Activity Monitoring & Task Management
Masters Activity Template
List of Tasks/Activities
Define Predecessor Activities
Assign Responsibility (should be a SAP B1 User)
Tag Critical Tasks/Milestones
Define Dependencies
Transaction
Project Creation
- Attach Activity Template to Sale Order
- Enter Target Dates
- Modify other details like responsibility, dependencies, millstones, etc
- Define escalation process
Daily To-Do List
- Prompt window with list of current day’s tasks assigned to the user along with carry forward tasks
- Flag for critical tasks and predecessor tasks
- Mark tasks as ‘Complete’ (default status being ‘Not Complete’)
- Default update of posting date as ‘Completion Date’
- Alert for dependencies if posted as ‘Not Complete’
- Remarks / Comments
Reports
Client-wise, Sale Order-wise, User-wise, Date-wise
Activity Calendar
Status Report
Deviation Report