2543472 - Visit-By Date Field is Empty

Symptom

You are adding accounts via proposed visit in a Route and see that Visit-By Date field is empty

Environment

SAP Cloud for Customer

Reproducing the Issue

Go to Visits work center
Select Routes view
Select Show All and find forthe Route ABC (Where ABC is the name of the route)
Click in Add in the proposed visits pane
From the value help, try filtering for accounts based on any criteria

You will notice that the Visit-By date field for the accounts of the Proposed Visits is empty.

Cause

If you create a route for a particular sales area, then visit by date will be shown only if you have a visit before date maintained for account respect to that sales area. In order to check the same, you need to follow the steps below

Go to Customers Workcenter
Go to Accounts View
Select show All and find for the account
Navigate to facet Visits By Sales Area

If Visit Before for the corresponding sales area (combination of Sales Organization, Distribution Channel, Division ) is not maintained then it will be empty.

Resolution

This is the standard behavior of the system.

If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

An alternative option may be to check the corresponding SAP Customer Influence Site to submit an idea:

Keywords

KBA , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions