While implementing the Sales Activities module in our SAP system, I was asked to create several new Sales Activity Types. The Sales Activity Type field is found on the Sales Activities screen.
Use transaction code VC01N – Sales Activities to get there and you will see the Sales Activity Type field in the upper left corner of the screen. The following steps can be used to create new Sales Activity Types.
Of course, the quickest and easiest way to create a new Sales Activity Type is to copy one that currently exists and then proceed to make changes to it. If you copy all of the dependent entries you usually get all of the assignments copied over too. Although there may be some exceptions to this rule, most of the time it works.
1. Create the new Sales Activity Type
In order to create a new Sales Activity Type you have to create it in the SAP Configuration IMG. You can find it using the following menu path.
Configuration Menu: SPRO –> Sales and Distribution –> Sales Support (CAS) –> Sales Activities –> Define Sales Activity Types
SPRO (IMG) – Define Sales Activity Types
As an alternative, you can use the following transaction code to go directly to the Sales Activity Types screen.
Transaction code: OVCK – Sales Activity Types: Overview
Change View “Sales Activity Types”: Overview
Change View “Sales Activity Type”: Details
2. Assign Status Groups
Status Groups can be assigned to the new Sales Activity Type in the IMG configuration using the following menu path.
Configuration Menu: Sales and Distribution –> Sales Support (CAS) –> Sales Activities –> Define and Assign Activity Status and Status Groups
Sales Support Documents: Document Types: Status Groups
Change View “Sales Activities: Sales Activity Types: Status Group”: Overview
3. Assign Number Ranges
Number ranges should be assigned to the new sales activity type also. This can be done using the following menu option in configuration.
Configuration Menu: Sales and Distribution –> Sales Support (CAS) –> Sales Activities –> Define and Assign Number Ranges for Sales Activities –> Assign number range/sales activity type
Change View “View for Assigning Address Number Range to TVKK”:Overview
4. Assign Incompletion Procedures
You should also assign an Incompletion Procedure to the new Sales Activity Type using the following transaction code or configuration menu path.
Transaction code: VUC2 – Error Logs for Sales Activities: Overview
Configuration Menu: Sales and Distribution –> Basic Functions –>Log of Incomplete Items –> Assign Incompleteness Procedures –> Assign procedures to sales activities
5. Assign Partner Determination Procedure
The Partner Determination Procedure needs to be set up in order to create Sales Activities with the new Sales Activity Type. You do so in the IMG
Configuration Menu: Sales and Distribution –> Basic Functions –> Partner Determination –> Set Up Partner Determination
6. Assign Text Determination Procedure
Configuration Menu: Sales and Distribution –> Basic Functions –> Text Control –> Define and Assign Text Determination Procedures
Select SalesAct. ()General Texts
Click on Text Procedure Assignment
7. Complete all other associated fields in the Sales Activity Type
There are many other fields associated with Sales Activity Types. You will need to complete each field that will be used in your configuration of Sales Activities. You can find additional information about each of these fields and how to configure them in the SAP documentation.
Although it is not hard to create new Sales Activity Types, you just have to remember to complete all of the other information associated with Sales Activity Types.