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This text refers to program version 8.4  

Create Menu - Contract - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Contract 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 Contracts. This can be useful if it is necessary, for example, to schedule a call with the Customer regarding the Contract.

To create an Activity from a Contract, first open the Contract 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 current date.

  • Customer details will be taken from the Invoice.

  • The Person will be the current user. As the Task Type will be To Do, the Activity will be placed in that user's Task Manager.
After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). 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 Contract window.

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

You must save a Contract 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 Contracts 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 Contracts, and specify the Activity Type to be used:

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

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The Contract register in Standard ERP:

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