Search HansaManuals.com HansaManuals Home >> Standard ERP >> Sales Ledger >> Invoice Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.1 Create Menu - Invoice - Workflow Activity This page describes the 'Workflow Activity' function on the Create menu in the Invoice record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.--- The 'Workflow Activity' function allows you to create Activities from Invoices. This can be useful if, for example, you need to schedule a call as the Due Date of an Invoice approaches, to check that it will be paid. To create an Activity from an Invoice, first open the Invoice in a record window and then select 'Workflow Activity' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The following window will open, allowing you to create a new Activity:
The Invoice and the Activity will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Invoice quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Invoice using the Workflow Manager. You must save an Invoice at least once before you can create an Activity from it. This is to ensure that the links mentioned in the previous paragraph can be established. You can choose to have Activities created automatically from Invoices when you save them after marking them as OK. This is controlled using the Activity Types, Subsystems setting in the CRM module. In the Generate Activities column in that setting, choose the Automatically option for Sales Invoices, and specify the Activity Type to be used: --- The Invoice register in Standard ERP:
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