Creating Trackers From Ledger Transactions

You can create a tracker from any ledger transaction, such as a sales order or cash receipt. The system includes the transaction ID and other information in the initial tracker comment. From the tracker, you can use the Edit > View Contents menu option to view the transaction.

To copy line item information from a sales, purchase, or transfer order into a tracker, add the designated line items to the OE clipboard and then select the Line Item Clipboard Info option when performing the following procedure.

When you create a tracker from a sales order transaction and the order is invoiced, the system appends to the tracker with the invoice information.

To create a tracker from a ledger transaction:

From the order's body tab, press Shift-F4.

At the Enter Tracker For prompt, the system displays the activity logs to which you can assign the tracker.

The options, which vary depending on the type of transaction from which you press Shift-F4, can include the following:

Option	Assigns the tracker to...
Ship-To	the ship-to customer's activity log.
Bill-To	the bill-to customer's activity log.
Ship-From	the ship-from vendor's activity log.
Pay-To	the pay-to vendor's activity log.
User	your activity log.
Different User	another designated user's activity log.
Order	the order's activity log.
Line Item Clipboard Info	the ship-to customer's activity log and copies the order generation's line item data from the OE clipboard into the tracker. Note: The system only displays this option if you are viewing a sales, purchase, or transfer order generation and have copied one or more line items from the order generation to the OE clipboard.

Select the activity log to which to assign the tracker.

The system displays the Call Tracking Entry window with the transaction information in the comment section of the tracker.

Edit the header information fields, as needed.
Append your comment to the tracker.
Update the forward list, as needed.
Use the remaining menu options, as needed.
Save the tracker and exit the window to save the tracker, send it to the users on the forward list, and return to the ledger transaction.

Note: To access the tracker from the ledger transaction, view the transaction's change log.