Activity Summary Setup

LS Activity can present a summary of the activity information in various ways in different parts of the solution, that is in the Role Center, the Client Card, Product Card, and the Resource Card.

To set up the Activity Summary

General FastTab

Filters FastTab

Dates FastTab

The Activity Summary lets users specify what information is important for their own operations, to be viewed at appropriate places in the solution.

To set up the Activity Summary

  1. Click the icon, enter Activity Summary Setup, and select the relevant link.
  2. Click the New action. The Summary Setup Card appears.

The following tables list and describe the fields on the card.

General FastTab

Field Description
Code Unique ID to reference the summary setup.
Description General description of this summary.
Sequence The sequence (order) of the view in the list when presented to the user.
Value Type Specifies which value is being summarized. The available options are:
  • No. of Times: The number of activities (appointments).
  • Total days: The total number of days based on the from/to values in the activities.
  • Total Hours: The total number of hours based on the from/to values in the activities.
  • Total Amount: The total amount in the activity entries (including additional charges).
  • No. of Persons: The total number of persons in the activity entries.
  • Balance: The total outstanding balance on activity entries.
  • Activity Amount: The amount on activity entries.
  • Additional Charges: The amount of additional charges on activity entries.
  • Deposits: The balance of deposits on activity entries.
  • Quantity: The total quantity on activity entries.
  • Resource Cost: The total cost of the resources.
Type Specifies where this summary should be displayed in the solution.
  • All: In all Activity Summary views.
  • Resources: On the Resource Activity Summary view only.
  • Products: On the Product Activity Summary view only.
  • Totals: Only on the Total Activity Summary view in the Role Center.
  • Clients: On the Client Activity Summary view only.
Active Specifies if this summary setting is being used and should be displayed in the related summary views.

Select the Active check box to activate this view in Summary views.

Filters FastTab

Field Description
Product Filter The products which should be summarized. A blank field means all products are summarized.
Status Filter Specifies if any specific status filter should be applied on the activities summary.
Internal Status Filter Specifies if any specific internal status filter should be applied on the activities summary.
Payment Status Filter Specifies if only fully paid, partially paid, or outstanding entries should be included.
Location Filter Specifies if the summary should include all locations or be filtered according to the location of the user who is viewing the summary totals.
External Calc Codeunit The partner or developer can assign a codeunit to perform specific logic, if the general logic does not cover the summary requirements that are needed. This codeunit should have the table Activity Summary set up as the default table in its properties.

All parameters are passed to the codeunit using this table, date filters are calculated, and the programmer will have all necessary environmental variables at his or her disposal. The external codeunit can then use the field Return Value (External) to return the results of the calculations back to the LS Activity module.

Dates FastTab

Field Description
Period Setting Select a preset period to summarize or select Manual for user defined setting.
Period Calculation From Calculate the starting date.
Period Calculation To Calculate the ending date.
Days Filter Specifies if the activities should include only entries starting at a specific weekday.
Date Group Filter Specifies if the activities should include only entries during specific date groups.
Fixed Date From Optional fixed date for the starting date.
Fixed Date To Optional fixed date for the ending date.