SAP Knowledge Base Article - Public

2789388 - You Do Not Want for Users to Be Checked-in or Checked-Out of a Visit Depending on their Proximity to the Account Address

Symptom

Currently, your end-users must located around the Account Address Geocode to be able to Check-in or Check-out of a planned Visit.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the visits workcenter.
  2. Go to the Visit view.
  3. Open ABC (ABC represents the Visit you are about to pay, or you just paid to the Customer).
  4. Click Actions.

Result: Execution Button (Check-out) is not actionable, as you may be located away from the physical location (address) maintained for this Account.

Cause

You are considered out of the check-in range.

Your current Business Configuration limits this realm of action when your device is located away from the Address maintained in the Account Master Data.

Resolution

To disable the proximity validation of Visits, you may take these steps:

  1. Go to the Business configuration workcenter.
  2. Implementation Projects
  3. Highlight Your Project
  4. Edit Project Scope
  5. Reach stage 4: Questions
  6. Expand Sales
  7. Expand Account and Activity Management
  8. Expand Activity Management
  9. Uncheck the corresponding question to disable proximity validation for visits: "Do you want to validate users’ proximity to Accounts during check-in?"

Please note that there are dependencies within the Visits Questions List. Refer to the pane below the question List in case the mentioned Question is not scopable (grayed out).

The related fields will no longer be visible in the Visits.

Keywords

proximity validation, check-in, check-out, Longitude field, Latitude field, User Check, User restriction, Visits. , KBA , LOD-CRM-ACT-VST , Visit Planning , Problem

Product

SAP Cloud for Customer add-ins all versions