Exact Synergy Enterprise

Creating and maintaining activity types for Service management

Menu path

Service management à Setup à General à Activity types 

Introduction

This page allows you to create and maintain service activity types. Activity types are used in service requests to identify the type of service required. Examples of activity types are installation, repair, maintenance, preventive maintenance, calibration, and others. A default hour type and period will be used to pre-define the resource planning lines when creating the service activity to speed up the service intake process.

Roles and rights

All users can create, edit, and delete the activity types.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click New.
3. Define the relevant fields.
4. Click Save to create the activity type or Save + New to create another activity type.

Keep in mind: Fields with the “!” icon is mandatory.

How do I edit activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required activity type under the Code column.

How do I delete activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required activity type to be deleted under the Code column.
4. Click Delete. A message “Are you sure that you want to delete this record?” will be displayed.
5. Click OK.

Related documents

• Overview of activity types for Service management
• Exact video library
• Service management