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Grid Configurator: Create follow up Activities from a template


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#1 David Emmenegger

David Emmenegger

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Posted 22 December 2014 - 15:10

Purpose of the customize rule
This rule creates a right click menu on the Sales Order 'Follow up Activity'. A separate form is loaded where you can select from a template which follow-up-activity type you would like to create.

Requirements for this customize rule 
The rule requires coresuite Version 4.0 or higher and SAP Business One 9.0 or higher.

Procedure how to use the customize example rule
1. Download the attached *.cocu file

Attached File  Follow_up_activity.cocu   3.25KB   126 downloads

 

2. Import in SAP Business One view > Administration > Add-Ons > coresuite customize > Import / Export > Import rules > All Active

 

3. Restart coresuite customize

 

4. Open the Sales Order. Rightclick on the Form and select 'Follow up Activity.

post-2357-0-36561500-1419256721.png

 

5. A new form is popping up. Choose what Follow Up Template you would like for the Activity creation by clicking on the golden arrow.

post-2357-0-75675100-1419256793.png

6. Have fun

 

 

 

Configuration printscreens

 

The next printscreens are showing you all configurations you will find in the attached customize rule. 

post-2357-0-49615100-1419257007.png

 

post-2357-0-72164700-1419257027.png

 

post-2357-0-37092200-1419257040.png

 

post-2357-0-44123100-1419257232.png

 

 

Attached Thumbnails

  • UC1.png
  • Follow_up_2.png
  • Follow_up_1.png
  • UC2.png
  • UC3.png
  • UC4.png





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