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

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.

Sign (field TRKSEL)

Choose the direction of the search:
- Upstream
- Downstream
Company currency (field CURSOC)

This field displays the company currency and cannot be modified.

Folder currency (field CURFOL)

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
BP (field BPRNUM)

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

Tab Traceability

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 

XSL

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.

Specific Buttons

Detail

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