Search HansaManuals.com HansaManuals Home >> Standard ERP >> Purchase Ledger >> Purchase Invoice Register Eelmine Järgmine Prindi kogu peatükk Otsi Juhend HansaWorld Enterprise'i versioonile 8.1 Create Menu - Purchase Invoice - Workflow Activity This page describes the 'Workflow Activity' function on the Create menu in the Purchase 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 records in the Activity register in the System module. This can be useful if you need, for example, to schedule a call with the Supplier regarding the Purchase Invoice. To create an Activity from a Purchase 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 appear, where you can create a new Activity:
The Purchase 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 from the Link Manager in the Activity, while you can open the Activity from the Purchase Invoice using the Workflow Manager. You must save the Purchase Invoice at least once before you can create an Activity. This is to ensure that the links mentioned in the previous paragraph can be established. You can choose to have an Activity created automatically whenever you mark a Purchase Invoice as OK and save it. Again, this is controlled using the Activity Types, Subsystems setting in the CRM module. The 'Activity: Inspect' window is fully described here. --- The Purchase Invoice register in Standard ERP:
|