| # References by Activity (tccom6115m000) Use this session to view, enter, and maintain reference information for an activity. Related topics CRM – functionality Activity The activity to which references are linked. Sequence The reference's sequence number. Company A working environment in which you can carry out logistic or financial transactions. All the transaction data is stored in the company's database. Depending on the type of data that the company controls, the company is: A logistic company. A financial company. A logistic and a financial company. In a multisite structure, some of the database tables can be unique for the company and the company can share other database tables with other companies. Type The type of reference that is linked to the activity. Reference The number of the reference that is linked to the activity. Status The status of the reference that is linked to the activity. Due Date The due date of the reference that is linked to the activity. Based on the reference Type, this date is the following: Quotation Planned Receipt Date Service Order Planned Finish Time Sales Order Planned Receipt Date Project (PCS) Completion Date Project Finish Date Budget Reference Date Purchase Order Planned Receipt Date Purchase Request for Quotation Receipt Date Project Contract Expiry Date Service Call Not applicable Service Contract Quotation Expiry Date Service Contract Expiry Date Service Order Quotation Finish Time Maintenance Work Order Planned Finish Maintenance Sales Quotation Expiry Date Maintenance Sales Order Finish Time Sales Contract Expiry Date Purchase Invoice and Purchase Credit Note Due Date Sales Invoice and Sales Credit Note Due Date Amount The reference's total amount. For the following references types, this amount is the following: Quotation Order Amount Sales Order Order Amount Project Contract Amount Purchase Order Order Amount Sales Invoice and Sales Credit Note Balance Amount Purchase Invoice and Purchase Credit Note Balance Amount Currency The currency in which the Amount is expressed. Information Information on the reference, which is automatically specified. Remark Optionally, you can specify a remark for the reference. Details Starts the relevant details session for the reference Type. Quotation Sales Quotation (tdsls1600m000) Service Order Service Order (tssoc2100m100) Sales Order Sales Order - Lines (tdsls4100m900) Project (PCS) Projects (tipcs2101m000) Project Projects 360 (tppdm6500m100) Budget Projects (tipcs2101m000) Purchase Order Purchase Order - Lines (tdpur4100m900) Purchase Request for Quotation Request for Quotation (tdpur1600m000) Project Contract Contract (tpctm1600m000) Service Call Call (tsclm1100m000) Service Contract Quotation Contract Quotations (tsctm2100m000) Service Contract Service Contracts (tsctm3100m000) Service Order Quotation Service Order Quotations (tssoc1100m000) Maintenance Work Order Work Order (tswcs2100m100) Maintenance Sales Quotation Maintenance Sales Quotation (tsepp1100m100) Maintenance Sales Order Maintenance Sales Order (tsmsc1100m100) Sales Contract Sales Contract (tdsls3600m000) Purchase Invoice Purchase Invoice Inquiry (tfacp2600m100) Purchase Credit Note Purchase Invoice Inquiry (tfacp2600m100) Sales Invoice Open Entry Details (tfacr2525s000) Sales Credit Note Open Entry Details (tfacr2525s000) |