Difference between revisions of "How do I create a diary appointment?"

Revision as of 14:09, 31 July 2013

The following article explains how to create a new diary appointment in Personnel Planning.

Go to " Personnel Planning Diary Entries".
Click [Add] or press <F6>.
In the "Person" field, enter the employee code.
In the "Date" field, enter the date you want the appointment to be created.
In the "Start time" and "End time", enter the relevant times for the appointment.
If the appointment relates to a customer, select 'S' from the "Account" drop down, or 'P' if it relates to a supplier.
In the "Account" field, enter the account code or search for the customer or supplier.
If the diary appointment is for a prospective customer, enter the prospect number in the 'Prospect' field.
In the "Type" field, enter the appointment type, such as 'HOL' for holiday.
Enter any notes relevant to the appointment in the "Notes" field.
Enter the appointment status in the "Status" field, such as 'CON' for Confirmed or 'PRO' for Provisional.

@@ Line 16: / Line 16: @@
 == See also ==
-*[[How do I Set up Appointment Types?]]
+* [[Getting Started - Personnel Planning]]
-*[[How do I Set up an Appointment Status?]]
+* [[How do I Create a Diary Appointment?]]
-*[[How do I Set an Employee's Working Hours?]]
+* [[How do I Share an Appointment?]]
-*[[How do I Share an Appointment?]]
+* [[How do I Repeat an Appointment?]]
-*[[How do I Repeat an Appointment?]]
+* [[How do I make a Private Appointment?]]
-*[[How do I make a Private Appointment?]]
+* [[How do I Set an Employee's Working Hours?]]
+* [[How do I Set up Appointment Types?]]
+* [[How do I Set up an Appointment Status?]]
+* [[Dealing with "Record in Use" message]]
-{{KB_Tags|new, appointment, diary, entry}}{{KB_PP}}
+{{KB_Tags|new, appointment, diary, entry}}
+{{KB_PP}}