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<< Click to Display Table of Contents >> Set Up Activity Type |
  
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<< Click to Display Table of Contents >> Set Up Activity Type |
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The Activity Type Maintenance function allows you to set up activity type records that can be used in both Accounts Receivable and Accounts Payable modules.
To set up an activity type record, perform the following steps:
1.Access the Activity Type function from the Maintenance menu. Click the New button to create a new activity type record.
2.In the Activity Type field, enter the code that you want to assign to the activity type record. This field accepts alphanumeric characters. Once a valid activity type code is entered in this field, the rest of the fields on this page is enabled.
3.In the Description field, enter a brief description of the activity type record.
4.Enter in the Short Description field, a shortened version of the code description. A short description is usually useful in printed reports.
5.In the General Information page, perform the steps below:
5.1. Click the List box button adjacent to the Status field; then, select either Active or Inactive as the status for this activity type record. |
5.2. Mark the Activity Code Required checkbox if you want to assign Activity Codes to the activity type. Activity Codes are user-defined that represents the activity status whenever the activity type is used in transactions. If this checkbox is marked, the Activity Code grid is enabled. |
5.3. In the Activity Code grid, click the Append row to end or Insert row before current button to add a new line. |
5.4. Enter in the Activity Code column the name that you want to assign the code. This field accepts alphanumeric characters. You may create as many Activity Codes as necessary. |
5.5. Enter in the Description column a brief description about the activity code. |
5.6. Select in the Status column the status for each Activity Code that you enter. |
6.In the Activity Rights page, define which users can add, view, edit or delete the activity type record. For each user that you want to give specific access rights, mark the appropriate checkbox that corresponds to the access right. Alternatively, you may click the Full checkbox to grant the user the ability to view, add, edit and delete activity rights records.
7.In the Activity Type Access page, select the functions in which transactions the activity type record is allowed to be used. Mark the checkbox that corresponds to the function that you want to select. Alternatively, you may mark the checkbox that corresponds to the module name to automatically mark all the checkboxes under it.
8.When you are ready, click the Save button to save the activity type record; otherwise, click Cancel.
Activity Type and Rights Listing
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