Use this function to view the log of an entry related to the customer relations management (CRM activity and/or customer support, depending on the activation of these modules).

This function provides:

  • the upstream flow leading to the documents of origin, including the flow of sales documents (for example: invoices, service contracts, orders and quotes),
  • the downstream flow for documents leading down to the total payment of invoices for service contracts or requests.

The CRM Journal traceability function can also be accessed directly from each of the management functions of CRM journals.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Header

    Presentation

    The inquiry header is used only to select the sales journal to be traced.

    Once the journal has been selected, its status, the customer code and name, the company currency and the folder currency are displayed for information purposes.

    Close

     

    Fields

    The following fields are present on this tab :

    • Sign (field TRKSEL)

    Choose the direction of the search:
    - Upstream
    - Downstream

    This field displays the company currency and cannot be modified.

    This field displays the folder currency and cannot be modified.

    • Document type (field VCRTYPSEL)

    Enter a document type if you wish to filter the inquiry and restrict it to this type of document.

    • Document number (field VCRNUMSEL)

    Enter the document number reference to inquire, depending on the chosen document type.

     
    • Line number (field VCRLINSEL)

    Line number of the document to inquire.
    Example: line 1 = 1000

    Help common to the different Journal traceability inquiries (purchasing, sales, CRM, A/P-A/R accounting and fixed assets).
    This field displays the BP code and cannot be modified.
    For purchase requests, this field is empty since the BP code is displayed on the line.

    • Part status (field VCRSTA)

    Help common to the different Journal traceability inquiries (purchasing, sales, CRM, A/P-A/R accounting and fixed assets).
    This field displayed the journal status, its title depends on the journal type inquired.

    For instance:

    • For a purchase request: Closed
    • For a purchase order: Invoiced
    • For a sales order: Order status
    • Part status (field VCRSTA_L)

    Help common to the different Journal traceability inquiries (purchasing, sales, CRM, A/P-A/R accounting and fixed assets).
    3 fields of this type are available. They display the status of the upstream/downstream journals related to the journal displayed. Their display and their title depend on the type of journal displayed.

    Examples :

    • For a purchase order:
      - Invoiced: Yes / No
      - Closed: Yes / No
    • For a purchase invoice:
      - Invoice status: Pending / Validated
    • For a sales order:
      - Delivery status
      - Invoice status
      - Signature
    • For an expense:
      - Fixed: Yes / No

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    Tab Traceability

    Presentation

    The traceability of the various documents is shown in the form of a tree structure and a grid, with the status of each journal indicated.

    Examples of flow tree structure representations:

    Example of an upstream representation of a Customer base document flow:

     Customer base

     

     

     

     

    End user
    Installed on loan: No

     

     Shipment

     

     

     

    Return status: Partially returned
    Invoice status: Partially returned

     

     

    Picking ticket 

     

     

    Picking ticket status Delivered

     

     

     

    Sales order 

     

    Closed
    Delivered
    Invoiced
    Signature: No management 

     

     

     

     

    Sales quote 

    Totally ordered
    Signature: No management

    Example of a Downstream representation of a Customer base document flow:

    Customer base

     

    End user
    Installed on loan: No 

     

    Service request 

     

    Dispatching
    Completely covered
    Severity: A1

     

     

     Action 

    Completed: Yes
    Subcontracted: No
    Category: B1

     

     

     Solution

     Category A1
    Skill group: XXXX

    Example of an Upstream representation of a Task document flow:

     Task

     

     

     

     

     

    Completed: No 

     

     Sales invoice

     

     

     

     

     Invoice status: Validated

     

    Shipment

     

     

     

    Return status: Partially returned
    Invoice status: Partially returned

     

     

     

    Picking ticket 

     

     

    Picking ticket status Delivered 

     

     

     

     

    Sales order 

     

     Closed
    Delivered
    Invoiced
    Signature: No management

     

     

     

     

     

     Sales quote

    Totally ordered
    Signature: No management 

    Close

     

    Fields

    The following fields are present on this tab :

    XSL

    Grid

    • Level (field LEV)

    Help common to the different Journal traceability inquiries (purchasing, sales, CRM, A/P-A/R accounting and fixed assets).
    This displays the level in the document hierarchy. Value 1 corresponds to the selected document, value 2 to the document directly linked to the selected document, 15 being the maximum value of a multi-level log.

    Example of a sales invoice with an upstream traceability:
    Level 1 = invoice level.
    Level 2 = delivery level.
    Level 3 = order level.
    Level 4 = quote level.

    The same level can be used as often as there are levels for this invoice. For instance, there will be a delivery level as often as there are deliveries for this invoice.

    • Document type (field VCRTYP)

    Document type.

    • Document number (field VCRNUM)

    The type, number and line number of the document are used to identify its origin.

    • Document date (field IPTDAT)

    Posting date of the document.

    Origin site of the document.

    This field indicates the code identifying the BP. 

    • Company name (field BPRNAM)

    This is the corporate or company name of the chosen supplier. This information is not accessible.

    This field is filled only if the line is posted and an accounting document has been generated.

    • Document status (field VCRSTAT1)

    Help common to the different Journal traceability inquiries (purchasing, sales, CRM, A/P-A/R accounting and fixed assets).
    This field indicates the journal status. Three other fields of this type are available. They display the status of the upstream/downstream journals related to the journal displayed. Their display and their title depend on the type of journal displayed.
    For example, for a sales order, its status is displayed as well as the delivery and invoice status.

    Close

     

    Action icon

    Document

    Use this button to access the line document.

    Document

    This Project action is only available in the upstream flow inquiry of a quote when it is related to a mixed project (PRP and CRM). In this case, you can quickly access the two types of projects using this button and the Back button.

    Upstream traceability

    Use this button to inquire the upstream traceability of the document on the line.

    Downstream traceability

    Use this button to inquire the downstream traceability of the document on the line.

     

    Close

     

    Specific Buttons

    Use this button to access the additional information of the displayed document, especially the amounts in the journal currency, company currency and folder currency.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation