Transactions
Trace an order through purchasing, delivery, billing, and payment.
Open Browse → Transactions in the right sidebar of a river you have access to. Use the list to find an order, then trace its documents, goods, and payments in the flow diagram.
Find an order
Each card identifies a Sales Order, its linked PO or PO count, customer, date, and amount. A colored issue-count badge identifies orders with issues. Blue means unseen issues. Yellow means work remains. Green means all associated issues are resolved or rejected.
- Search looks up SO and PO numbers across matching transactions.
- Sort offers Most Recent, Oldest, Highest Amount, and Lowest Amount.
- Filter narrows dimension values and the date range. Product Category, Manufacturer, SKU, and the issue-presence filter apply to the rows loaded so far. Scroll to load more before treating those filtered results as complete.
The count shows how many results are loaded and, when available, the total. Click a card to open its detail. You can also arrive here by opening a linked record or case.
Read the order flow
The breadcrumb identifies the order; Copy link shares a direct link with someone who has access to the river.
The Sales Order card shows customer and order context, approval and credit-hold indicators when applicable, and available financial values: Revenue, Est. Cost of Goods, Net Profit, Net Margin, and Unpaid.
Below it, the flow runs chronologically across vendor, company, and customer lanes. Each event connects the parties involved. Common labels include:
| Label | Meaning |
|---|---|
| PO | Purchase order |
| BILL / VPAY | Vendor bill / vendor payment |
| INV / PAY | Customer invoice / customer payment |
| RA / RETURN / CM | Customer return authorization / returned goods / credit memo |
| VRA / VRTN / VCR | Vendor return authorization / returned goods / vendor credit |
Thin lines represent documents, heavy lines represent money, double lines represent goods, and dashed lines represent exceptions. Warning dots call out unpaid amounts or open exceptions. Click an event to highlight its related chain. Unrelated documents fade. Click the event again to clear the highlight.
If the panel reports No linked order to trace, the record does not have an available order flow. Use its document number to investigate in your source system. A failed flow request shows Retry.
Check delivery quantities
Line Items groups products by child PO and vendor. Received compares the quantity received from the vendor with the ordered quantity. A Shortage or Overage badge appears when a positive received quantity differs from the order. Additional fulfilled and billed quantities appear when they add information.
For example, a line showing 88 / 100 Received indicates 12 units short from the vendor. Compare its receipt and shipment events to understand what arrived and what reached the customer before following up.
Track follow-up work
Related support cases appear below the flow; click one to open its detail. The Issues section lists follow-up work linked to the order. Click an issue to open it, or choose Create Issue to create one with the transaction already linked. Creation requires the Rules permission.
Assign the shortage investigation, set a due date, and record progress in the issue's comments. See Issues for assignment and resolution, and Cases for imported help-desk tickets.