Activities context application
You can create activities that are related to the entities in setup, entry, and inquiry functions , such as Customer Setup, Sales Order Entry, or Purchase Order Inquiry.
When you first open a function in which you can create activities, the activities that pertain to the entity are displayed in the Activities app. For ship tos and ship froms, the customer and vendor activities are also available.
When you click a contact in the Contacts app, the activities that pertain to the contact are displayed in the Activities app. Activities that pertain to the contact can show activities for more than one entity, such as a customer and a ship to. To change which entity's activities display, select the entity from drop-down list in the Activities app.
You can click the button to view your activities or all activities for the entity in the Activities app. The appearance of the button changes depending on whether you are viewing your activities or all activities. The button displays as one or two persons.
Only active records are displayed in the Activities app. They are displayed in ascending date order. Click the button to change the order. Click an activity to view the details of the activity. If a document was referenced in the activity, then a link to the document is included on the record. If notes were created for the entities associated with an activity, then they are displayed in the Notes app. Click to view the activity in the Activities window. Click the button to return the list of activities.
Security for this feature is specified in SA Operator Security-Controls. Functional security is specified in the Activity Security field. Access to other user's assigned activities is granted in the Allow Access to Other Operator Activities field. If Yes is selected, then you can create and maintain activities that are assigned to another user.
Creating new records
To create an activity, access the Activities window. The entity that you selected in the Activities app determines the default values that are displayed in the Activities window, but you can change them. You can create an activity for any entity in any function. When you create an activity for an entity that is not related to the function, you can view the activity on the All Subjects tab. Optionally, access a function that is related to the entity. For example, you can create an activity for a vendor in Customer Setup. After you create the activity, you can view it in Vendor Setup or another vendor-related function.
On each activity record, you must specify an activity. Each user-defined activity is set up in SA Table Code Value Setup-CAM Activity Code. If an active ION workflow is specified on the activity code record, then the activity is published to Infor Ming.le. The activity is sent to users that are identified for distribution in the ION workflow. When an activity is assigned to you, a task notification is displayed in the in Infor Ming.le. Click the notification to open your My Tasks page. Tasks are also displayed on your Activity Feed page and in the Homepages Task widget. You must add the Tasks widget to a homepage from the widget catalog.
For information about the Activity Feed page, My Tasks page, Homepages, and widgets, see the Infor Ming.le online documentation.
Closing an activity
After you finish the activity, you can close the activity in the Activities context application or Infor Ming.le. In the context application, you specify a result. In Infor Ming.le, you click a button that corresponds to a result. Each user-defined result is set up in SA Table Code Value Setup-CAM Activity Result. Depending on the ION workflow, other actions might be set up, such as reject or approve.
Searching
To search activities records, access the Activities window. When you access the Activities window from a transaction-related function, default values for the document type and document number are displayed in the Search panel. The default values are based on the open transaction. You can click to clear the values.
To search activity records that are not specific to a particular entity, use the All Subjects tab in the Activities window. For example, in Customer Setup, you can search for activities with an Active status within a date range. The results that are displayed can include multiple activities that were created by multiple operators for multiple entities such as customer, vendors, and contacts.