How to determine visit (or) Tour planning by creating activity scheduling and

calendar entry:
I want to determine visit planning by creating activity scheduling and calendar entry.
STEPS:
1. First we need to create default values of visit plans and activity scheduling.
2. Now create a visit plan.
3. Now create an activity scheduling and maintain the calendar.
4. Test.
USAGE:
Visit planning is available within the context of activity management for CRM mobile and CRM
enterprise. Visit planning supports sales personnel, accounting managers and back office personnel in
the planning and execution of their activities for all kinds of contacts with business partners. Visit plan is
a collection of calls to business partners, including time and day of completion.
PROCEDURE:
1. To define default values for visit plans and activity scheduling,
Nav.path:


Now maintain,
Duration=1 hour
Preparation time=30 minutes
Transaction type=0000(Appointment)
Category=301
Work hours=08:00-18-00
Date type=scheduled activities
Check the "Fill entire period".

Now save it.

2. To test in webui,
To create a visit plan,
Activities->create->visit plan

Enter,
Visit plan=NX7 product demonstration
Valid from=30-01-2013
Valid to=30-01-2014
Action type=Appointment
Status=released

Now in "Accounts" AB,
Enter,
Account id - week. No - week day - start time
3271 - 1 - MON - 10:00
3272 - 2 - WED - 11:00
3273 - 3 - THU - 10:00
3274 - 4 - FRI - 12:00

Now save it.

Now we need to create an "Activity scheduling",
Activities->Activities->Activity scheduling

Now in "Accounts" AB, click on "Insert" and choose the visit plan "NX7 product demonstration".


Now click on "create proposal",

Now click on "calendar" in "Accounts" AB.


Now click on "Accept proposals",