Purchase Order > Blanket Purchase Order > Release Blanket Purchase Order

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 related to vendor transactions. You may filter vendor activity entries displayed on this page by using either the column filter or the Search mechanism.

To filter the vendor activity entries that can be viewed on this page, perform these steps:

1.In the Search field, enter characters contained in the activity entry you want to see. You may select the field column you want to search in the filter list box, or leave the default "All Fields" option.

2.The activity records that meets the selection criteria will be displayed on the grid in this page.

3.To filter activity records by a specific column, click the funnel icon in the header of the column you want to search.

4.In the pop-up window that appears, specify your filter criteria by entering values in the appropriate fields; then, click the Filter button. To remove all filters and reset the fields, click the Clear Filter button.

5.If the AI integration feature is enabled and configured, you may click the Summarize button to present a summary of all activities recorded for this vendor.

To add a new vendor activity entry in this page, perform these steps:

1.Click the Add button from the grid's toolbar to display the Create Activity window.

2.In the Create Activity window, enter pertinent information in the available fields. For more information about the fields in this window, see the Create/Update Activity Window section.

3.Click OK to save your changes; otherwise, click Cancel.

To update an existing vendor activity entry in this function, perform these steps:

1.Double-click the entry on the grid to display the activity details in the Update Activity window.

2.Review the information in the Update Activity window and update the respective fields that you want to amend, as necessary. For more information about the fields in this window, see the Create/Update Activity Window section.

3.Click OK to save your changes; otherwise, click Cancel.

To delete a vendor activity entry from the grid, perform these steps:

1.Highlight the vendor activity entry that you want to delete by marking the corresponding checkbox.

2.Click the Delete button on the grid's toolbar.

3.In the message box that appears, click Yes to confirm deletion; otherwise, click No.

Activity

Activity

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