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

Adding a Task

  1. Open Sales Contract window and and query for your contract.
  2. Click Tasks tab.
  3. Create a new record. (F5)
  4. Enter the values given in the table in the appropriate fields, substituting XX with your initials.
  5. Select an appropriate Task Type defined in basic data from List of Values.
  6. If dates are entered, the finish dates cannot be earlier than the start dates. 
  7. The responsible ID can be selected from the List of Values which displays all the valid person IDs.
  8. Save the record. (F12)
Task ID Task Name
XX01 Scrub Walls
XX02 Inspection

Changing the status of a Task

  1. Select a task in the Sales Contract/Tasks tab.
  2. Right-click, point to Status and click the appropriate status.