Activity is a record of interactions with the customer.  An activity record is created automatically when a task is completed (see AR Credit & Collections Tasks) or when a user creates one manually through the Log Activity dialog.  

 

Activity records can be linked to one or more orders, invoices, and alerts.

 

All activity is permanently stored and the historical record will be accessible through the Activity tab.

 

Logging Activity Manually

1.   In MoversSuite,

2.   Open AR Credit & Collections,

3.   Access a customer by selecting through Alerts/Tasks or by Filter by Customer.  Once the customer record is available, data will be populated in the Customer Information section and the Log Activity button will become active,

4.   Press Log Activity to access the Log Activity dialog,

 

Figure 13: Log Activity dialog

5.   Enter or select an Activity Date as the date that the activity occurred.  Activity Date will be set to the current system date by default and when the record has been saved, the date will appear within Customer Information > Last Activity,

6.   Select an Activity Type from those defined within the Activity Types Setup,

7.   Enter or select a Contact from the list available.  A user can enter any value for the contact using free form text.  The free-form entry will be associated to the activity and will not update Microsoft Dynamics GP.  The contacts available in the drop-down menu are those stored within Microsoft Dynamics GP and can be managed through the AR Credit & Collections Customer Settings,

8.   Select Order Number(s) from the list associated to the customer or use the Find Order(s) By dialog () to locate orders to include in the activity,

9.   Select Invoice(s) from the list of those belonging to Order Number(s) selected above,

10.  Select Alert(s) from the list of those associated to the customer.  An alert must be selected in order to update the activity date (displays in the Alerts/Tasks pane next to the customer name) and affect the status of the alert,

Note: Activity can be logged for customers that are not associated to an alert.

11.  Select a Result from the list of those defined in the Result Types Setup.  Selecting a Result with a Follow Up Required flag set will require that a user set values for the Follow Up Date, Assign To, and Task Description in order to create a new task,

Note:  When Follow Up Required data is set a new task will be created automatically based on data from the current task along with what is specified in the following three settings,

12.  Enter or select a Follow Up Date as the date the new task will be due on,

13.  Select an Assign To person to be assigned to complete the new task,

14.  Enter a Task Description for the new task,

15.  Enter a Note describing the activity in greater detail,

16.  Press Save to add the activity.  Note: The Save button will become active once the Activity Date, Activity Type, and Note have been set.  All saved activity will be accessible through the AR Credit & Collections Activity tab.