How to use LMD_VL_PLANNING - Visit List Planning

SAP Transaction Code - Details

• Transaction Code: LMD_VL_PLANNING

  Description: Visit List Planning

  Release: S/4HANA only

• • Program: P_LMD_VL_PLANNING

    Screen: 1000

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Smart SAP Assistant

• SAP Tcode: LMD_VL_PLANNING - Visit List Planning

  
  Overview: 
  LMD_VL_PLANNING is a SAP transaction code used to plan visits for sales representatives. It allows users to create and manage visit lists for sales representatives, and to assign them to specific customers. 
  
  Functionality: 
  This transaction code enables users to create and manage visit lists for sales representatives. It allows users to assign customers to specific sales representatives, and to view the visit list of each sales representative. Additionally, it allows users to view the customer's contact information, such as address and phone number. 
  
  Step-by-step How to Use: 
  1. Enter the transaction code LMD_VL_PLANNING in the command field. 
  2. Select the “Create Visit List” option from the menu. 
  3. Enter the name of the sales representative for whom you want to create a visit list. 
  4. Select the customers that you want to assign to this sales representative from the list of available customers. 
  5. Enter the date on which you want the visit list to be created. 
  6. Click “Save” to save your changes. 
  7. To view the visit list of a particular sales representative, select the “View Visit List” option from the menu and enter the name of the sales representative whose visit list you want to view. 
  8. To view the contact information of a particular customer, select the “View Customer Contact Information” option from the menu and enter the name of the customer whose contact information you want to view. 
  
  Other Recommendations: 
  It is recommended that users regularly review their visit lists and update them as needed in order to ensure that they are up-to-date and accurate. Additionally, it is recommended that users use this transaction code in conjunction with other SAP transaction codes related to customer management in order to ensure that all customer information is up-to-date and accurate.