New sales activity transaction

Scope of Functions

The new sales activity transaction (VC01N) allows you to set up a personal working environment for all sales employees.

There is one, transparent, screen for entering or reviewing all sales activity types.

When you call up the sales activity transaction, the system assembles a personal worklist in the left section of the screen which includes:

• All sales activities that are referenced with your name

• All customers who have been assigned your personnel number in the customer master

• All appointments in your R/3 System calendar

On the right side of the screen are the header and overview sections. In the header, you enter or view details on the activity and contact persons. The overview contains general data such as the description, information on partners, texts, and a new sales summary.

New functions in the personal worklist

• Direct access to your documents, customer information, and calendar appointments

• New icons that give a clear overview of activity type and completion status

• A function for displaying the incompletion log in place of the worklist

New functions in the header

• A drop-down menu for selecting sales activity types

• Information on customer visiting times for help in making appointments

• A button to reset the system, without leaving the sales activity, when you enter an invalid partner

• A telephone button for calling a customer/contact person directly from the sales activity

• An action box for creating a follow-up action in reference to the sales activity
  

Follow-up actions created here are based on Workflow functions. There are several standard Workflows to choose from. In Customizing for Basic Functions in Sales and Distribution, there are two new activities for setting up Workflow and assigning follow-up actions to the action box.

• A button for linking a sales activity to other R/3 documents, external documents, or Internet sites.

New functions in the overview

• A text box, in addition to a text tab page overview, for writing new texts or displaying existing texts

• A partner overview

• A new, improved sales summary
  

The advanced version of the sales summary contains a wide variety of information blocks in HTML format, allowing you to view sales activities in external systems, such as mobile sales.

The information blocks displayed in the sales summary contain dynamic links. You can, for example, branch to the customer's last order directly from the sales summary.

There are advanced filtering and display functions to personalize the information that is shown.

• A function to send sales activities, with additional notes, as E-Mail

Note that the previous sales activity transaction is available, only not over the menu. If you prefer to work with this transaction, enter the VC01 transaction code in the transaction code field.