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Attaching specific account categories to an activity

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Saurabh
Veteran Member
Posts: 94
Veteran Member
7/29/2010 6:09 PM
    This is on MSP8.1 (SQL backend).
    We have recently started to use activity management for tracking our refurbishment projects.
    To enable us to do this tracking we have have created a number of account categories.
    Would like to know if there is a way wherein i can restrict certain accnt categories to an activity.
    e.g Posting Activity - CONSTRUCTION
    I have number of categories
    e.g MRKTNG,CLNG,ARCHI,PKG1,PKG2,PKG3

    What i would like to do is to set a link between CONSTRUCTION and PKG1,PKG2,PKG3 - so that when a user is in RSS or AP20.2 or PO20 and select CONSTRUCTION it only shows them the three categories PKG1,PKG2 and PKG3 instead of all the 6 categories.

    I tried to play around with the Overide Category but that does not seem to be making any difference.

    Any tips on if and how this can be done

    Regards
    Saurabh


    Marc Burnes
    Basic Member
    Posts: 14
    Basic Member
    7/30/2010 4:09 PM
      I believe the Activity and Account Category relationship can be defined on the AC06 screen.
      Saurabh
      Veteran Member
      Posts: 94
      Veteran Member
      7/30/2010 4:58 PM
        Thanks Marc.
        I had used the AC06 but what i was not doing was Use the Account Override Default drill around option and was using default (which shows all).

        Do you know if that drill around default can be changed to point to the Over-ride option.
        jbertoli
        Basic Member
        Posts: 18
        Basic Member
        12/22/2010 10:08 PM
          I don't know if this is still an issue with you, but we use AC07.