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Enhancement of List Functionality in Sales Support ( RELNSD_40_CAS_LISTSLSACT )

Enhancement of List Functionality in Sales Support ( RELNSD_40_CAS_LISTSLSACT )

PERFORM Short Reference   Addresses (Business Address Services)  
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Short text

Enhancement of List Functionality in Sales Support

Description

In Release 4.0, the following functions for lists in Sales Support have been redesigned and are now managed by the Basis tools, the ABAP list viewer and the report tree:

  • Selection process
  • List layout
  • List functions

Selection process

The selection process has been enhanced as follows:

  • Partner information such as contact person, partner function and customer class can now be taken into account in the selection process.
When you specify a customer and a contact person as selection criteria, the system selects sales activities which contain both the customer and the contact person.
  • Address lists can also be included in the selection process.
  • You can define dynamic selections in addition to the selection criteria in the selection report.
For the dynamic selection, you can select any number of fields from the following sources and define a value for them:
  • Sales activity

  • Partner screen in the SD document

  • Sales area data in the customer master

  • Contact person screen in the customer master

  • SD document flow

You can create lists such as the following:

  • Open sales activities for a particular contact person
  • All sales activities for customers assigned to the class 'major customers'

You can store your selection criteria in a selection variant. In the selection variant, you can control which fields appear on the selection screen.

List Display

You can manipulate the display of the list manually or using display variants. You can use all fields from the:

  • Sales activity
  • Direct mailing
  • Business partner master record

You can store the display of the list you create either as a standard or user-specific display variant. You can also define this variant as the initial variant for displaying lists in Sales Support.

List Functions

You can perform the following new functions:

  • Sort in ascending or descending order
  • Search for particular values in the list
  • Save the list in the report tree, to an office folder or to an external file
  • Branch to a sales activity and change it
The list is updated automatically when you return to the list.
  • Branch to SAPoffice

The list can be used as a worklist for performing follow-up actions such as

  • Creating a direct mailing campaign or sales activity
  • Performing crossmatching (checking for unnecessary sales activities)
  • Performing telesales or telemarketing activities

Effects on Customizing

The following IMG activities in Sales Support have been deleted:

  • Defining display variants
  • Defining totals variants
  • Defining default values
  • Defining fields which can be used in a display variant

As of Release 4.0, you make settings interactively in the list. The settings are entered automatically in a transport request.

If you want to convert your existing display variants so that you can use them in the new interface, run the report SD_UMSL_T180S_LISTVIEWER.

Remember that to be able to include existing documents in your lists, you must update the partner indices by running report RVV05ICA.

For more information on the list viewer, choose Help -> R/3 library -> FI -> CO-Controlling -> Overhead Cost Controlling -> CO Overhead Cost Controlling -> Infosystem Cost Center Accounting -> ABAP Listviewer.






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This documentation is copyright by SAP AG.

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