Difference between revisions of "How do I create a diary appointment?"
From Catalyst
(New page: {{Incomplete}} == Summary == The following article explains how to create a new diary appointment in Personnel Planning. == More Information == *Go to {{Menu|Personnel Planning|Diary E...) |
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*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. Then 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 appointment relates to a customer select {{DataValue|S}} from the {{DataPrompt|Account}} drop down, or {{DataValue|P}} if it relates to a supplier. Then 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 then you can either enter the prospect number in the {{DataValue|Prospect}} field. | *If the diary appointment is for a prospective customer then you can either enter the prospect number in the {{DataValue|Prospect}} field. | ||
| + | *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 the appointment status in the {{DataPrompt|Status}} field, such as {{DataValue|CON}} for confirmed or {{DataValue|PRO}} for provisional. | ||
| + | == See also == | ||
| + | *[[How do I Set up Appointment Types?]] | ||
| + | *[[How do I Set up an Appointment Status?]] | ||
| + | *[[How do I Set an Employees Working Hours?]] | ||
| + | *[[How do I Share an Appointment?]] | ||
| + | *[[How do I Repeat an Appointment?]] | ||
| − | + | {{KB_Tags|new, appointment, diary, entry}}{{KB_PP}} | |
Revision as of 14:46, 21 May 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 in 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. Then in the "Account" field enter the account code or search for the customer or supplier.
- If the diary appointment is for a prospective customer then you can either 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 Set up Appointment Types?
- How do I Set up an Appointment Status?
- How do I Set an Employees Working Hours?
- How do I Share an Appointment?
- How do I Repeat an Appointment?
