Difference between revisions of "How do I Create a Contact Reason Code?"
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== More Information == | == More Information == | ||
Go to {{Menu|{{PP}}|Tasks Outstanding}}. | Go to {{Menu|{{PP}}|Tasks Outstanding}}. | ||
| − | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress| | + | * Enter an {{DataPrompt|Employee Code}} of your choice and press {{KeyPress|ENTER}}. |
* Click {{Button|Add}} or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. | * Click {{Button|Add}} 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 create a Contact record. | * Enter a {{DataPrompt|Type}} and {{DataPrompt|Account}} code into the task and press {{KeyPress|F6}} to create a Contact record. | ||
| Line 11: | Line 11: | ||
* Enter a three character code in the {{DataPrompt|Reason}} field. | * Enter a three character code in the {{DataPrompt|Reason}} field. | ||
* Enter a {{DataPrompt|Description}}. | * Enter a {{DataPrompt|Description}}. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} or click {{Button|Done}}. |
| − | * Click {{Button|Accept}}. | + | * Click {{Button|Accept}}. |
* Click {{Button|Done}} and {{Button|Ignore}} to exit without saving the contact record or complete your contact and click {{Button|Accept}} to save it. | * Click {{Button|Done}} and {{Button|Ignore}} to exit without saving the contact record or complete your contact and click {{Button|Accept}} to save it. | ||
Latest revision as of 05:29, 15 October 2021
Summary
This article explains how to create a Personnel Planning Contact Reason code.
More Information
Go to " Personnel Planning Tasks Outstanding".
- Enter an "Employee Code" of your choice and press <Enter>.
- Click [Add] or press <F6> to add a new "Task".
- Enter a "Type" and "Account" code into the task and press <F6> to create a Contact record.
- Go to the "Reason" field and press <Ctrl+F1>.
- Click [Add] or press <F6> to create a new "Reason" code.
- Enter a three character code in the "Reason" field.
- Enter a "Description".
- Press <Esc> or click [Done].
- Click [Accept].
- Click [Done] and [Ignore] to exit without saving the contact record or complete your contact and click [Accept] to save it.
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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