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 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 and End Dates will be the Due Date of the Invoice.

  • Customer details will be taken from the Invoice.

  • The Person will be the Salesman from the Invoice, and the Signature of the current user (if the current user is not the Salesman) will appear in the Cc field. As the Task Type will be To Do, the Activity will be placed in the Salesman's and the current user's Task Managers.
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 Invoice window.

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:

Please refer here for full details about the 'Activity: Inspect' window.


The Invoice register in Standard ERP:

Go back to: