Phase Log and Action Log¶

Every phase change and every action executed after it is recorded. In the logs you can trace the history of a document and find out why a phase change failed.

Sales Document Phases Log¶

The Sales Document Phases Log page contains one entry for each phase change of a document.

• Id – the identifier of the entry.
• Document Type, Document No. – the document whose phase changed.
• Phase Code – the phase the document moved into.
• Phase State – the result of the phase change:
  • OK – all actions of the phase were completed.
  • Validation Error – an action ended with an error.
  • OK – restarted – the actions were completed after an error using Restart and Continue.
• Time – the date and time of the phase change.
• Created By – the user who performed the phase change.

Action Log¶

The Action Log, opened from the Sales Document Phases Log, shows the actions executed after the selected phase change.

• Phase ID – the link to the entry in the Sales Document Phases Log.
• Order – the order in which the action was executed.
• Action ID, Action Name – the executed action.
• Error – specifies whether the action ended with an error.
• Error Text – the error message.
• Time – the date and time of the execution.
• Created By – the user who triggered the phase change.

Restart and Continue¶

When an action ends with an error, the remaining actions of the phase do not run. The error message is shown in the Action Log, the document gets the Validation Error state and waits until a user restarts the actions. Documents in this state are counted in the Phase Validation Errors cues in the role center.

After you remove the cause of the error, open the Sales Document Phases Action Logs page, select the failed action and choose Actions > Restart and Continue. The failed action runs again and then the remaining actions of the phase continue. If all actions are completed, the Phase State of the document changes to OK – restarted.