Actions - Implementation
Prerequisites
Your system is supplied with a predefined set of 'actions' and 'transaction types' commonly used by businesses in the distribution and manufacturing sectors. The list of actions (business processes) is defined in Miscellaneous table 806 - Actions; the list of transaction types is defined in Miscellaneous table 807 - Transaction type. You should review the lists in these Miscellaneous tables. Add to the lists if necessary and deactivate (by clearing the Active check box) the codes you do not require. The lists ultimately should reflect 'processes' common to your particular business.
You can add to the predefined 'actions' and 'transaction types' to suit your organization but do not modify or deactivate those which are in use.
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
NCS :
Non-conformance
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. They must be populated if necessary :
Miscellaneous table number 806 : Actions
Miscellaneous table number 807 : Transaction type
Miscellaneous table 806 - Actions. Do not amend the existing values in this table if they have been linked with a transaction type and the 'action' code used in a Non-conformance management Action plan (GESNCSP). If your organization requires additional business processes for action plans you can add new codes and descriptions.
Miscellaneous table 807 - Transaction type. Do not amend the existing values in this table. If your organization requires additional transaction types for action plans you can add new