Show TOC

Procedure documentationCreating and Updating Activities

 

Use the procedures to manage a one time activity, or recurring activities.

Procedure

Creating Activities

  1. From the SAP Business One Main Menu, choose Start of the navigation path Business Partners Next navigation step Activity End of the navigation path.

    The Activity window opens.

  2. In the Activity field at the top, select the type of activity you want to create.

  3. Do one of the following:

    • If the activity is related to a business partner, specify the partner in the BP Code field.

    • If the activity relates only to yourself, select Personal.

  4. Enter any other required information about the activity. For more information, see Activity Window.

  5. To save the activity, choose Add.

Note Note

By duplicating an existing activity, you can also create a new activity. For more information, see Duplicating Activities.

End of the note.
Updating Activities

  1. From the SAP Business One Main Menu, choose Start of the navigation path Business Partners Next navigation step Activity End of the navigation path.

    The Activity window opens.

  2. Display the required activity using standard search functions.

  3. Modify the activity information, as required.

  4. Choose Update.

More Information

Creating Activities in the Calendar Window

Duplicating Activities

Business Partner Reports