Difference between revisions of "How do I create a diary appointment?"
From Catalyst
(Bulk update) |
(Bulk update) |
||
| Line 24: | Line 24: | ||
{{KB_Tags|new, appointment, diary, entry, app}} | {{KB_Tags|new, appointment, diary, entry, app}} | ||
| − | {{KB_PP}} | + | {{How}}{{KB_PP}} |
Revision as of 05:33, 19 June 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?
