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

Revision as of 06:29, 10 January 2019

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 9: / Line 9: @@
 *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.
-* 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 customer and supplier 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.
 *In the {{DataPrompt|Type}} field, enter the appointment type, such as {{DataValue|HOL}} for holiday.