Master Records > Activity Type > Set Up Activity Type

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 section, 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 Stage Required checkbox if you want to assign Stages to the activity type. Stage Codes are user-defined that represents the activity status whenever the activity type is used in transactions. If this checkbox is marked, the Stage Code grid is enabled.

5.3. In the Stage Code grid, click the Add button to add a new line. Click the Delete button if you want to delete a stage code record.

5.4. Enter in the Stage column the name that you want to assign the code. This field accepts alphanumeric characters. You may create as many Stage Codes as necessary.

5.5. Enter in the Description column a brief description about the stage code.

5.6. Select in the Status column the status for each stage Code that you enter.

6.When you are ready, click the Save button to save the activity type record; otherwise, click Cancel.

Set Up Activity Type

Set Up Activity Type

See Also