Records - Types (Appointment Type)
- Eduarda Ruskim Carvalho
1 - Introduction
During a Logistic Appointment creation, it is necessary to register
Durante a criação de um compromisso logístico, pede-se para informar o tipo referente e é exatamente o cadastro desse tipo que iremos ver ao longe do artigo. É um cadastro bem simples como poderemos ver.
2 - Permissions
To access this functionality the permission “Appointment Type” must be given to the responsible profiles to manage the registration.
To grant this permission, read the article: Granting Access Permissions
3 - Access
3.1 Go to: Records > Logistics > Types > Appointment Type
3.2 The window “Appointment Type” will be displayed. To create a new type, click on “Add” on the upper right corner of the page.
3.3 The window “New Appointment Type” will open. Fill in the fields correctly and click on “Save” to finish.
Acronym: Include an acronym to identify the appointment.
Name: Inform the title of the appointment.
Type: Among the predefined options, inform if the appointment type fills on the available options.
G/L Account: This field will search information from Cadastro - Contas Contábeis
Occurrence: This field will search information from Cadastros - Ocorrências
Lock Calendar: Generates a block on schedule for training or logistics, if the validator is enabled.
Active: If the type registered is ready for use, this box must be checked.
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