This function can be used for the planning and reporting of project-related activities that should not be invoiced. You can distribute the planned actions among the people that are involved in the project by assigning a handler to a follow-up record.
Each follow-up action consists of the following parts:
- A reference to the project or the quotation.
- A handler indicating who is responsible for the action.
- A code from the Follow-up code table indicating what needs to be done.
- A date indicating when the action should be taken.
- A description of the follow-up action.
When the action has been performed this is reported in the routine for actual follow-up. Each action will be written in a history file for the project/quotation that can be viewed via Planned follow-up code enquiry. You can therefore keep track of the planned actions and see when they have been dealt with.
All action lines have a status that indicates if they are open or closed. The following statuses are valid:
| Status | Description |
|---|---|
| Blank | Open |
| 9 | Closed (no changes can be made to the action line) |
Enquiries and printouts
- Follow-up code enquiry to view the available follow-up codes.
- Planned follow-up code enquiry to view the follow-up actions and statuses per planned follow-up code.