Master Records > Activity Type > Set Up Activity Type

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.

3.Review or amend the values in the following fields:

•Description

•Short Description

•Status

4.You may add or delete the stage codes listed in the Stage Code grid:

4.1. Click the Add button to add a new line. Click the Delete button if you want to delete an activity code.

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

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

4.4. Select in the Status column the status for each stage code that you enter.

5.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.

Update or Delete Activity Type

Update or Delete Activity Type

See Also