TSR Visit recording in CIC0, 'To date' changes to current date

[Former Member]

Hey, hopefully this is the right forum for this.

When TSRs create a TSR Visit in the Interaction Centre (Trans CIC0), they are usually recording this for a historical date. However, the Interaction Centre's standard behaviour is it assumes you are in a call centre environment and are working on a "here and now" basis. So what it does when TSRs create a visit record, is default the TO (end) date to today's date once they hit the save button. They can over write this by overtyping the TO date with the actual (past) date once it has been saved and it will then overwrite the record with the required date.

I've been assigned the job of changing this standard behaviour to allow past dates to be entered and saved without having to create, save, overwrite and save again.

So what i'm looking for is function modules or locations of the code that is doing this.

Any help would be very appreciated.

[Former Member]

Hi,

Visit record is an activity transaction. Go to your activity transaction at the following:

1. Transaction Code SPRO

IMG -> CRM -> Transaction -> Basic Settings

Go to your Activity Transaction type that is creating the Visit record.

Find the relevant date profile.

2. Go to your date profile

Transaction Code SPRO

IMG -> CRM -> Basic Functions -> Date Management -> Define Date Profile

Select the relevant date profile assigned to your activity transaction type.

Make the necessary changes in the date profile. Read the relevant help documentation at Define Date Profile and you should be able to achieve what you want to achieve.

Go through the following link

http://help.sap.com/saphelp_crm60/helpdata/en/46/4948320d955d5ee10000000a1553f7/frameset.htm

This will guide you about Date Management.

Regards,

Deepak

[Former Member]

Thanks! I'm getting somewhere...

I've managed to find the date profile and the rule that I want to modify.

But can't for the life of me figure out how to change the rule.

i'm not actually sure how the rules work / are set up.

If you could help me once again it'd be much appreciated!

EDIT == I've managed find my way into the rule and which function module it's calling.

Will let you know if I need further assistance thanks again

Edited by: Kieran Ryan on Feb 3, 2009 11:55 PM

[Former Member]

Hi,

You just need to do basic configuration and do not need to do any coding to achieve your objective.

Go to

Transaction Code SPRO

IMG -> CRM -> Basic Functions -> Date Management -> Define Date Profile

Select the relevant date profile assigned to your activity transaction type.

(If the date profile is a standard SAP defined date profile copy the date profile by selecting the date profile and clicking on the "Copy Icon"; Similarly if you are using standard SAP Activity transaction copy the transaction in IMG -> CRM -> Transaction -> Basic Settings

Go to your Activity Transaction type that is creating the Visit record; Standard date profile or Activity transaction is the one whose ID does not start with "Y" or "Z". Also when you create your own date profile or activity transaction your ID should start with "Y" or "Z". )

Double-Click on "Date Types" on the left hand side tree

Select the corresponding Date Type

Click on the "Details" icon

On the bottom right portion of your screen there is "Default Values for Manual Entry" tab. Unclicking the "Current Time" will achieve your objective.

Regards,

Deepak

[Former Member]

Managed to follow your instructions, and it seems like the right place to be but had no effect, the actual date still sets itself to the current date.

Hmmmmmm not sure what else I can do.

[Former Member]

Hi,

Make necessary changes in the relevant Date Profile assigned to Activity Transaction.

Regards,

Deepak

[Former Member]

Could I please get you to elaberate on that? I'm very new to SAP