Entering content frameProcedure documentation Editing a Sales Activity Locate the document in its SAP Library structure

You can now create, change and display sales activities with just one transaction. It leads to a clear comprehensible screen, containing both your personal worklist and the relevant sales activity. For more information about using the worklist, see Working with the Personal Worklist.

Depending on how your system is configured, the information proposed by the system and the data you must enter may vary for the different activity types.

Prerequisites

For more information about both these prerequisites, see the relevant documentation in the Implementation Guide.

Procedure

To create a sales activity:

  1. From the SAP standard menu, choose Logistics ® Sales and Distribution ® Sales support. Then choose Sales activities ® Edit.
  1. If you wish to process an existing sales activity, you can either choose the relevant object in your worklist, or choose Sales activity ® Get and use the following dialog box to search for the activity.
  2. NoteIf you do not choose an existing sales activity, the screen is ready for you to create a new sales activity.

  3. In the Sales activity section, choose the type of activity from the drop-down box.
  4. Enter a short description of the sales activity in the Comment field.
    You can use your short description to search for the direct mailing later.
  5. In the Contact persons section, enter the customer with whom you are making the contact.
  6. NoteIf the system does not accept your entry, it issues an error message and blocks all further entries in the sales activity. To reset the system without leaving the sales activity, use the Reset if incorrect button. The system automatically deletes your last entry and reopens the fields.

  7. If the sales area data is not automatically proposed, enter the data in the Organizational unit section.
  8. Once you have entered this basic data, you can:
  1. Save the sales activity. If you have not entered all the required data, the system informs you that you need to edit the incomplete data.

Result

The sales activity is displayed in your personal worklist, depending on the scope of display for the worklist.

You can send the sales activity to any of your colleagues for information or follow-up, by choosing Send with note.

Leaving content frame