ORDER ENTRY
Trace original transaction documents
Order Entry workflows provide great flexibility with multiple potential transaction entry and exit points. Now you can easily track which transactions started a workflow. A more traceable workflow ensures greater inventory reconciliation accuracy.
Details
Being able to trace original documents in your sales order workflows ensures that you can:
- Identify the original transaction in the workflow (originating document).
- Refer back to the previous document in the workflow (source document)
- Generate more informative sales transaction reports
- More easily identify and report on reconciliation issues and take corrective action.
How it works
To identify an originating document within a sales order workflow:
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Go to Order Entry > All > Transactions and select a transaction type, such as Sales invoice.
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In the Order entry transactions window, locate a transaction then select View.
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In the Entries table select a line item row then select Show details:
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If this is the original transaction in the workflow, the Originating document ID field is blank.
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If this is the second transaction in the workflow, the Originating document ID displays the initial transaction ID (the same ID displays in the Source document ID field).
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If this is a document in the workflow with more than 2 conversions, the Originating document ID displays the initial transaction ID (the Source document ID displays the last conversion document ID).
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Permissions and other requirements
| Subscription |
Order Entry |
|---|---|
| Regional availability |
All regions |
| User type |
To configure:
To convert sales transactions:
|
| Permissions |
Administration
Order Entry
|
