This procedure is used to report sales activities in a list. Reporting items made in this procedure are the same as in the Update Customer, Customer Info, Register Quote, Register Customer Order and Register Blanket Order - Sales, but it can sometimes be useful and more rational to report many activities at the same time in an updateable list.
The information that can be updated in this procedure includes status, comments, who reported and the report date.
The user that is reporting the activity can only see the activities in the list that he or she is authorized or responsible for reporting.
You can select activities by Planned date, Activity, Activity status, Customer code, Customer category and Customer status.
The Activity Reporting list.
Read more in the help section for the Activity Reporting - Sales procedure under Customers in the Sales module.