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Create Menu - Receipt - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Receipt record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.

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The Workflow Activity function allows you to create Activities from individual rows in Receipts. This can be useful if, for example, you need to remind yourself to check the bank account to make sure a payment has cleared.

To create an Activity from a Receipt, first click (Windows/Mac OS X) or tap (iOS/Android) in the row in the Receipt that contains the Customer whose details you need to be copied to the Activity. Then, select 'Workflow Activity' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The following screen appears, where you can create a new Activity:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. The new Activity will contain the following information:

• The Activity Type will be taken from the Activity Types, Subsystems setting in the CRM module.
  

• The setting of the Done check box will also be taken from the Activity Types, Subsystems setting.
  

• The Task Type will be To Do.
  

• The Symbol will be Other.
  

• The Start Date will be the Transaction Date of the Receipt, and the End Date will be the current date.
  

• Customer details will be taken from the Contact record for the Customer specified in the Receipt row.
  

• The Contact Person will be taken from the Invoice or Order specified in the Receipt row. If no Invoice or Order is specified (i.e. the row contains an On Account Receipt), the Contact Person will be taken from the Contact record for the Customer.
  

• The Person will be the current user. As the Task Type will be To Do, the Activity will be placed in the current user's Task Manager.
  

• The Text in the Activity will be taken from the Comment field on flip H of the Receipt row.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or tapping √ (iOS/Android) in the Button Bar. You can then close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android). In either case, you will be returned to the Receipt window.

The Receipt 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 Receipt quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Receipt using the Workflow Manager.

You must save a Receipt 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.

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The Receipt register in Standard ERP:

• Introduction
  

• Entering a Receipt
  

• Receipts in Currency
  

• Checking Receipts, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Receipts
  

• Prepayments and On Account Receipts
  

• Correcting Mistakes in Receipts
  

• Withholding Taxes in the Sales Ledger
  

• Operations menu
  

• Create menu, including:
  
  • Receipts Suggestion
    

  • Workflow Activity
    

  • Cash In
    

  • Cheque
    

  • Down Payment
    

  • E-Mail
    

  • Prepayment Invoice
  
  
• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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