Activity Detail window

From your selected module, select Generate reports, select Report Type, select report, click Run, enable Create Activity, and click OK

Type

(Required) Enter an activity type. Standard lookup Ctrl+L is available. Activities must be defined on the Set up activity types window (from Customers, select Set up module > Activity types) before using this enhancement. The Type field is validated for activity types when the Allow user Edit option is enabled. (Activity.ACTIVITY_TYPE)

Source Code

Specifies the code for the marketing program or mailing for this report. Standard lookup Ctrl+L is available. This field is validated from the SOURCE_CODE general lookup/validation table and is required if the Force Source Coding option is enabled on the Customer Setup - Basic options window (from Customers, select Set up module > General, and click Basic Options). (Activity.SOURCE_CODE)

Date

(required) The system automatically enters the current system date. You can override the date by clicking in the field and entering a new date. (Activity.TRANSACTION_DATE)

Description

(required) The report title from the Report Selection window automatically fills in this field. Override this text as needed by clicking in the field and entering new text. (Activity.DESCRIPTION)