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Exact Globe+   
 

Viewing logbooks of orders and quotations

Menu paths

CRM module
Order module
Purchase module
Service module

Introduction

From these various screens, you can retrieve a log of changes done to the data in sales, service, purchase, blanket, RMA, and RTV orders. In addition, you can determine who made the changes and the dates the changes were made.

Note: This feature is available only if the Logbook check box at System ? General ? Settings, under Order settings, is selected.

What version are you using?

The information in this document is applicable to product update 405 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the logbook?

  1. In the respective screen, define the criteria, and then click Search.
  2. Select a line.
  3. Click Logbook.

How do I define the columns to be displayed in the screen?

  1. In the respective screen, define the criteria, and then click Search.
  2. Select a line.
  3. Click Logbook.
  4. In the pop-up screen, right-click on one of the columns, and then click Define columns.
  5. In the Define columns screen under the Available section, select a column that you want to display.
  6. Click to move the selected column to the Visible section.
  7. Click OK.

How do I remove the columns from being displayed in the screen?

  1. In the respective screen, define the criteria, and then click Search.
  2. Select a line.
  3. Click Logbook.
  4. In the pop-up screen, right-click on one of the columns, and then click Define columns.
  5. In the Define columns screen under the Visible section, select a column that you want to remove.
  6. Click to move the selected column to the Available section.
  7. Click OK.

Fields

Columns

Button

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 23.901.223
 Assortment: Exact Globe+  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

Attachments
EGN-OH405-Viewinglogbooksofordersandquotations-final.docx 29.3 KB View Download