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Create Menu - Activity - Way List

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

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The 'Way List' function allows you to create a Mileage record from an Activity quickly and easily, without the need to change to the Expenses module and open the Mileage register.

For example, if you are entering an Activity to record time spent working on a Project, save the Activity and then select 'Way List' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The following window will open, allowing you to create a new Mileage record:

The new record will be opened in a window entitled 'Mileage: Inspect'. This means that it has already been saved and is being opened for checking. The details in the Mileage record will be as follows:

• The Trans. Date will be the current date.
  

• If the Persons field in the Activity contains a single Signature, and if the relevant Person has been quoted in the Used By field in a record in the Cars setting in the Expenses module, the details from that record (Car Code, Car Model and other details) will be brought in to the relevant fields in the Mileage record.
  

• The period represented by the Date From and Date To fields in the Mileage record will be the current month.
  

• Any Project specified in the Activity will be copied to the Project field in the Mileage record.
  

• Two rows will be added to the Mileage record, one for the Start Date in the Activity and one for the End Date. The Contact in the Activity will be copied to flip B in both rows.

Please refer here for details about processing a Mileage record.

The Activity and the Mileage record will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Mileage record quickly and easily using the Link Manager, while you can open the Activity from the Mileage record using the Workflow Manager.

If the function does not create a Mileage record, the probable causes are:

1. There is no valid record in the Number Series - Mileage setting (in the Expenses module). This problem will usually occur at the beginning of a new year.
   

2. The Activity has not been saved.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu
  

• Create menu, including:
  
  • Email
    

  • Letter, Letter with Quote
    

  • Order
    

  • Quotation
    

  • Subtask
    

  • Way List

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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