Symptom
You noticed that the Checkboxes for Low Performing and Declining Accounts are missing in Dynamic Visit Planning.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Dynamic Visit Planning Workcenter.
- Navigate to Cockpit view.
- Click 'All Accounts'
- There is only the check box for High Priority Accounts
The checkboxes for Low Performing and Declining Accounts are missing.
Cause
The checkboxes which were earlier present for Low Performing and Declining (which filter on Perfect Store) are now moved to the Advanced Filters.
Resolution
If they are not visible, kindly enable by following the steps below:
- Go to Dynamic Visit Planning Workcenter.
- Navigate to Visit Administration view.
- Go to Cockpit Filter Configuration pane.
- Go to Visit Recommendation.
- Click the icon to add more filters.
- Under Perfect Store, you will see the option to add Low Performing and Declining Accounts filters is available.
Keywords
DVP , Accounts , Filter , Checkbox , Marked , Selected , Visible , KBA , LOD-CRM-DVP , SAP Sales Cloud, dynamic visit planning add-on , How To
Product
SAP Cloud for Customer core applications 2402