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ACTOPEN.DOC
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1992-06-05
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3KB
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77 lines
Overview:
Thi≤ se⌠ oµ option≤ give≤ yo⌡ thσ abilit∙ t∩ se⌠ asidσ activitie≤ int∩ ß ì
'bucketº tha⌠ yo⌡ designatσ a≤ stil∞ opeε o≥ pending« Somσ activitie≤ ma∙ ì
no⌠ havσ ß futurσ commitmen⌠ datσ bu⌠ arσ unresolveΣ pendinτ somσ othe≥ ì
follo≈ up« Yo⌡ caε thinδ oµ thesσ 'Openº activitie≤ a≤ existinτ iε aε ì
'Openº o≥ 'Pendingº folder.
Onσ examplσ woulΣ bσ ß checδ tha⌠ i≤ enroutσ t∩ you« Anothe≥ examplσ i≤ ß ì
proposa∞ tha⌠ ß persoε i≤ sendinτ t∩ you« ┴ thirΣ examplσ woulΣ bσ aε ì
estimate that you render to a customer.
Thinδ oµ thσ time≤ wheε someonσ commit≤ t∩ somσ ac⌠ o≥ deliverablσ bu⌠ ì
wherσ therσ i≤ n∩ follo≈ u≡ datσ oε you≥ part« B∙ creatinτ thesσ ì
activitie≤ anΣ theε designatinτ theφ a≤ 'Openº o≥ 'Pending'¼ yo⌡ caε ì
isolatσ jus⌠ thosσ records« A≤ eacΦ checδ o≥ proposal¼ fo≥ example¼ i≤ ì
received¼ yo⌡ woulΣ marδ i⌠ ofµ a≤ 'Closed'¼ thereb∙ removinτ i⌠ froφ thσ ì
'Openº o≥ 'Pendingº folder« Al∞ records¼ therefore¼ tha⌠ arσ stil∞ iε thσ ì
'Openº o≥ 'Pendingº folde≥ requirσ follo≈ u≡ t∩ resolve.
B∙ default¼ al∞ activit∙ record≤ arσ 'Closed'« Yo⌡ caε elec⌠ t∩ makσ an∙ ì
singlσ activit∙ recorΣ 'Openº b∙ enterinτ thσ 'F10º ke∙ oε eithe≥ thσ ì
Activit∙ AdΣ o≥ Activit∙ Ge⌠ screen« Oncσ thσ 'F10º ke∙ i≤ pressed¼ yo⌡ ì
wil∞ seσ thi≤ messagσ oε thσ to≡ oµ thσ activit∙ record:
======================= Open or Pending Activity ====================
==============
| OPTION 1: |
==============
1) Examine or modify Pending Activities
Thi≤ selectioε wil∞ allo≈ yo⌡ t∩ browsσ througΦ al∞ oµ you≥ Opeε o≥ Pendinτ ì
Activities« Optionally¼ yo⌡ caε elec⌠ t∩ removσ an∙ onσ oµ theφ froφ thσ ì
Opeε list«
T∩ removσ aε activit∙ froφ thσ Opeε o≥ Pendinτ file¼ changσ OFF_O╬ t∩ 'T'« ì
DEL_DAT┼ i≤ thσ futurσ commi⌠ date¼ iµ any« T∩ proces≤ you≥ changes¼ ente≥ ì
<ESC>« DATE_SY╙ i≤ datσ oµ firs⌠ entry« Iµ yo⌡ modif∙ COMMENT▒ anΣ closσ ì
thσ record¼ thσ Activit∙ filσ i≤ updated«
==============
| OPTION 2: |
==============
2) Create report for Open Activities
Thi≤ repor⌠ wil∞ sho≈ yo⌡ thosσ Opeε o≥ Pendinτ Activitie≤ tha⌠ arσ lef⌠ ì
afte≥ yo⌡ havσ gonσ througΦ selectioε 1.
è ==============
| OPTION 3: |
==============
3) Restore ALL activity records to Closed
Thi≤ optioε wil∞ restorσ AL╠ activit∙ records¼ curren⌠ selecteΣ category¼ ì
t∩ ß 'Closedº condition.
==============
| OPTION 4: |
==============
4) Insert memo into reports: [now Off]
Thi≤ optioε i≤ functionall∙ simila≥ t∩ thσ Maiε Prograφ Menu¼ Optioε 3¼ ì
Custome≥ anΣ Activit∙ Reports¼ selectioε 6:
6) Insert memo into reports: [now Off]