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How to Set Appointments for Seminars Using S/4HANA and Excel

Learn how to set appointments for seminars using S/4HANA and Excel including transaction codes, planning periods, and location settings.

By Julia Hamann

In this guide, we'll learn how to set up seminar appointments using S/4HANA and the Excel file. We'll cover how to input the seminar details, such as the date and location, and ensure the correct information is entered for the business event. This process involves using transaction code PV10 in S/4HANA to manage the seminar's planning period and location, as well as selecting the appropriate representer. By following these steps, you'll be able to efficiently create and save seminar events, ensuring all necessary details are accurately recorded.

Let's get started

After creating a seminar we will set the appointments now, including the representers and locations. You will also need the Excel file and S/4HANA.

Important: You have to create every appointment seperate!

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Click here
Step #1: Click here

In S4HANA, open the transaction code PV10. Enter the business event type and the earlier created seminar number.

In this case, it is T11-25. The planning period is the date for the training, we want to create

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You can find the training dates in the Excel file
Step #2: You can find the training dates in the Excel file

The first date is January 14th.

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The planning period needs to be changed to the 14th.
Step #3: The planning period needs to be changed to the 14th.

Please ensure you correct the date

If an appointment runs over several days, the date must be adjusted accordingly

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Click on "Data Screen"
Step #4: Click on "Data Screen"

The first thing you need to do is change the location. You can find the location in the Excel file below the field "Seminarort". It currently states that the seminar is in Hamburg.

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"Seminarort"
Step #5: "Seminarort"
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Click on "*"
Step #6: Click on "*"

You can enter "Hamburg," and it is typically "Hamburg-VELUX"

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Double-click on "Hamburg VELUX"
Step #7: Double-click on "Hamburg VELUX"

Select Hamburg-VELUX and switch the language to German

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Click here
Step #8: Click here
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Click on "DE German"
Step #9: Click on "DE German"
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Click on "Resource Selection" to add the representers
Step #11: Click on "Resource Selection" to add the representers
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Click on "Instructors for External train"
Step #12: Click on "Instructors for External train"
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Choose the associated representer
Step #13: Choose the associated representer
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Click here
Step #14: Click here
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Click here
Step #15: Click here

After that, you save the term. The business event is then created with it`s number

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Click here
Step #16: Click here
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Now business event is filles with the ID of that special training date "70022252"
Step #17: Now business event is filles with the ID of that special training date "70022252"

This number is the business event number, which will be entered in Lotus afterwards.

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The seminars and dates can be viewed in transaction PSV1
Step #18: The seminars and dates can be viewed in transaction PSV1
How to Set Appointments for Seminars Using S/4HANA and Excel