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Activity journal

Former Member
0 Kudos
82

Hi forum,

can anybody guide me hw to work with activity journal in crm 4.0.if u could plz explain configuration steps and will be of great help.

thanks in advance

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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some of configuration settings for Activity journal,

1.Create activity journal template type (Using Wizard)

2.Create activity Journal template (Using Wizard)

3.Item category determination for the transaction type

4.Open the activity

regards

satish kumar

Former Member
0 Kudos

Hi Satish,

thanks for the reply.i have done all the settings as per ur reply but iam unable to see the activity journal tab in the activity screen.plz guide me hw to make visible activity journal tab on the activity screen.

shridhar

Former Member
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Hai Shridhar,

Do you have any luck regarding the Activity Journal.

Are you able to see the activity journal in the Activity Screen.

RGDS

Former Member
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Hi Shridhar

I am having similar problem to what you faced some time back. I have created my activity transaction type , i also have my activity journal template. Now i want to link the two. That means i want to see my activity template in my activity transaction - how can i do this?

I think by now you might have had a solution to this problem..

Your help will be very much appreciated.

Thanks and regards

Ruchi

Former Member
0 Kudos

Hi Ruchi

In CRM Enterprise, you need to use a transaction type with the item categories ACT0, ACT1 and ACT, in order to use activity journals in the system. It is important that you assign all three item categories to the transaction type. If you do not use these item categories, the Activity Journal tab page will not appear on the interface or you will not be able to use specific fields in the activity journal.

The above item categories are delivered with the standard configuration, and are already assigned to the standard transaction type, Activity with Products (0020) for activity journals. If you wish to use another transaction type, you need to assign.

Former Member
0 Kudos

Hi Robin

You are the best ! I have maintained the item category determination as you have mentioned and i am now able to see activity journal tab in my transaction type.

Now my challenge is - how can i assign the activity journal template i defined to my activity transaction type ?

I will definitely award you points for the solution u hv already given to me and if you could help me further to over this challenge - i would highly appeciate it.

Best regards

Ruchi

Answers (3)

Answers (3)

Former Member
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hi!!!!!!!!!

All u have to do is maintain the category while creating the activity template type e.g. presentation, sales call and make sure u release the template type...i

In the transaction select the same category that you had created the template for and then in the activity journal tab you will be able to select your activity template.

Regards,

Diana Dias.

Reward with points!!!!!!!!!!!

Former Member
0 Kudos

Hi - it is working now - all set. Thanks a lot to you and Robin.

Unfortunately i don't think i can allot points to any of you because i am not the owner of this thread... sorry , next time i think i should start a new thread.

regards and appreciate all your help

Ruchi

Former Member
0 Kudos

Hi,

we r not using mobile sales but trying to use it in crm entp 4.0 mainly for activity management.the scenario is while creating the followup activity the system should pop up the agenda.

KaushalShah
Active Contributor
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Hi,

Are you looking for info on using activity journals in mobile sales?

In that case this might help:

http://help.sap.com/saphelp_crm40/helpdata/en/c7/afb83ac3a06d24e10000000a11402f/content.htm

Regards,

Kaushal