Deadlines functionality is no longer available in Primacy
Click Client administration > Lists > Client administration home > Add deadline.
Use this form to create and maintain deadlines. Deadlines can be shown on the users dashboard by setting the system property Dashboard - Show deadline list. This can be set in the Settings Module > Application configuration > System properties.
This tab applies to the following party types:
Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)
Contacts (Persons,Organizations)
Business Units
Master Institution
Financial Institutions (Banks, Brokers, Depository, Fund Manager)
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Actions
|
Action |
Description |
|
New |
Creates a new record. |
|
Save |
Saves current record. |
|
Save and new |
Saves current record and resets the form to prepare a new record. |
|
Save and close |
Saves current record and closes the form. |
|
Close |
Closes the list or form being viewed. |
|
File > Page setup |
Opens a page setup dialogue box to set printing parameters. |
|
File > Print preview |
Opens a print preview box. |
|
File > Print |
Opens a dialogue box to select print options. |
|
File > Refresh |
Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data. |
Fields
|
Field |
Description |
|
Status |
The status of the deadline. The options available are pre-defined within Primacy and include Active, Recurring, Deferred, Advanced, Cancelled, and Completed. |
|
Business party |
The name of the business party. |
|
Deadline type |
The type of deadline. A number of options are pre-defined within Primacy and include Project, Implementation, Review, Submission, Renewal, Financial Statements, Audit, Annual Return, AGM, Meeting, Next accounting period to complete, Indemnification expiry date, VAT next filing date, ECB next filing date. Additions to these are possible and can be made in the Settings module > Application configuration > Pick list choices > DeadlineTypeCode. Please refer to Primacy Support before making any changes to these options. |
|
Tracking Date |
An additional date giving notice that a deadline is due. |
|
Due date |
The date the deadline is due. |
|
Completed on |
The date the deadline was completed. |
|
Description |
The description of the deadline. |
Administration
View information about the user who created or last modified the selected record.
|
Field |
Description |
|
Record ID |
The current record's identification number. |
|
Created by |
The user who created this record. |
|
Created on |
The date this record was created. |
|
Modified by |
The last user to modify the details of this record. |
|
Modified on |
The date this record was last modified. |
See also
General deadline information (list)
Comments
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