Step #1
Click "Part/Activity Manager".
Note: Depending on when your organization began using Isolocity, this module may appear as a different name.
Step #2
Click "Activities"
Step #3
Click "Create Activity"
Step #4
Select whether your activity is a "Finished Activity".
Step #5
Complete the "Identification and Tracking" section by completing the following fields:
- Parent Activity
- Activity Number
- Name
- Current Lot/Batch
- Product Types
- Re-order Point
- Min Level
- Max Level
- Rev Level
- Rev Date
Step #6
Click "Create Activity" to save your progress.
Step #7
Complete the "Shelf Life & Storage Conditions" section by completing the following fields:
- Frequency
- Duration
- Storage Conditions
Step #8
Complete the "Linked Data" section by completing the following fields:
- Supplier
- Templates
- Customer
- Equipment
- Department
- Secondary Part ID
Step #9
Complete the "Cost Tracking" section by completing the following fields:
- Cost Type
- Cost per
Step #10
This and the following steps are only to be conducted for Finished Activities. If you are creating an Unfinished Activity, you have completed the workflow at Step #9. Select a product to add to the bill of materials and repeat until all products are added.
Step #11
Select a product to add to the by-products and repeat until all products are added.
