Basic

Select the Basic tab.

Activity Type

Specify the type of activity you are searching for. Values are stored in UDC 01/AC.

Owner Type

Specify the owner type of the activities for which you are searching. Values include:

  • Address Book

  • Branch/Plant

  • Company

  • State/Province

  • Union

  • Work Schedule

Owner

Specify the owner of the activities for which you are searching. The system uses the value in this field along with the value in the Owner Type field. For example, if you enter Company in the Owner Type field, you must enter a valid company number in this field.

End Date

Enter the ending date in a range of dates in which to view activities. The system displays all activities that end on or before the date that you enter.

Customer

Enter the address book number of the customer that is associated with the activity.