Difference between revisions of "How do I create a diary appointment?"
From Catalyst
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I share an appointment?]] |
| − | * [[How do I | + | * [[How do I repeat an appointment?]] |
| − | * [[How do I make a | + | * [[How do I make a private appointment?]] |
| − | * [[How do I | + | * [[How do I set an employee's working hours?]] |
| − | * [[How do I | + | * [[How do I set up appointment types?]] |
| − | * [[How do I | + | * [[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 05:30, 12 April 2019
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?
