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Procedure documentationClosing, Disabling, and Deleting Activities Locate this document in the navigation structure

 

Use these procedures to:

  • Disable one-time or recurring activities so that they do not appear in the calendar or in reports

  • Close one-time or recurring activities that are no longer relevant

  • Delete one-time or recurring activities, even if they are related to service calls, sales opportunities, or activity-related reports

Procedure

Disabling Activities
  1. From the SAP Business One Main Menu, choose   Business Partners   Activity  .

  2. In the Activity window, display the required activity using standard search functions.

  3. On the General tab, select Inactive.

    Note Note

    To reactivate an activity, deselect Inactive.

    End of the note.
  4. Choose Update.

Closing Activities
  1. From the SAP Business One Main Menu, choose   Business Partners   Activity  .

  2. Display the required activity using standard search functions.

  3. Select Closed and choose Update.

  4. To confirm, choose Yes in the system message.

    Caution Caution

    Closed activities cannot be reopened or modified.

    End of the caution.
Deleting Activities
  1. From the SAP Business One Main Menu, choose   Business Partners   Activity  .

  2. Display the required activity using standard search functions.

  3. From the menu bar choose   Data   Remove  .

  4. To confirm, choose Yes in the system message.

Note Note

When removing recurring activities, the system asks you Would you like to remove only this event, only unchanged events of this recurrence or all events of this recurrence? Select the radio button Only this event, Remove only unchanged events, or Remove all events and choose OK.

End of the note.