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Object documentationActivity: General Area Locate this document in the navigation structure

 

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.

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General Area Fields
Activity

Specify a suitable type for your activity.

Type

Select a more detailed classification of the activity.

Example Example

You can classify Meeting into First Meeting, Presentation, and Follow-Up.

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Subject

Select another detailed classification of the activity.

Example Example

Typical subjects are products, business area and so on.

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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 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.

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Personal

Indicates that the activity is of a personal nature.

Note Note

Although an activity is defined as Personal, other users can see it.

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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 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.

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Note Note

If Personal is selected, you do not have to select a business partner code.

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Contact Person

Default contact person defined for the business partner.

Note 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.

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Telephone No.

Phone number of the selected contact person.

Note Note

If a phone number is not defined for this person, the business partner's phone number is displayed.

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