Adding Sales Contract Tasks—Exercises
Basic Data Setup
Setting Up Task Types
Purpose: The purpose of this exercise is to set up the
basic data required for running this particular functionality.
General exercise for
Sales Contract Basic Data Requirement.
Main Exercise
Purpose: The purpose of these exercises is to show you how to
connect tasks to a sales contract and manage the task there after.
Windows:
Sales Contract
- Open
Sales
Contract window and and query for your contract.
-
Click
Tasks tab.
- Create a new record. (F5)
- Enter the values given in the table in the
appropriate fields, substituting XX with your initials.
- Select an appropriate Task Type
defined in basic data from
List of Values.
- If dates are entered, the finish dates cannot be earlier than the start
dates.
- The responsible ID can be selected from the List of Values which
displays all the valid person IDs.
- Save the record. (F12)
Task ID |
Task Name |
XX01 |
Scrub Walls |
XX02 |
Inspection |
- Select a task in the
Sales Contract/Tasks tab.
- Right-click, point to Status and click the appropriate status.