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<< Click to Display Table of Contents >> Update or Delete Activity Type |
  
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<< Click to Display Table of Contents >> Update or Delete Activity Type |
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Depending on your access rights, you may edit or delete an existing activity type code record. The changes you make will only affect the transactions that you post after the changes are saved.
To update an activity type code, perform the following:
1.Access the Activity Type Maintenance function from the Activity group under the Maintenance menu in Accounts Receivable, Purchase Order or Sales Order modules. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the activity type code that you want to update, or you may scroll up and down the grid to locate the record; then, double-click the activity type code to select. As soon as an activity type code is selected, the details are displayed on their respective fields in the different pages of this function.
Alternatively, you may use the full text search feature when searching for address code records. Simply click the Show Full Text Search button in the right-most section of the screen to display the Full Text Search field. Enter in this field the value of the record you want to search for using the values in the columns displayed on the Search screen. |
3.Review or amend the values in the following fields:
•Description
•Short Description
•Status
4.You may add or delete the activity codes listed in the Activity Code grid:
4.1. In the Activity Code grid, click the Append row to end or Insert row before current button to add a new line. |
4.2. 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. |
4.3. Enter in the Description column a brief description about the activity code. |
4.4. Select in the Status column the status for each Activity Code that you enter. |
5.In the Activity Rights page, update 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.
6.In the Activity Type Access page, mark or unmark the checkboxes that corresponds to the functions you want the activity type to be available to per module. Alternatively, you may mark the checkbox that corresponds to the module name to automatically mark all the checkboxes for each function listed under it.
7.When you are ready, click the Save button in the function toolbar to save your changes; otherwise, click the Cancel button to discard your changes.
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