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Log

Sales Document Phases Log

Every phase change in the system is recorded in the Sales Document Phases Log.
Users can review the document flow and analyze potential errors from this page.

The following fields are logged:

  • Id – Identifier of the log entry (automatic numbering).

  • Document Type – Option (Sales Order, Sales Invoice, Sales Credit Memo, Transfer Order, Posted Sales Invoice, Sales Archive).
    Each document type maintains its own set of phases.

  • Document No. – Identifier of the document where the phase change occurred.

  • Phase Code – Identifier of the logged phase.

  • Phase State – Option (OK, Validation Error, OK – restarted).

  • Validation Error – An action encountered an error during phase processing.
  • OK – restarted – The phase successfully recovered from a validation error.

  • Time–DateTime – Date and time of the phase change.

  • Created By – Identifier of the user who performed the phase change.

Action Log

In addition to the Phase Log, all actions executed after a phase change are recorded in the Action Log.

The Action Log is accessible from the Sales Document Phases Log page.

The following fields are logged:

  • Phase ID – GUID reference from the Sales Document Phases Log.

  • Order – Defines the sequence in which assigned actions were executed.

  • Action ID – Code identifier of the action.

  • Action Name – Text[250]. Name of the action.

  • Error – Boolean.
    Indicates whether the action ended in an error state.

  • Error Text
    If the action ended in an error state, the corresponding error message is displayed here.

  • Time (DateTime)
    Date and time of the action execution.

  • Created By
    Name of the user who triggered the phase change.

Restart and Continue

If an action fails and ends in an error state, the corresponding error message is displayed.

After resolving the cause of the error, the user can restart the action using the Restart and Continue function.
This restarts the current action and continues executing the remaining assigned actions.

If all actions are successfully completed after the restart, the phase state on the document is set to OK – restarted.

Disclaimer:
The Restart and Continue command executes the actions that were assigned to the phase at the time the phase was originally changed.
If the phase actions have been modified since then, the document must be moved back to the previous phase (with appropriate permissions) and allowed to advance again so the updated actions can be applied.