Visit Planning and Activity Scheduling

Hi ,
Do somebody have a presentation on Visit Planning and Activity Scheduling ? We want to make sure we can use the functions as SAP intend them to be used . Thank you .
Regard's
Christophe

Hi Christophe,
You also have a presentation about this subject at sap support portal, at following link (you'll need a 'S' user):
https://service.sap.com/~form/sapnet?_FRAME=CONTAINER&_OBJECT=011000358700000671202009E
Check if it helps!
Kind regards,
Garcia

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Can you please tell me the basic major consideration involved in doing the Project Planning and time Scheduling...
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Look at the below links
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http://help.sap.com/saphelp_ppm400/helpdata/en/02/4b1a417c4bf423e10000000a155106/content.htm
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Hi Colleagues,
After generating activities using a visit plan, we cannot see any relation between the activities and visit plan that generated them. So we cannot check % of fullfilment of visit plan. In other words how many activities were closed by this visit plan. We cannot even relate these activities.
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Regards,
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Hi Rene,
I undestand you that VP are just templates that we use in the activity scheduling to help masive activities creation.
I'm just looking if someone had found a way to relate all activities generated in same run.
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Based on this requirement I wanted to have any "mark" to gather all activities created in the activity scheduling based on a particular route, so I could see % of conclusion of these activities generated.
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HI.
Right now I am working with the visit plan functionality in CRM 7.0. I am trying to create a tour and then an activity scheduling. My question is: Can I insert a target group when I am creating the tour or the activity scheduling? or I have to insert one by one each account number?
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Hi, does anybody has an idea about this issue?

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I know that there is absolutely no way around this; I am merely using a forum run by Verizon (and supposedly read by Verizon staff) to issue a complaint where it should be made.
About six months ago, it was time to upgrade my phone. My sister had an enV3, which she loved (more accurately: still loves), and which fully fit the three criteria I like in a phone: it texts, it calls, and it has a reasonable resolution w/r/t taking pictures (I'm not a huge picture taker, that's why I prefer my phone to have a reasonable camera installed, although it certainly isn't necessary). Naturally, I wanted to get an enV3, but was told that I would have to pay $10 a month for a data plan. I do not use my phone for internet access. I do not use my phone for applications (except for backup assistant, which hardly qualifies as an application that should be paid for). I have no reason for a data package. And yet, what my sister was able to get with no added package, I would have had to get the monthly package. Upgrading to an actual phone whose data capabilities would be truly useful, such as a Droid, would require a $25 a month package.
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I completely agree! I want a decent phone with camera and camcorder to use for calling and texting without having to pay even the $9.99 data plan. All of the providers want to force everyone into paying these extra fees. It's not enough to pay for the services you use every month. They want you to have to pay for the ones you don't as well. I do not desire and WILL NOT pay for a data plan!

SAP CRM Visit Plan activity

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
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SAP CRM Visit Plan activity Assignment

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

Visit Plan Initial Load

Hi All
Did, someone know if it possible to upload via Bapi, Batch input or IDOC, Visit Plans and Activities scheduling.
Best Regards.

Hi Luis,
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Kind regards

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Hi,
In CRM 5.0 BBPCRM SAPKU50009
In the transaction crmm_tour, I create a visit plan and try to save gives an error,
short dump message_type_x
   Programme SAPLCRM_TOUR_UI2
   Include LCRM_TOUR_UI2F10
   Row 40
   Tp.módulo (FORM)
   Name module TOUR_SAVE
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Thanks,

Hi,
I got the same message.
It seems that the number range is missing. Go to transaction SNRO and you will see that for object CRM_TOUR there is not any number range maintained.
You can maintain it from here, but I have not found the transaction code to do it.
Anyone has found it?
Regards,
Iñigo
Ps. do I deserve points?
Edited by: Workshop User on Jan 14, 2008 3:49 PM

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Visit Planning and Activity Scheduling

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