Use this tab to link a document to the activity. This tab also displays a linked sales opportunity or service call from which the activity was created. In addition, if the activity is a follow-up, you can view the base activity.

For example, if you made a phone call regarding a certain sales order, link the relevant order using this tab.

Linked Document Tab Fields

Field

Description/Activity

Document Type

To choose the linked document type, click This graphic is explained in the accompanying text.

Document Number

Enter the number of the linked document.

· You can press the Tab key to open a list from which the document can be selected. Note that only documents matching the selected document type are displayed.

· The same document can be linked to several activities.

Show Documents Related to the BP

Select to filter the selection of documents so that only those documents related to the business partner specified in the activity appear in the list of documents for selection.

Source Object Type

Displays Service Call or Sales Opportunity if the activity was created from a service call or a sales opportunity.

Source Object No.

Displays the number of the service call or sales opportunity from which the activity was created.

Click This graphic is explained in the accompanying text to view the related sales opportunity or service call.

Previous Activity

If the activity is a follow up, this field displays the number of its base activity.