2739565 - The User Is Able to Create Visits Maintaining Start Date/Time in the Past

The user is able to create visits maintaining the start date/time in the past.

SAP Cloud for Customer

1. Go to the Visits work center.
2. Go to the Visits work view.
3. Click on New button.
4. Fulfill the Start Date/Time before the day of visit creation.
5. Fulfill the End Date/Time before the day of visit creation.
6. Fulfill the mandatory fields.
7. Save.

Results: The visit should be saved even the Start and End Date/Time has been configured in the past.

This is the current system behavior.

As a workaround, the user may create a workflow rule to set the status of the visit created in the past to canceled.

1. Go to the Administrator work center.
2. Go to the Workflow Rules work view.
3. Click on New.
4. Under Enter Basic Data tab, fill the Description field as desired, select Visit for Business Object field and On Every Save for Timing field.
5. Under Define Conditions tab, Click on Add Group and select Start Date Time for Field option, Less than for Compare Operator, choose Field for With and Created On.
6. Again, Click on Add Group and select Start Date Time for Field option, Less than for Compare Operator, choose Field for With and Created On Date Time.
7. Under Define Actions tab, select Action for Rule Type and choose Cancel for Select Action field.

Then, after the visit is defined with a Start Date/Time in the past, the workflow should be triggered and the status is changed to Canceled.

If the feature/functionality is needed as a matter of urgency, please refer to KBA 3475641 - Functionality Currently not Available.

SAP Admin Guide - Configuring Visits and Routes

Visit, Start Date/Time.
, KBA , LOD-CRM-ACT-VST , Visit Planning , How To

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