General Information about Activities

Why Use This Procedure?

This procedure is used to register activities linked to customers, suppliers, parts and agreements. These activities will then be eligible when creating an activity for customer, quote, customer order, supplier, inquiry, purchase order, part, or employee. You can also create activity templates here that work as default lists of activities that shall be performed.

In this procedure you find the following tabs:

• Customer Activity where you in a table can register customer activities, with code and name.
• Supplier Activity where you in the corresponding way can register supplier activities.
• Part Activity where you in the corresponding way can register part activities.
• Agreement Activity (for Sales and Purchase) where you in the corresponding way can register agreement activities.
• Employee Activity where you in the corresponding way can register employee activities.
• Activity templates where you can create activity templates, if needed.

The following activities are not registered in this procedure (however, activity templates for nonconformities and project are registered here):

• Nonconformity activities - these are instead registered under the Activities tab in the Register Basic Data procedure, under Quality in the Inventory module.
• Project activities - these are instead registered under the Activities tab in the Register Basic Data - Project procedure, under Projects in the Accounting module. Project activities activities are divided into main and sub-activities. Read more about this in the Help Function for the Register Basic Data - Project procedure.

Where Are Activities Used?

You can use customer activities under the CRM tab in the Update Customer or Customer Info procedures in the Sales module. You can also use customer activities under the CRM - Customer Relationship Management tab in the Register Quote, Register Customer Order and Register Blanket Order - Sales procedures.

You can use supplier activities under the SRM tab in the Update Supplier and Supplier Info procedures in the Purchase module. You can also use supplier activities under the SRM - Supplier Relationship Management tab in the Register Inquiry, Register Purchase Order and Register Blanket Order - Purchase procedures.

You use part activities under the Activities tab in the Update Part procedure in the Purchase, Sales, and Inventory modules.

Agreement activities are used under the Activities tab in the Register Agreement - Purchase and Register Agreement - Sales procedures.

Employee activities are used under the Activities tab in the Update Employee procedure.

Nonconformity activities are used under the Activities tab in the Register Nonconformity procedure in the Inventory module.

Project activities are used under the Activities tab in the Register Project procedure in the Accounting module.

You can also register new activities directly in the procedures mentioned above. However, these activities will not be displayed in this list.

Please note! If an activity that is included in an activity list is deleted in this procedure it will also be removed from this list. A warning message appears when deleting the activity.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.