Purchase Order > Receive Goods > Activity Page > Create/Update Customer Activity Window

The Create/Update Customer Activity window allows you to enter information pertaining to new vendor activity record or to update information about an existing vendor activity record. This window is displayed by double-clicking a vendor activity entry on the grid or clicking either of the Append row to end button or the Insert row before current button in the grid header in the Activity Page.

Perform the following in this window:

1.Enter in the Date/Time field the applicable date and time for the activity. The default date and time displayed in this field is based on your computer's current date and time.

2.Review the information in the Entered By field, which displays your user name.

3.Enter in the Activity Type field the applicable activity type code. Alternatively, you may click the List box button to display the list of available Activity Type codes; then, click the code to select.

4.If applicable, enter in the Transaction Type field the nature of this transaction. This field is disabled and grayed out if it is not applicable to the activity record you are creating.

5.Enter in the Transaction # field the reference transaction number (e.g., sales order number, invoice number, purchase order number, etc.), if applicable.

Note: The Transaction # field is a one-time setup and is enabled only if the activity type record is assigned a transaction type (i.e., sales order, sales quote or AR invoice).

6.You may enter values in the Contact and Description fields. In the Contact field, you may click the List box button to display a list of available contacts for the vendor; then, click the contact code to select. The contact information comes from the entries recorded using the Contact Maintenance function.

7.Click the List box button in the Activity Code field to select the status of the activity record. You may select either Open, Closed, Escalated or Pending status.

8.In the empty text box area, you may enter notes about this vendor activity entry.

9.Click OK to save the vendor activity record; otherwise, click Cancel.

Create/Update Customer Activity Window

Create/Update Customer Activity Window

See Also