SAP C4C Report - Visits to show all related follow up documents

[sahrishi]

Hi Experts,

Need help on building a report to show all Visits and their related objects to analyze all Tickets, opportunities, sales quotes and sales orders that originate, either directly or indirectly, from a given Visit/s.

Please advice if there is any solution in SAP C4C to meet this requriement.

Thanks in Advance for help.

Regards

RS

[12arthur · Accepted solution]

Hi Rishikesh,

I hope you are having a good day, I performed some research on the subject you mentioned in your question and I would like to discuss it further with you.

Currently, a standard Data Source or Report which can provide all the information you required is not delivered in our Cloud for Customer system.

To fulfill this business requirement, I would recommend you to create Custom Joined Data Sources between the Visits, Tickets, Opportunities, Sales Quotes and Sales Orders Master Data Sources in the system, so then you would be able to get information regarding all these specific topics into one single Custom Data Source.

I hope this clarification can find you well.

Thanks
Best regards,
Arthur Hanauer
Support Consultant, SAP Cloud Product Support
SAP Labs Latin America

[vignesh_karuppasamy · Accepted solution]

Hi Arthur,

We are also looking for the same report. We tried to Create a joint data source and joined the visit ID to Reference document ID field in Opportunity header data source. Unfortunately, in the new joint data source, we are not successful in getting the opportunity which is created as follow up for a particular visit.

Also we checked the opportunity header data source seperated by passing the Opportunity ID (created as follow up for visit). we expected to see the visit ID in Reference document ID field.But it is showing #.

Please advice if we are choosing the wrong field for creating the join data source.

Thankyou in advance...!

Best regards,

Vignesh K

[former_member277097]

Hello Vignesh,

We would recommend you to raise a new question in the community. Even though the second question looks related to the original question, submitting a new question would ensure a faster follow up, since the original question was submitted quite some time ago.
Looking forward to hear from you.

Sincerely,
Marlon Gräwer