Defining an Activity with a Template

Note: You can copy existing activities or import activities from a non-Lawson source.

You can define an activity with an existing Activity Template. Using an Activity Template allows creation of activities without the need to manually enter a level address for each activity.

Before you define an activity, define an activity template, parent activity, activity group and activity status codes.

To define an activity using Activity Template

  1. Access Multiple Activity Speed Add (AC19.1).
  2. In the Activity field, type a unique name for the activity and an activity description.
  3. Define information about the activity on the Main tab. Use the following guidelines to enter field values:
    Template

    Select the activity template to be used.

    Parent Activity

    Select the parent activity to which the activity belongs.

    Note: You can select either parent activity or activity group but not both.
    Activity Group

    Select the activity group to which the activity belongs.

    Note: You can select either activity group or parent activity but not both.
    Act Type

    Select whether the activity is a summary (S), contract (C) activity, or posting (P).