery???????????????????????????????????????????????/

    Hello Friend,
    Planning Delivery Schedule:
    You want to plan requirements for a certain customer for the next 16 weeks. You create a planning delivery schedule on the basis of information that you have gathered in an internal planning system. A few days later, the customer sends you a forecast delivery schedule that covers only 12 weeks. You decide to generate a planning delivery schedule by copying the schedule lines from the forecast delivery schedule for those 12 weeks, splitting them into units and days that fit your production schedule. For the remaining four weeks that you require, you simply adopt schedule lines from the previous planning delivery schedule in the scheduling agreement.
    For another customer, you create a six-week planning delivery schedule on the basis of internal data. When the customer sends in a forecast delivery schedule for the same six weeks, you notice that the first four weeks of schedule lines in the customer delivery schedule are detailed enough for production, but the last two are inaccurate. You decide to copy the first four weeks of schedule lines unchanged into the new planning delivery schedule. You adopt the remaining two weeks of schedule lines from the previous planning delivery schedule, which already exists in the scheduling agreement.
    Forecast Delivery Schedule:
    For an SD scheduling agreement, a customer sends a forecast delivery schedule containing requests for individual schedule lines. On the SD side, a delivery can be created automatically from this.
    JIT Delivery Schedule:
    A release carried out at an exact point in time of quantities in a schedule line (of a delivery schedule).
    The JIT delivery schedule is way of fine tuning production for the customer and shipping for the vendor.
    The term is used predominantly in the automobile component supplier industry.
    Delivery in Forecast in done through VL10 & VL01N and Delivery through JIT is done from JITK.

  • Planned order scheduling mass update

    Hello all,
    Is there a way I can change the scheduling dates for the planned orders collectively. (not MD16) ?
    Thankyou

    Hi,
    check the following
    Mass Changes of Planned Orders (Action Control)
    Use
    You can use this function to execute one or more actions for a large number of planned orders simultaneously. This is possible both within the SAP System and over an interface from an external assembly control system.
    Features
    SAP supplies the function module MD_SET_ACTION_PLAF for action control.
    This function module includes the following actions:
    Explode BOM
    Explode BOM, check availability
    Check availability, only explode BOM in the case of a requirement
    Check availability, do not explode BOM
    Reset availability
    Change planned order data
    Schedule planned order
    Delete planned order
    Confirm planned order (in repetitive manufacturing)
    Firm planned order data
    Firm planned order components
    Print component overview
    In connection with an action, you can always change planned order data, for example; order quantity, dates or production version.
    The function module also enables you to program further customer-specific actions.
    You can execute the actions for several planned orders simultaneously.
    You can create action chains, that means, have the system execute several actions in a single operation.
    Activities
    Define your own actions and program a report that includes these actions. As an example of this, the transaction MDAC Execute action for planned order (MRP ® Planned order ® Execute action) is available.
    In this example action, you can use actions only for individual planned orders. Nor can you form action chains, only simple action transitions are possible.
    Determine an action key and action controls in Customizing for MRP in the IMG activities Define action key and Define action control. An action key describes the actions that can be executed for a planned order. Action controls determine which actions are allowed and in which sequence they are to be executed.
    Assign the key for the respective action control to the materials in the material master (MRP 4 view).
    Regards,
    nandha

  • Planned order scheduling in mrp

    hi
    iam trying to run MRP at my client place
    facing problem in planned order dates
    i choosen  tequirement type BSF and strategy group as 11
      in md 61 pir was given in a month of june2008(monthly)
    after mrp run at modo4 iam getting planned order with
    execption message 64 called order date in past
    means iam getting planned order START DATE AND END DATE IN THE MONTH OF JUNE
    where as i need to  my planned order satar date in MAY MONTH and
    end date must be 1st of june
    means i given PIR which is my start of my june month
    checked scheduling parameters which  says backword scheduling, and i choosed planning mode 3 and leddtime scheduling
    plz suggest which setting effects the planned order start and end dates??
    regards
    sasikanth

    hi
    i selected schedule margine key with 0 flots (key000)
    and chossed *LEED TIME SCHEDULING (in mrp controll parameters :-scheduling 2 at MD02 )
    how the reduction strategy helps in this case ,casue i am doing lead time scheduling system has to consider only routing time ??? right ??
    plz suggest how to  arrest message 64
    regards
    sasikanth 
    message 64 diagnosis enclosed
    64: Production finish after order finish                                                                  (P4)
    Message no. MD427
    Diagnosis
    The production finish date calculated using the routing lies after the order finish date that was calculated using the in-house processing time in the material master record.
    As the system uses the order finish date in the planning run, this situation may lead to material shortages if production is not finished until the production finish date calculated by the system.
    System Response
    This exception is displayed in the MRP list and in the current stock/requirements list.
    Procedure
    Check the times in the material master record and in the routing.
    Check whether the order has to be rescheduled in.

  • Forecast based planning -weekly schedules split -reg

    Hi,
    our requirement is we use forecast  based planning where in both forecast periods and historical periods are months
    then when fore cast is run requirement is coming in Md04 in monthly buckets only
    when we run MRP the out put schedules should come in weekly bucket taking this monthly requirement
    how to get that
    as we understand  weekly demand can be cumulated to get schedules on monthly but monthly demand can not be split in to weekly schedules as output
    any thoughts
    regards,
    Madhu

    Hi,
    There's a customization transaction where you can define splitting of forecast requirements for MRP.
    Go SPRO, Materials management, Consumption based planning, Forecast, Define Splitting of Forecast Requirements for MRP.
    Regards,
    Mario

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