Action Items
You can use this feature to
- Set up alerts so that you can track the events that are most important to your business
- See all the events that you have set up for a specific day using the event log
You can display to different types of events in the Events Log.
Use the To Do tab to set up a list of tasks that you need to complete. These are tasks that are not associated with a vendor, customer, or employee. As for the events calendar, you can filter items in the to-do list by All Events, Completed Events, and Uncompleted Events.
You can set up two different types of tasks in the to-do list: one-time tasks and recurring tasks.
Alerts are special conditions within your company that you want to be kept aware of. An example might be an alert that would inform you if a certain inventory item fell below 100 units.
You can tell Sage 50 which types of events you want to see in the Events Log. You can also choose when the Action Items window will appear automatically and how its information will be listed.
Action Items header fields are located above the folder tabs of the Action Items window. These fields include the following basic information about each item:
Date: Allows you to select a specific date to view. Depending on what you select for the Show field, this will list events and to do's on the day you selected to view and before. If you want to view future events, select a future date.
Show: Lists all to do's, events, completed to do's and events, or uncompleted to do's and events. For example, if you select to show all events, Sage 50 displays both completed and uncompleted events as of the date you chose. The Show drop-down list is present on the Events and To Do tabs.