Note: You can only enter information about actual follow-up for lines that are not closed.
- Select the Work with project actual follow-up menu item.
- You access Actual follow-up maintenance. Complete the following field:
- Project number
- Enter the project or quotation number for which you want to enter actual follow-up actions. (Tip: Click Project reference to search for a project/quotation by your reference, or Internal reference to search by internal reference).
- On the second Actual follow-up maintenance panel, complete the following fields:
- Code
- Enter a code from the Follow-up code table indicating the actual follow-up.
- Description
- Enter a description of the actual action. If this field is left blank a description will be retrieved from the Follow-up code table.
- Date
- Enter the date for the actual follow-up action.
- Handler
- Enter a code from the Signature table identifying the employee responsible for the action.
- Note: Several follow-up records can be registered for the same project before you update the information.
- You return to the initial Actual follow-up maintenance panel. At this point you have several options. You can:
- Click Add to add unplanned follow-up actions.
- Select a line and click Copy to copy. You access Follow-up line copy. Specify the desired number of copies and click OK. The copy function duplicates the planned values and initialises the actual values (if they are already entered). You can change information in the fields.
- Set the Close field to YES to close the action line. The line status will be set to 9 (closed). No more changes can be made.
- Select a line and click Delete to remove the line. This is only possible if the line is not closed.
Click OK.
Click OK twice to confirm and update the added follow-up actions.
Exit the routine.