Activity Management

Appointment:
Required Fields:
New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time,
End date & time, Status

After Save and open: Priority, Attendees, Notes

Task:
Required Fields:
New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time,
End date & time, Assigned to, Status

After Save and open: Priority, Notes

Phone call:
Required Fields:
New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Unit, Start date & time,
End date & time, Status, Direction

After Save and open: Priority, Attendees, Notes

Lead
Required Fields:
New Creation: Subject, Customer, Primary Contact, Employee Responsible, Sales Org, Start date, End
date, Status.

After Save and open: Priority, Notes, Product Tab to select product, Activity tab to create task, phone
call, appointment, Involved Parties.

Opportunity
Required Fields:
New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org,
Sales Office, Distribution Channel, Division, Start date, Close date, Status, Sales Phase

After Save and open: Priority, Notes, Lead ID, Product Tab to select product, Activity tab to create task,
phone call, appointment, Involved Parties.
Sales Quote
Required Fields:
New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org,
Sales Office, Distribution Channel, Division, Valid from date, Valid to date, Status.

After Save and open: Priority, Notes, Lead ID, Opportunity ID, Product Tab to select product, Activity tab
to create task, phone call, appointment, Involved Parties.

Sales Order
Required Fields:
New Creation: Subject, Customer, Document Type, Primary Contact, Employee Responsible, Sales Org,
Sales Office, Distribution Channel, Division, Date, Status.

After Save and open: Priority, Notes, Lead ID, Opportunity ID, Quote ID, Product Tab to select product,
Activity tab to create task, phone call, appointment, Involved Parties.

NOTE: If we can keep Document Flow in all of these screens it will be more good.

Master Data
Customer, Product Category, Product, Employee (Fields as same as LMS system).

Apart from this we need to design one more master data screen for maintaining company hierarchy
structure.

Below screenshot is for your perusal.