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This text refers to program version 4.2  

Operations Menu - Create Activity

Use this function to create records in the Activity register in the System module. This can be useful if it is necessary, for example, to schedule a call to the Customer regarding the Service Order.

When you use the function from the 'Service Orders: Browse' window, separate unapproved records are created in the Activity register for each Service Order highlighted. These are saved in the Activity register, but are not opened for checking or amendment.

When you use the function from the 'Service Order: New' and 'Service Order: Inspect' windows, the following screen appears, by which a new Activity record can be created:

A new record is opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. The Customer Number, Name and Phone Number are brought in automatically to the fields on the 'Project' card. No default Activity Type will be offered. The Task Type of the new Activity will be To Do and the Symbol will be Other. The Start Date of the Activity will be the Planned Delivery Date of the Service Order or, if that is blank, the Service Order Date. The Person will be the Salesman from the Service Order, while the initials of the current user will appear in the Cc field. The Comment from the 'Comment' card of the Service Order is shown in the Text field in the 'header' of the Activity.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu. In either case, you will be returned to the Service Order window.

The Service Order and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Service Order quickly and easily when reviewing the Activity, or to open the Activity from the Service Order. When viewing the Activity or Service Order, click the button with the paper clip image to open a list of attachments. Then double-click an item in this list to open it.

The Service Order does not have to be saved before creating an Activity.

The 'Activity: Inspect' window is fully described here.

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