Sales order from visits

[garias]

Hi guys, hope all had great end of year and that this new year will become great for all.

I want to know how to create a report or KPI, in C4C, to show how many sales orders were made inside a visit. Our commercial team measure the efectiveness of the visit using this relation, among other reports.

Thank you in advance

Best regards

Gustavo Arias

[former_member226 · Accepted solution]

Hi,

You can do so by using a standard Data Source CODACTBTDB(Activity BTD Reference). It stores all the visits as appointment along with other general appointments. So in order to select unique visit and not appointment we can create a join Data Source

So idea would be as follow:

1. Create a join data source(inner join) using CODACTBTDB(Activity BTD Reference) as anchor data source with CODAPAVISITHB(Visit Header). Create a join condition as Activity UUID == Visit (UUID).

2. Create a new report on top of data source created (from step 1) and in the step 4(characteristics properties) define a fixed value selection for "BTD Reference Type" as a "Sales Order".

3. Finish the rest of the report steps, Save and start using this. Here counter will always show order created against visit ID.

Once this report is available then you can configure various view and create KPI out of it.

I hope this helps a bit.

BR

Saurabh

[garias]

Thank you saurabhkabra2009.

Sorry for my late reply, I´ll try the solution.

Best regards

Gustavo Arias