HansaManuals Home   >> Standard ERP   >> Kulutused   >> Väljamaksete register  

Eelmine   Järgmine               Prindi kogu peatükk               Otsi  

Juhend HansaWorld Enterprise'i versioonile 8.4  

Create Menu - Personnel Payment - Workflow Activity

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

---

Creating an Activity from a Personnel Payment can be useful when you need to schedule a follow-up task related to it.

You can create an Activity from a Personnel Payment using the following methods:

1. Open the Personnel Payment in a record window and select 'Workflow Activity' from the Create or + menu. Save any changes you have made to the Personnel Payment record before selecting the function.
   

2. Open the Personnel Payment in a record window and then open the 'Workflow Manager' window. Click or tap the [+] button in this window to create a new Activity.

In all cases, the new Activity will be opened automatically for checking and approval:

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:

• No default Activity Type will be offered.
  

• The Task Type will be To Do.
  

• The Calendar Type will be Don't Show.
  

• The Symbol will be Other.
  

• The Start Date and Time of the Activity will be the current date and time.
  

• 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.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or 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 Personnel Payment window.

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

You must save a Personnel Payment 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.

The 'Activity: Inspect' window is fully described here

---

The Personnel Payment register in Standard ERP:

• Introduction
  

• Entering a Personnel Payment
  

• Inspecting Personnel Payments, Marking as OK and Posting to the Nominal Ledger
  

• Printing Payment Forms and Cheques
  

• Invalidating Personnel Payments
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Email(s)

---

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

Eelmine   Järgmine   Algusesse            Prindi kogu peatükk