Maintaining Sales Call (SAP Library - Sales and Distribution (SD))

Maintaining Sales Call

Use

The sales call to the customer has taken place. The customer is very interested in the new products and intends to place a large order with IDES. The outcome of the sales call now has to be recorded.

Procedure

Call up the transaction as follows:

Menu Path	Logistics ® Sales and Distribution ® Sales Support ® Information system ® List of Sales Activities
Transaction Code	VC05

Enter the following data:

Field	Europe	North America
Customer/sales prospect	2140	3130
Created by	Your username	Your username
Start of sls activ.	Today´s date	Today´s date
To	Today´s date + 8 working days	Today´s date + 8 working days
Selection criteria	All sales activities (Select)	All sales activities (Select)

Choose

All sales activities that match your selection criteria are displayed. Note that the follow-up activity (sales call) is also displayed because of the Sales activity date (to) you entered.

Double-click on the relevant row to select the contact Visit.

Enter the following data for the contact:

Field	Europe	North America
From	09:00	9:00
To	15:00	15:00
Comment	Sales call Mr. Thiele	Sales call Ms Smelstoys
Sales activ. reason	002	002
Sales activ. outcome	003	003
Analysis	010	010
Sales activ. status	5	5

Choose

Follow-up activities.

Enter the following data:

Field	Europe	North Amerika
Contact type	Letter	Letter
Contact start	Contact start + 1 working day	Contact start + 1 working day
Contact end	Contact start + 1 working day	Contact start + 1 working day

Choose

until the overview tree appears.