Enter Business Activity Header
Explanation
This window allows you to register business activities for customers,
suppliers and
business leads. When
you save the activity header, an activity number is automatically defined.
However, you can manually enter an activity number before saving the header.
Note: The layout of the business activity header depends on the
connection type.
Prerequisites
A representative must have been entered in the
CRM and SRM Basic Data window.
System Effects
This activity has the following system effects:
- A business activity header is created.
- The representative connected to the current user is retrieved to the
Main Representative field and a record is added to the
Representatives tab.
Window
Business
Activity
Related Window Descriptions
Business Activity
Procedure
To enter a business activity header for a customer,
supplier or a business lead:
- Open the Business
Activity window and create a new record.
- If required, enter a specific activity number. If an activity number is
not entered, a number will be automatically assigned when you save the
record.
- Enter a description and a start date and time.
- Enter the connection type.
- Either enter the short name/number of the customer,
supplier or the business lead
manually, or indicate by using the List of Values.
- If the connection type is customer or supplier, enter the company and
the activity type. If the connection type is business lead, company and
activity type are optional.
- Optionally, enter priority.
- Optionally, if the connection type is customer or supplier, enter the
main contact. If the connection type is business lead, enter the lead
contact ID.
- Enter a calendar item type and activity type.
- The representative connected to your user appears automatically as the
main representative. Change this value, if required.
- Save your changes.
Note: The default status is Not Started but can be changed if
needed, via the right mouse button menu. You can create a business activity for
customers where the category is Customer, Prospect or End
Customer.