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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 create vendor activity records provided that you are granted access rights to do so. These activities may include but not limited to purchasing calls, payment calls, follow-up on delivery of orders, request for technical support, etc. Vendor activity entries are displayed on the grid and are accessible from the activity page of other functions.
To filter the vendor activity entries that can be viewed on this page, perform these steps:
1.Click the Show/Hide (
) button in the Selection Criteria section to display the filter options.
2.Define and 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. Enter a range of values in the From/To fields in any of the following fields:
•Entered By •Activity Type •Transaction Type •Transaction # •Contact |
2.3. In the Description Contains field you may enter characters contained in the activity description you are searching to filter the activity records. |
3.When you are ready, click the OK button to proceed. The activity records that meets the selection criteria will be displayed on the grid in this page.
To add a new vendor activity entry in this page, perform these steps:
1.Click the Append row to end button or the Insert row before current button from the grid's toolbar to display the Create/Update Vendor Activity window.
2.In the Create/Update Vendor Activity window, enter pertinent information in the available fields. 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 update an existing vendor activity entry in this tab, perform these steps:
1.Double-click the entry on the grid to display the activity details in the Create/Update Vendor Activity window.
2.Review the information in the Create/Update Vendor Activity window and update the fields that you want to amend. 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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