Difference between revisions of "How do I Create a Contact Reason Code?"
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== Summary == | == Summary == | ||
− | This article explains how to create | + | This article explains how to create a {{PP}} Contact Reason code. |
== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{PP}}|Tasks Outstanding}}. | Go to {{Menu|Systems|{{PP}}|Tasks Outstanding}}. | ||
− | * Enter | + | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|Enter}}. |
− | * At this point press {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. | + | * At this point press the {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. |
− | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to get into the | + | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to get into the Contact details. |
− | * Go to the {{DataPrompt|Reason}} | + | * Go to the {{DataPrompt|Reason}} field and press {{KeyPress|C-F1}}. |
* Click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Reason}} code. | * Click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Reason}} code. | ||
* Enter the new {{DataPrompt|Reason}} code you require and press {{KeyPress|Enter}}. | * Enter the new {{DataPrompt|Reason}} code you require and press {{KeyPress|Enter}}. | ||
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* [[How do I Create a Contact Type?]] | * [[How do I Create a Contact Type?]] | ||
− | {{KB_Tags|reason, tasks, outstanding, code, personel planning, contact}} | + | {{KB_Tags|reason, tasks, outstanding, code, personel planning, contact, personnel, planning}} |
{{KB_PP}} {{ZN_Admin}} | {{KB_PP}} {{ZN_Admin}} | ||
{{KB_Ref|GR50}} | {{KB_Ref|GR50}} |
Revision as of 20:16, 4 February 2015
Summary
This article explains how to create a Personnel Planning Contact Reason code.
More Information
Go to " Systems Personnel Planning Tasks Outstanding".
- Enter an "Employee Code" of your choice and press <Enter>.
- At this point press the [Add] button or press <F6> to add a new "Task".
- Enter a "Type" and "Account" code into the task and press <F6> to get into the Contact details.
- Go to the "Reason" field and press <Ctrl+F1>.
- Click the [Add] button or press <F6> to create a new "Reason" code.
- Enter the new "Reason" code you require and press <Enter>.
'CUS' for Customer Follow ups. |
- Enter the "Description" for your "Reason" code.
'Customer Sale Follow up'. |
- Finally press <Esc> and click [Accept] or click [Done] to save the details.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I Record a Contact Against a Customer/Supplier?
- How do I Set up a Task Status?
- How do I Create a Contact Type?
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Tags
GR50