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This text refers to program version 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.

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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 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 Date will be the Due Date of the Purchase Invoice.
  

• 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.
  

• The Text in the Activity will be copied from the Comment on the 'Comment' card of the Purchase Invoice.

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 Purchase Invoice window.

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.

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The Purchase Invoice register in Standard ERP:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Examples
  

• Preliminary Booking
  

• Inspecting Purchase Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Purchase Invoices
  

• Error Messages
  

• Printing Purchase Invoices
  

• Accruals in the Purchase Ledger
  

• Cash Notes in the Purchase Ledger
  

• Crediting Purchase Invoices
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Asset
    

  • Cash Out
    

  • Credit Note
    

  • Internal Invoice
    

  • VAT Correction P/L

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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