Document tracking
DYCE Document Tracker finds all transactions belonging to a document. In addition, it can also be used separately to search for a specific document - without the user having to know which document type (Invoice, Purchase Order, Sales Order, etc.) is involved.
Supported document types
The following document types are found by DYCE Document Tracker:
- Opportunities
- Sales Quotes
- Archived Sales Quotes
- Sales Orders
- Archived Sales Orders
- Posted Sales Shipments
- Sales Invoices
- Posted Sales Invoices
- Sales Credit Memos
- Posted Sales Credit Memos
- Purchase Orders
- Archived Purchase Orders
- Posted Purchase Shipments
- Posted Purchase Invoices
- Jobs
- Job Tasks
- Production Orders (simulated, planned, firmly planned, released, finished)
Document tracking can be called using the search (Alt+Q) and in document headers. In the document header the action can be found in the menu with the same name as the document type (e.g. menü Order in the Sales Order).
When using the document tracking, only those records are displayed that the user is allowed to open based on his access permissions. Therefore, it is possible that different results are displayed to different users with different permissions.