How do I create a diary appointment?

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Revision as of 16:35, 20 May 2010 by Chris Morrison (talk | contribs) (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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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.


See also