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Viewing activities in sales orders, return to merchant authorization (RMA) orders, service orders, and sales quotations


You can see this screen by clicking Activity at the Sales orders screen, RMA orders screen, Service orders screen, or Quotations screen (go to Order/Entries/Sales orders, Order/Entries/RMA orders, Service/Entries/Service orders, or CRM/Entries/Quotations, and then click Open or New).


This screen displays the activities created for the selected sales order, return to merchant authorization (RMA) order, service order, or sales quotation.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.



Click this to edit the selected activity. For more information, see Creating and maintaining CRM activities.

Note: This button is enabled only if an activity is selected.  


Click this to create a new activity. You can create a sales question, customer survey, sales quotation, or sales order.


Click this to exit.

Related document

 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 16.846.383
 Assortment:  Date: 26-09-2022
 Release:  Attachment: