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E1: P90CA: Contacts P90CA070 Do Not Show Activities Created In Opportunities P90CB020 And Other CRM Programs (Doc ID 2529362.1)

Last updated on NOVEMBER 27, 2019

Applies to:

JD Edwards EnterpriseOne Sales Force Automation - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

On : 9.2 version Sales Force Automation / Calendar P90CA070
CRM creating activity within Opportunity P90CB020 Does Not Show Contact and the Related Activities Are Not Visible in Contacts P90CA070.


DESIRED OUTCOME:
Have Calendar Activities inherit the contact from the Opportunities and its as well as other programs. List activities by Contacts P90CA070.

 
STEPS
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The issue can be reproduced at will with the following steps:
1. Have contacts for a sold to
2. Find my contact using P90CA070. Select contact.
3. To create opportunity i click on Sales, Opportunity, click Add
4. Enter opportunity description. Save and continue
5. Click on Activities
6. Click on Add Activity
7. Activity inherits the customer and opportunity number but not the contact.

8. When review activities in the Contacts P90CA070 it must shows all related activities from other programs as well.



BUSINESS IMPACT
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The issue has the following business impact:
Sales people enter activity and then go to look at activities by contact (through P90CA070) and they don't see the activity. Using the Activity Homepage is not realistic when sales people want to see all the activities related to a particular contact. They do this to ensure they have completed all their follow up activities before contacting the customer contact. As a result, customer contacts are asking about open work that sales person "didn't see." We have customers with many contacts that a sales person calls on. Not having the activities by contact makes it impossible to know which one is for which. If we create Activity from within Contacts we get the contact in the activity. However, we don't get the opportunity number. We can't expect sales people to manually type in too much information. The process must be streamlined to effective for businesses.

Cause

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In this Document
Symptoms
Cause
Solution
References


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