OC Activity Descriptions

This screen allows you to create and/or maintain descriptions related to Operation Centre Activities.

 

Data Display Options

 

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Entry and Display fields

 

Company Type: From the drop-down list select the Activity Type.  This points to the primary focus of the Activity.  The options are:

Customer

Supplier

Customer Asset

Sales

Jobs

Purchasing

Manufacturing

Un-Assigned Emails

To Do

 

Activity Type: Select from a list of pre-defined Activity Types.

 

System Description SQL: This is the base system Description SQL that will be used if a Company Level Description SQL (see field below) does not exist.   This SQL cannot be amended BUT you have the option to copy this SQL from the drop-down panel and paste this into the Company Description SQL field where it can be amended.

 

Company Description SQL: You can create and maintain your own Description SQL related to this Activity Description record.  An SQL here will take priority over the System Description SQL.   You may wish to consider copying the System Description SQL and paste it into this field where it can be amended.

 

 

Buttons

 

Close: This will close the OC Activities screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new OC Activity record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This removes the current highlighted OC Activity record.