Customer Relation > CRM Activity > Appointments > Appointment - Implementation  

Prerequisite

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

 KAG (Argentinean localization), PBDPO (Payment balance declaration).

Functional

 CCN : Concessions

 CFOM : Cash forecast management

 CSL : Consolidation

 DEB : EEC Exchange Declaration

 EFAT : Electronic invoice

 ELINV : Electronic invoice

 FCT : Factoring Management

 FUP : Reminder and Late Payment Mana

 LND : Loan Management

 MAXPD : Maximum period (companies)

 MUL : Multi-company Business Partner Management

 PPT : Prospect Management

 PRCSL : Pre-consolidation

Sizing

 ANA : No. of analytic dimensions

 COM : Commission Categories

 REC : Customer Sales Reps

 SFI : Max. nb entered inv. elts

 STC : Sales Statistical Groups

Localisation

 KBE : Belgian localization

 KFR : French localization

 KIT : Italian localization

 KPO : Portuguese localization

 KSP : Spanish localization

 KZA : South-African localization

Sequence numbers

The sequence numbers used to number the documents managed by this function are :

 ACT : Commercial Activities

The sequence number assignment function defines the sequence number used

Authorizations

This function is object managed. The creation, modification, andcancellation operations can be activated or de-activated for a given user.Filters by rolescan also be associated with this function.

As data are associated with a site, a filter per site can be activated.

Other prerequisites

Miscellaneous tables

The following miscellaneous tables are used by the function. They must be filled in if necessary :

 Miscellaneous table number 433 : Meeting category

 Miscellaneous table number 437 : Meeting satisfaction

Local menus

The following parameterisable local menus are used by the function. Their content must be updated if necessary :

 Local menu number 955 : Place of Appointment

Tables used

The following tables are managed by the function :

Table

Table description

ATABDIV [ADI]

Miscellaneous tables

AUTILIS [AUS]

Users

BAPPOINT [BAP]

Appointment

BPARTNER [BPR]

BP

BPCUSTOMER [BPC]

Customers

CONTACT [CNT]

Contacts

CONTACTCRM [AIN]

Contacts

CORRESPOND [COR]

Contact

HD4CLOB [HD4]

Commerl reports text file

HD6CLOB [HD6]

Mini-text file CRM

RESOURCES [RSS]

Resource

RESRES [RRS]

Resource Reservations

SALESREP [REP]

Sales Rep

TABCOUNTRY [TCY]

Countries