How do I Create a Contact Reason Code?

Summary

This article explains how to create a Personnel Planning Contact Reason code.

More Information

Go to " Systems Personnel Planning Tasks Outstanding".

• Enter an "Employee Code" of your choice and press <Enter>.
• At this point press the [Add] button or press <F6> to add a new "Task".
• Enter a "Type" and "Account" code into the task and press <F6> to get into the Contact details.
• Go to the "Reason" field and press <Ctrl+F1>.
• Click the [Add] button or press <F6> to create a new "Reason" code.
• Enter the new "Reason" code you require and press <Enter>.

'CUS' for Customer Follow ups.

• Enter the "Description" for your "Reason" code.

'Customer Sale Follow up'.

• Finally press <Esc> and click [Accept] or click [Done] to save the details.

See also

• How do I Create a New Task in Tasks Outstanding?
• How do I View and Edit Existing Tasks in Personnel Planning?
• How do I Record a Contact Against a Customer/Supplier?
• How do I Set up a Task Status?
• How do I Create a Contact Type?

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Keywords AND Misspellings

reason, tasks, outstanding, code, personel planning, contact, personnel, planning

Tags

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