how to set up meeting with sales employee & how to create activity in a emp

[Former Member]

Hi all,

I have two scenarios to be configured for my client.

1. Sales manager should be able to set up a meeting with his sales team in CRM. can any one give me a idea how we can configure it in SAP CRM & what is the transaction type (Business activity) to be used to setup meeting with employees.

2. How to create an activity or task in employees calendar. where we configure calendar in SAP CRM, do we need to assign this calendar any where in order to create create activity for employees calendar.

Please do let me know how to achieve the above scenarios.

I got one more issue is that, I have created two transaction types (business activity types) 1 for transaction type for meeting with employee with category "meeting" in business activity and 2nd transaction type is for sending email to employees with category "email" in business activity. I have also assigned these transaction types to categories under sentings for activities ->assign transaction types to categories in SPRO. But I am not finding these two transaction types on UI under activities. If use different category for these transaction types like appointment then these are available on UI for activities. Please suggest me how to fix this issue too.

Thanks in advance

JM

[Former Member]

Hi JM,

1. It depends how you want to configure this and your detailed requirements. One way would be to create an activity of type Appointment and from this, create a CRM E-mail activity that sends an e-mail to all the Attendees in order to setup the meeting.

2. Synchronizing Activities/Tasks is done with the Groupware Integration. I'm sure you can find some documents in SDN for it, but for now you can take a look at the IMG node (Customer Relationship Management->CRM Middleware and Related Components->Groupware Integration) and the help.sap.com (http://help.sap.com/saphelp_crm70/helpdata/EN/47/09e1c4cc8d4861e10000000a155369/frameset.htm) page.

The "New" button in the standard Activities Search will load everything under the "screen kind" ALLS, which means all Activities with Activity Class Appointment, Task, E-mail and Sales Call. You can see this in the method CL_CRM_UIU_BT_ACT_CUST_GET=>GET_ACT_CLASS_FOR_SCREEN_KIND. It is pure UI logic that you can influence if you make modifications or enhance the Appointment UI (for example the component BT126S_APPT, by changing the screen kind passed). You'd need to debug a little bit to understand the logic, however.

Hope this helps,

Kind regards,

YZ

[Former Member]

Hi Yaou,

Thank you very much for your reply

Thanks

JM