Define Activity Link Information
Explanation
Use this activity to define the connection between the employee company activity and
the customer company activity. When an employee reports time or cost to an
employee company activity defined in this tab, the
corresponding customer company activity (of the row which is
set as the default link for the employee company activity) will be used to create the
customer company transaction.
Prerequisites
Report codes should have been added to the activities to be connected.
System Effects
- An activity link is defined between the employee company and customer
company activities and report codes.
- The first record entered into this table for one employee company project
activity and report code will be set as the default link.
Window
Multi-Company Project Reporting Activity Link Info
Project Navigator/Multi-Company Reporting
Related Window Descriptions
Multi-Company Project
Reporting Activity Link Setup
Project
Navigator/ Multi-Company Reporting/Customer Activity links
Project
Navigator/ Multi-Company Reporting/Supplier Activity links
Procedure
From the Multi-Company Project Reporting Activity Link Setup
window:
- Open the window and create a new record.
- Enter the activities and report codes of both employee and customer
company projects.
- Save the record.
- If there are more than one customer activity and report code defined for
one employee company activity and report code, then you may want to set one
link as default. Right-click on the required record and click the Set as default
menu option.
From the Project
Navigator/Multi-Company Reporting/Customer Activity Links
or Project Navigator/Multi-Company Reporting/Supplier Activity links tabs:
- Select the activity you want to link in the
Project Navigator window.
- Open the required tab, i.e. if you are in the employee company and want to
connect to a customer company activity then select the Customer
Activity links tab. If you are in the customer company and want to
connect to employee company activities then select the Supplier Activity links tab.
- Enter the report code to be linked and then either the customer or
employee company activities and report codes.
- Save the changes.