Difference between revisions of "How do I create a diary appointment?"
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== Summary == | == Summary == | ||
| − | The following article explains how to create a new diary appointment in {{PP}}. | + | The following article explains how to create a new diary appointment in {{PP}}. |
== More Information == | == More Information == | ||
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*In the {{DataPrompt|Date}} field, enter the date you want the appointment to be created. | *In the {{DataPrompt|Date}} field, enter the date you want the appointment to be created. | ||
*In the {{DataPrompt|Start time}} and {{DataPrompt|End time}}, enter the relevant times for the appointment. | *In the {{DataPrompt|Start time}} and {{DataPrompt|End time}}, enter the relevant times for the appointment. | ||
| − | *If the appointment relates to a customer, select {{DataValue|S}} from the {{DataPrompt|Account}} drop down, or {{DataValue|P}} if it relates to a supplier. | + | *If the appointment relates to a customer, select {{DataValue|S}} from the {{DataPrompt|Account}} drop down, or {{DataValue|P}} if it relates to a supplier. |
* In the {{DataPrompt|Account}} field, enter the account code or [[Do I have to remember all these Account Codes?|search]] for the customer or supplier. | * In the {{DataPrompt|Account}} field, enter the account code or [[Do I have to remember all these Account Codes?|search]] for the customer or supplier. | ||
*If the diary appointment is for a prospective customer, enter the prospect number in the {{DataValue|Prospect}} field. | *If the diary appointment is for a prospective customer, enter the prospect number in the {{DataValue|Prospect}} field. | ||
*In the {{DataPrompt|Type}} field, enter the appointment type, such as {{DataValue|HOL}} for holiday. | *In the {{DataPrompt|Type}} field, enter the appointment type, such as {{DataValue|HOL}} for holiday. | ||
| − | *Enter any notes relevant to the appointment in the {{DataPrompt|Notes}} field. | + | *Enter any notes relevant to the appointment in the {{DataPrompt|Notes}} field. |
| − | *Enter the appointment status in the {{DataPrompt|Status}} field, such as {{DataValue|CON}} for Confirmed or {{DataValue|PRO}} for Provisional. | + | *Enter the appointment status in the {{DataPrompt|Status}} field, such as {{DataValue|CON}} for Confirmed or {{DataValue|PRO}} for Provisional. |
== See also == | == See also == | ||
| Line 23: | Line 23: | ||
* [[How do I Set up an Appointment Status?]] | * [[How do I Set up an Appointment Status?]] | ||
| − | {{KB_Tags|new, appointment, diary, entry, app | + | {{KB_Tags|new, appointment, diary, entry, app}} |
{{KB_PP}} | {{KB_PP}} | ||
Revision as of 06:30, 22 December 2018
Summary
The following article explains how to create a new diary appointment in Personnel Planning.
More Information
- 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.
See also
- How do I Share an Appointment?
- How do I Repeat an 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?
