How do I create a diary appointment?
From Catalyst
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
- Getting Started - Personnel Planning
- 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?
- Dealing with "Record in Use" message
