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Associating an Activity Plan or Activity with an Order


Individual activities or activity plans (collections of activities) can be associated with line items in your order.

Activities are tasks that must be performed after the order has been finalized and submitted. For example, when a customer purchases an item that needs to be installed, an activity template might list all of the activities that need to occur to support that installation. When that template is added to the line item, the activities from it are assigned to the appropriate people, and will appear in their activity lists.

Typically the administrator sets up activity templates in advance so that end users can add them to items in an order. End users can also add individual activities. For information on setting up activity templates, see Creating Activity Plan Templates.

To associate an activity plan with an order

  1. Navigate to the Sales Orders screen, Line Items, and then the Activity Plans view.
  2. Select the order and line item that requires activities.
  3. In the Activity Plans list, add a new record.

    Today's date is assigned as the planned start date for the activities. You can change it, if required.

  4. Select the appropriate activity plan template from the Templates list.

    You see the activities associated with the template in the Activities list.

  5. Click the Activity view tab.
  6. In the Activity list, make any appropriate adjustments to the activities.

    If an employee's name is indicated in the activity, then the activity will display for that person when the person goes to the My Activities view.

To associate an activity with an order

  1. Navigate to the order with which you want to associate an activity.
  2. Select the line item that requires activities.
  3. Click the Activity view tab.
  4. Click New to add a new record.

    The activity type defaults to Appointment.

  5. Complete the fields to define the activity.
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