Adding A New Activity

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.