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<< Click to Display Table of Contents >> Activity Page |
  
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<< Click to Display Table of Contents >> Activity Page |
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The Activity Page allows you to view or to update the activities performed on vendor maintenance files provided that you are granted access rights to do so. These activities may include purchasing calls, payment calls, follow-up on delivery of orders, request for technical support, etc. You may filter or amend the vendor activity entries displayed on the grid.
To filter the vendor activity entries that can be viewed in this page, perform these steps:
1.Click the Expander (
) button in the Selection Criteria area to display the filter options.
2.Define the filter criteria in the Selection Criteria area. Set the filter criteria in the following fields:
2.1. Select the option that you want to use:
•Last Number of Days •Activity Date |
2.2. You may select All or Range option in any of the following fields. If you select the Range option, you must enter a range of values in the corresponding From/To fields:
•Entered By •Activity Type •Transaction Type •Transaction # •Contact |
2.3. In the Description Contains field, enter a word, a phrase or characters. This will be used to further filter activity records showing only those that contains in the activity descriptions the value entered here. |
3.Click the OK button to display all the activity records that meets the selection criteria you defined.
To update an existing vendor activity entry in this tab, perform these steps:
1.Double-click the entry in the grid to display the Create/Update Vendor Activity window.
2.Update the information in the Create/Update Vendor Activity window. For more information about the fields in this window, see the Create/Update Vendor Activity Window section.
3.Click OK to save your changes.
To add a new vendor activity entry on this page, perform these steps:
1.Click the Append row to end button or the Insert row before current button to display the Create/Update Vendor Activity window.
2.Enter pertinent information in the available fields in the Create/Update Vendor Activity window. For more information about the fields in this window, see the Create/Update Vendor Activity Window section.
3.Click OK to save your changes.
To delete a vendor activity entry from the grid, perform these steps:
1.Highlight the vendor activity entry that you want to delete.
2.Click the Delete selected rows button in the grid's header.
3.Click OK to save your changes.
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