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 View hot key to view the transaction.

Important: The following procedure is different from Release 7. If you have upgraded from Release 7 recently, please read the procedure carefully. Specifically, how to create a tracker with a different user ID.

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 a ledger transaction, 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	Description
Ship-To	Displays the Ship-To the system is using for that transaction and assigns the tracker to the bill-to customer's activity log.
Bill-To	Displays the Bill-To the system is using for that transaction and assigns the tracker to the bill-to customer's activity log.
Ship-From	Displays the Ship-From the system is using for that transaction and assigns the tracker to the bill-to customer's activity log.
Pay-To	Displays the Pay-To the system is using for that transaction and assigns the tracker to the bill-to customer's activity log.
User	Displays the user ID of the person currently logged in and assigns the tracker to that activity log.
Different User	Opens an empty track so that you can assign the tracker to another designated user's activity log. Note: They system defaults to using the current user's ID. To change this select this option. You will also need to change the Next Action on the tracker when the tracker has been created.
Order	Indicates the order's activity log.
Line Item Clipboard Info	You can use the ship-to customer's activity log and copy 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 screen with the transaction information in the comment section of the tracker.

Edit the header information fields, as needed.

Append your comment to the tracker.

Note: When you use the Different User option, you must change the Next Action field when you append to the new user.

Use the Forward hot key to update the forward list and select other users that need to see or review the tracker, as needed.
Use the remaining hot keys, as needed.
Press Esc 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.