Sales Ledger Help
Action Types are codes used to describe Diary Actions that have been recorded in Credit Management Centre. A number of different Action Types are created automatically by the system so that you do not need to. They cannot be removed.
These are:
AUT - Auto generated code
EMR - Email (Received)
EMS - Email (Sent)
FXI - Fax (In)
FXO - Fax (Out)
PCI - Phone Call (In)
PCO - Phone Call (Out)
VIS - Customer Visit.
Open the Sales Ledger
folder and then click Maintenance
or click the Financials tab
and then click Sales Ledger
- Maintenance
on the 
Ribbon Bar.
Click Credit Management Action Types.
To create a new record, click the 
icon on the toolbar or press CTRL+N.
In the boxes provided, enter a Type and Description.
To save the record, click the 
icon
on the toolbar or press CTRL+S.