Tab 'Activity'
The 'Activity' tab is used to enter activity data. The form for entering data on the selected activity is opened by clicking on the 'Activity' tab within the order request approval interface.
The activity data entry form contains the following fields:
Under 'Modify order request' there are fields:
- 'Company' - company name
- 'Order request' - display the text of the request
- 'BDG Amount' (amount)
- 'BDG Currency'
- 'Monthly cost' - place of cost
- 'Order type'
- 'Group' - a group of purchase orders
- 'Position' - the position of the purchase orders
- 'Accounts' - select an account from the drop-down menu
Under 'Vendor selection' there are fields::
- 'Partner' - the name of the partner
- 'OIB' - OIB of the partner
- 'Partner ID' - unique partner identification number
- 'Amount' - amount from the offer
- 'Currency' - currency from the offer
- 'Sel. reason '- display the text describing the reason for selecting this offer
- 'Selected offer' - a selected offer document from the process package.
Under 'Activity data' there are fields 'Created', which is immutable and shows the date when the activity was created, and 'Priority' in which we can select one of three options from the drop-down menu: 'Low', 'Medium' and 'High' . In addition to these fields, under 'Last action' it is stated what is the last task performed on this order processing, which user performed it and which comment was entered.
Under 'My task' there is a field 'Comment' within which it is possible to enter a comment when entering data for this activity.
Within this data entry area, it is possible to select an account and a priority, and enter an entry comment.
The toolbar for entering activity data consists of five buttons: 'Save Changes', 'Approved', 'Reject request', 'Before approval' and 'Debit'.
Clicking the 'Save Changes' button saves all changes entered in the activity data entry form.
By pressing the 'Approved' button, the order is marked as approved and switches between orders for which a purchase order can be created.
Clicking on the 'Reject request' button rejects the request and returns it to those orders for which vendor bids are being collected.
Clicking on the 'Before approval' button opens a window in which we can select the users who need to approve the activity so that it can be further processed. The window is described in the chapter selecting multiple users.
Clicking on the 'Debit' button opens a window in which we can select the users who will be in charge of doing this activity. The window is described in the chapter selecting multiple users.