How to: Track Document Lines
You can use the document tracking to view documents that are related to sales order lines and purchase order lines for orders and archived orders. You can also see an overview of documents related to order lines. This helps you to identify documents used to process orders.
You can also track document lines using the following:
Quotes
Archived quotes
Posted shipments
Posted invoices
The following procedure describes how to track document lines from sales orders, but the same steps also apply to purchase orders and blanket orders.
To track document lines
In the Search box, enter Sales Orders, and then choose the related link.
Select the relevant sales order, and then, on the Home tab, choose Edit.
Select the sales order line that will be used to track documents.
On the Lines FastTab, choose the Actions icon, point to Line, and then choose Document Line Tracking.
In the Document Lines Tracking window, you can view the number of document lines that exist for the order line.
Choose the Close button.
To view tracked documents
In the Search box, enter Sales Orders, and then choose the related link.
Select the relevant sales order, and then, on the Home tab, choose Edit.
Select the sales order line that will be used to track documents.
On the Lines FastTab, choose the Actions icon, point to Line, and then choose Document Line Tracking.
In the Document Lines Tracking window, select the document that you want to view, and then, on the Home tab, in the Process group, choose Show.
To view the entire document for the selected document line, on the Navigate tab, in the Line group, choose Show Document.
Choose the OK button.
See Also
Tasks
How to: Set Up Automatic Archiving of Documents
How to: Archive Blanket Orders
How to: Create an Order from an Archived Blanket Order
How to: Delete Archived Blanket Orders