Another Reason to Adopt SAP C4C as Your PA - Recurring Visits

[Former Member]

SAP Cloud for Customer, November 2015 release, is now able to propose recurring visit(s) within the Start Date and End Date of a Route. The number of recurrences is based on the Recommended Frequency maintained for that particular Account and the date of the last completed Visit. SAP C4C will not be able to propose recurring visit if:

• The user is not the Owner of the Account
  
• The Recommended Frequency is not maintained for the Account
• The Account has no visit which has been set to completed
• The Visit Before date for the Account is today or earlier

Below is the extract on recurring visit proposal which is available from SAP What’s New Documentation at this link https://cp.hana.ondemand.com/dps/d/preview/4c39977127c74548ab91b1e3b90497ef/1511/en-US/frameset.htm?...:

Below are the steps and explanation for setting up recurring visits:

Before that, I have set up 5 Accounts to illustrate this functionality:

Taking Scuba Diving Hub Account for example,

With all the Accounts set up, we are good to start creating the recurring visit:

Go to Visits -> Routes -> New Route (Note the Start Date is today 28.10.2015 and I have set Saturday and Sunday as No Visits Day) -> Save and Open:

Click Add:

Note only 3 of the Accounts appear under the query “Visits Due for Owner” with their respective Visit-By Date. Snorkeling Hub and Football Hub did not appear here because no Visit was created for them and therefore the Recurring Visit feature should not be available for both of these Accounts. We are now going to create the last Visit for this Route -> Click on Show Advanced Filter:

Check the Add Recurrence checkbox -> Select the Account for this Visit -> Click Add to Date:

Then, select the date for this Visit -> OK:

Click Save:

We will start adding the recurring Visits now:

Click Add:

Note the End Date for this Route was updated to 05.11.2015 based on the Visit we have just created. Recurrence in Time Period column shows the number of Visit that should occur from the Start Date (28.10.2015) till the End Date (05.11.2015). Select an Account -> Click Add:

The recurring Visits are added into the Proposed Visits:

The calendar view of the dates in this period:

Referring back to the Account, the Visit Before field of Scuba Diving Hub is 29.10.2015, the Recommended Frequency is 2 Days and the End Date for this Route is on 05.11.2015. Therefore:

• The 1^st Proposed Visit for Scuba Diving Hub is on 29.10.2015
• The 2^nd Proposed Visit for Scuba Diving Hub is supposedly on 31.10.2015. However, I have set Saturday and Sunday as No Visit Day. Therefore, 2^nd Proposed Visit falls on the next visit day, 02.11.2015
• The 3^rd Proposed Visit for Scuba Diving Hub is on 02.11.2015 (4 Days after 1^st Proposed Visit). The Start Time for 3^rd Proposed Visit is at 10:00AM as the preceding Visit ends at 09:00AM and the Prep Time is set to 1 Hour. User will have to decide on their own whether to delete or reschedule one of the Proposed Visit on 02.11.2015
• The 4^th Proposed Visit for Scuba Diving Hub is on 04.11.2015 (6 Days after 1^st Proposed Visit). This is the last recurring Visit for this Route as the End Date is on 05.11.2015, therefore there is no more recurring Proposed Visit for Scuba Diving Hub under this Route

Click Save to confirm the recurring Proposed Visit (Activate and Generate Visits if the user is done here, proceed to the next step if otherwise):

We are now going to add recurring Visit for Badminton Hub into the same Route:

Click Add:

Select Badminton Hub -> Click Add:

The recurring Visits are added into the Proposed Visits:

Referring back to the Account, the Visit Before field of Badminton Hub is 31.10.2015, the Recommended Frequency is 3 Days and the End Date for this Route is on 05.11.2015. Therefore:

• The 1^st Proposed Visit for Badminton Hub is supposedly on 31.10.2015. However, I have set Saturday and Sunday as No Visit Day. Therefore, 1^st Proposed Visit falls on the next visit day, 02.11.2015. The Start Time for 1^st Proposed Visit is at 12:00PM as the preceding Visit ends at 11:00AM and the Prep Time is set to 1 Hour.
• The 2^nd Proposed Visit for Badminton Hub is on 03.11.2015 (3 Days after 1^st original Proposed Visit, 31.10.2015). This is the last recurring Visit for this Route as the End Date is on 05.11.2015, therefore there is no more recurring Proposed Visit for Badminton Hub under this Route (3 Days x 2 = 6 Days = 06.11.2015). User will have to decide if the 2 Proposed Visits are fine for them.

Click Save to confirm the recurring Proposed Visit. Activate and Generate Visits to create these recurring Visits on your calendar.

In case you are curious about the Proposed Visit for Basketball Hub, the end result is as follows:

*The behaviour of this feature described above is as of the time of this writing*