Attaching a Call Plan to an Activity

Access the Add Activity form.

With the exception of the Call Plan field, the fields that appear on Add Activity form are the same as those that appear when you access the form from the Activity View program (P01301) on the Foundation Calendar menu (G01A).

Activity Type

Select an activity type of Call.After you attach a call plan to the activity, you cannot change the activity type.

Call Plan

Select a call plan for the activity. The system displays this field only when you have selected Call as the activity type.

After you have saved the activity, subsequent inquiries on the activity will display Call Plan as a link that you can click to view the call plan template.

See "Managing Activities" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.