Use the Activity window to add, update, close, or inactivate activities. You can also access specific activities in the My Activities and Activities Overview reports according to various selection parameters.
1. From the SAP Business One Main Menu, choose Business Partners ® Activity.
The Activity window appears with a sequential number automatically generated.
You can also open the Activity window form the Sales Opportunities and Service modules.
2. Enter information in the required fields.
3. In the BP Code field, select a business partner related to this activity or select Personal if the activity relates only to yourself.
4. To save the activity, choose Add.
To view and update an activity:
1. In the Activity window, in Find mode, choose the required activity by entering the activity number.
2. Modify the activity information as required.
See Activitywindow.
3. Choose Update, then OK.