This function can be used 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 with the Supplier regarding the Purchase Invoice. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting in the CRM module. The Task Type of the new Activities will be To Do, the Symbol will be Other and the Start Date will be the Due Date of the Purchase Invoice. The Person will be the current user.

When the function is selected, 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. 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 Purchase Invoice window.

The Purchase Invoice and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Purchase Invoice quickly and easily when reviewing the Activity, or to open the Activity from the Purchase Invoice. When viewing the Activity or Purchase Invoice, 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 Purchase Invoice does not have to be saved before creating an Activity.

You can choose to have an Activity created automatically when each Purchase Invoice is approved. Again, this is controlled using the Activity Types, Subsystems setting in the CRM module.

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

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