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Configuring Activities

Hello

I am configuring activity for first time.So need some guidance.

1. Is that possible to have multiple 'Employee Responsible' for an activity ?

In our scenario, a follow-up activity requires involvement/response from 3 different department's Managers.

Can we configure the Partner Functions for Activity with 3 -5 Employee Responsible (in max field)?

Will there be a problem ?

2. Categories in Activity: What is the difference between Task/appointment and Phone/Email ?

When do we use them ? Which categories will update the Calender of Employee Responsible ?

Cheers

RJ

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3 Answers

  • Best Answer
    Posted on Dec 23, 2013 at 08:48 AM

    Hi Remo,

    To complete what Jorge wrote in the response above, you'll have to make sure that the following OSS note is implemented in your system to allow multiple "employee responsible":

    844503 - Multiple partner functions of partner functions categories

    I've implemented it already, and never faced any bad side effect.

    Regards,

    Nicolas.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 20, 2014 at 05:29 PM

    Hello Both

    Can we have an activity that has 'Task' and 'Appoitment' as 'Category' ?

    Also for some reason, I do not see the icons in the 'My Open Tasks' of home page.

    Please help.


    No icons.png (5.7 kB)
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  • Posted on Dec 21, 2013 at 12:46 PM

    Hi Remo,

    I'm gonna ask your questions:

    1. Yes, is possible to have multiple "Employee Responsible". It's a normal requirement. For example, in tasks or visits, the creation user can assign manually another employees to involve them into this activity. Then, you have two ways to perform this requirement (depends of requirements).

    • Only one partner function: As you say, you have a partner function "Employee Responsible" with 3-5 partners max. In this configuration, the assigment of employees have to be manually performed.
    • More than one partner function: Also, you can add more diferent partner functions to perform automatically determination of each employee.

    2. As SAP says "Category is used to classify an activity in a business transaction. The activity category controls which functions are available for a specific activity type. Activities can be divided into different activity types, for example, business activity and task. It is possible to create categories to further define activity types." There is main differents between Tasks and another activities.

    • Tasks: Contains information about the activities that one or more employees have to complete by a particular date. You use tasks when you want to create an activity that is not associated with a particular account.
    • Business Activity: Contains information about the interaction with the business partner on a particular date. A business activity must have a partner, a start date and a finish date.
    • Interaction log (Telephone, visit, ): You have to use it only for register an interaction. It has a direction, goal,

    For calendar update you have to check this field:

    I hope that helps.

    Best regards.


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