Vendors Tasks
Use this area to view Standard Activity Plans and Tasks that are attached to a Vendor. Note: This area may be empty when first adding a new Contract since there are no Standard Activity Plans attached yet. Note: This is a viewing screen only and no changes may be made on this page.
1. Select the Properties Menu/Function button.
3. Ensure the appropriate Department is displayed/selected from the Department Drop Down
List. I.e.: Residential. Commercial etc.
4. Locate the Contract in the grid or see Search for a Contract
5. Double left click on the Contract to display its details in the Active Window
6. Click on the Vendors Tasks tab.
7. The Activity Plans area displays any Standard Activity Plan that has been attached and
lists both the start and end dates. If there is no end date displayed, this denotes that the Standard Activity Plan is still open.
8. The Tasks area will display any Tasks assigned to the Vendor, i.e. whether they are
deleted, in progress, not started or completed. It displays the due date as well as any notes regarding the Task.