Activity: General Area

Use this area to enter the main information about an activity.

To access the area, choose Business Partners Activity .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Activity
Specify a suitable type for your activity.

Type
Select a more detailed classification of the activity. Example You can classify Meeting into `First Meeting`, `Presentation`, and `Follow-Up`. End of the example.

Subject
Select another detailed classification of the activity. Example Typical subjects are products, business area and so on. End of the example.

Assigned To
From predefined lists of users and employees in your company, select the user or employee who is handling the activity. By default, the user who created the activity is displayed. Note Employees that are linked to users are only displayed as users in the user list. When all employees are linked to users or there is no employee, you can assign the activity to a user only. When an employee is linked to a user, the activities originally assigned to the employee are automatically assigned to the user instead of the employee. End of the note.

Personal
Indicates that the activity is of a personal nature. Note Although an activity is defined as Personal, other users can see it. End of the note.

Number
Unique activity number that is automatically assigned to each new activity.

BP Code, Type
Select a business partner code to relate to the activity. The type of the business partner is automatically displayed in the field on the right. Note If you create the activity through a document/window in which a specific business partner appears, this business partner is automatically selected in the Activity window. End of the note. Note If Personal is selected, you do not have to select a business partner code. End of the note.

Contact Person
Default contact person defined for the business partner. Note If several contact persons are defined for the business partner, you can select a different contact person. You can also leave the field blank. End of the note.

Telephone No.
Phone number of the selected contact person. Note If a phone number is not defined for this person, the business partner's phone number is displayed. End of the note.