Working with the Personal Worklist 
Use
You use the personal worklist to display existing activities or promotions either for yourself or another employee. It provides you with a clear overview of activities that are currently being worked on in your sales support team.
Integration
The personal worklist is always displayed on the left-hand side of the screen when you call up either Edit promotions or Edit sales activity from the Sales Support menu. When you choose an item in the list, the system displays it on the right-hand side of the screen. If you choose another sales activity or promotion in the worklist, the system automatically changes the display in the header and overview.
Features
The personal worklist contains:
- All sales activities or promotions that are referenced with your name under My sales activities
- Customers who have been assigned your personnel number in the customer master under My customers/sales prospects
- Your appointments in the R/3 System calendar (as well as other calendar types linked to the R/3 System, if required)
- Activities belonging to other employees
You can switch off the worklist so that the whole screen is used to display the sales activity or promotion.
You can also replace the worklist with a list of incomplete sales activities.
Prerequisites
To see all the customers who have been assigned your personnel number in the customer master, the following three settings must be made in the master data:
- You must have a personnel record.
- Your personnel number must be entered as an Employee responsible, or other partner role, in the customer master.
If more than one employee has been assigned to a sales activity, the activity appears in all the relevant worklists.
- Your personnel number must be entered in the Communication section in the sales personnel master.
Use type
0001
,
System user name (SY-UNAME). There is a special rule for automatically assigning the personnel number to the partner.
Activities
To call up sales activities for a specific time period, choose the date bar at the top of your worklist.
Choose the Scope of display icon on the main toolbar or specify whether or not to include sales activities, customers, or appointments in the worklist.
To display sales activities for a customer, click on the sales activity. Click on the customer to branch directly to the customer master for viewing or changing data.
To view the documents, customers, and appointments of another employee, click on the Employee bar and enter a name in the dialog box. Their worklist is displayed below yours.
To branch directly to the calendar to add or change an item, click on the month or on a specific appointment.
To turn off the personal worklist, choose the Hide/Display worklist icon on the main toolbar.
To display the incompletion log in place of the personal worklist choose Goto ®
Incompletion log. For more information, see
Working with Incomplete Data.