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<< Click to Display Table of Contents >> Activity Type Listing |
  
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<< Click to Display Table of Contents >> Activity Type Listing |
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The Activity Type Listing function allows you to print or preview the activity types and activity rights records set up in AccountMate Enterprise. The report provides a quick view of the nature of your company's activities and processes that are involved in the course of transaction with the vendors (i.e., purchasing calls, payment calls, order delivery follow ups, technical support request, etc.).
This report has the following uses:
•To identify and determine users' access rights to view and/or update vendor activity types
•To review the activity type records currently maintained in the system
To generate the Activity Type Listing, follow these steps:
1.Access the Activity Type Listing function from the Activity Listings group in the Reports main menu in Accounts Payable, Accounts Receivable, Purchase Order, or Sales Order modules.
2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.
3.Select the report sorting option by clicking the List box button next to the Sort By field.
4.In the Layout field, click the List box button to select the report layout you want to use to generatr the report.
5.In the Report Configuration area, define the desired report filters. Depending on the sorting option you chose, mark the Individual checkbox if you want to generate the report for a single activity type, user or group, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.
6.In the Activity Type field, click the List box and select the option that you want to show in the report. You can select either List, Range, or All options.
7.Select which activity type you want to show in the report, depending upon the status:
•Active and Inactive Status
•Active Status Only
•Inactive Status Only
8.Click the Preview or Print button to preview or print the report. In the Report Preview page, you may click the Configure tab to return to the Report Configuration page.
The Activity Type Listing function also provides you with flexibility to perform the following:
•Set up user-defined report macro
•Set up user-defined sort option
•Set up user-defined report layout
•Include notes in the printed report
•Export the report to various supported file formats
•Send the report as attachment to an email
•Drill-down on certain fields in the report:
oVendor #
AccountMate displays the Vendor Profile when you click the Vendor # in the report. |
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