Creating Activities in SAP Business One, Web Client

Objective

After completing this lesson, you will be able to create a dedicated activity for an item master data.

Create an Activity in SAP Business One, Web Client

Business Example

Kate, the warehouse chief at OEC Computers, has finished preparing the tablet items for the company’s sales campaign. The item master data records are now ready in SAP Business One, Web client. Kate must make sure that the sales team is aware of the change so they can start running the campaign.

In this exercise, you’ll help Kate by creating an activity and assigning it to the sales team.

ExerciseStart Exercise

Note

When viewing the scheduled meeting, if the Reminder checkbox is selected, the selected users receive a notification for this activity in the Web client.

Reminder box ticked on, which sends selected users a notification for this scheduled activity in the Web client.

However, for these notifications to work, users must have their notifications turned on. To turn them on, follow these steps:  

  1. In the Web client, choose your profile icon. 
  2. From the drop-down menu, select Settings.  
  3. Choose the Notifications tab. 
  4. To change Show Activity Reminders to yes, choose the switch button.
  5. Choose Save. 
Settings window highlighting the Notifications tab in the menu, then the toggle for Show Activity Reminders to turn notifications on or off.

Summary

To create a dedicated activity for an item master data:

  1. Access the Item: From the Web client home page, search and select the item under Item Management.
  2. Initiate Activity: Choose "Create Activity" to open the Activity form in Add mode.
  3. Assign Activity: Select activity type, subject, and assign users under the General tab.
  4. Schedule Meeting: Set start date/time and reminder under the Scheduling tab.

The item is linked to the activity under the Linked Document tab.

Learning

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