Edit PO Activity Type Window

Type

The code assigned to the PO activity type. PO activity types define the activities that are tracked by Horizon, including order, claim, cancel, receipt, invoice, and voucher activities. You cannot add or delete activity types, but you can change an activity type’s description and the number of days the activity is stored in the database.

Description

A description of the PO activity. A default description is provided, but you can change it if you want to use different wording.

History Duration (days)

The number of days that the PO activity is stored on the system and can be viewed in the PO Line Item History window. After the number of days you enter passes, Horizon deletes the activity from the PO line. If disk space is a concern, this field lets you automatically delete old information. Note that some activities may be more important to keep than others.

Enter the number of days you want to keep transactions of this type on the system.

Take note:

On newly installed systems, this field is set to 32, 767 days (approximately 90 years) for all activity types, but you can change it as necessary.

Print?

If the activity generates a printed or electronic form (such as a cancellation or claim notice), mark this box to include the message you enter in the Printed Text field on the form.

Take note:

This field applies to the following activity types only: cancel, refund, return, and all claim activity types.

Printed Text

The message that is printed on forms associated with this activity type. (For example, if the activity type is “claim1,” this is the message that appears on the initial claim that is sent to the vendor for unreceived items.) Note that this field does not apply to PO activity types that do not generate a printed form.

Enter the message you want to print on the form for this activity type, if applicable. A default message is provided, but you can change it.

Take note:

This field applies to the following activity types only: cancel, refund, return, and all claim activity types.

 


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