| # Global Addition of Activities (tdsmi2210m100) Use this session to globally add activities to business partners (prospects or customers), opportunities, contacts, or activities. The activities determine which feature definitions are added. The selection determines to which business partners, opportunities, contacts, or activities the activity definitions are added. Related topics Relation Management - functionality Job Enter or select a code that identifies the printing/processing job for activities in the Sales and Marketing Information module. Main Table The main table in the Sales and Marketing Information module to which the activities must be added. Activity The code that identifies an activity within ERP LN. If you enter an activity definition, ERP LN generates an activity for the business partner or opportunity concerned. In this way you can find out, for instance, whether direct mailing has taken place. It is possible to use the activity for selection purposes later on and execute a follow-up. Selection The selection code can be used to select data from the database or part of it (if you specify a restricted range in the database). This selection code is unique. After recording a selection, you can define an expression in the Text Manager that can be used to retrieve data from the database for maintenance/printing. A selection is a predefined set of data that must be printed or processed. Such a set is defined by a selection expression (or a selection criterion). Selections are used when you: Globally add feature definitions. Mail standard letters and print flexible reports. Globally add and delete activities. Start Time The date and time the activity started. Specific Sales Rep Enter a specific sales representative in this field if it is not the standard sales representative of a business partner or opportunity who must carry out or check the activity. Test Run If this check box is selected, a test run applies. If this check box is cleared, the process must actually be carried out. Print List If this check box is selected, a list is printed. Note ERP LN always prints a list with a test run so that you can check whether the selection is correct. With an actual run, you can choose whether a list must be printed to check whether ERP LN has processed the correct data. Including Selection Text If this check box is selected, the selection text (if present) must be printed on the report. Including Job Text If this check box is selected, the job text is printed (if present). Text If this check box is selected, a text is present. |