You can use the Track It panel to apply statuses to transactions you enter in Sage 50 and to assign these transactions to individual users or all users with a particular role. This helps you track the flow of progress of transactions through your system. It shows others in your company, at a glance, the current state of a transaction. Read an overview of tracking transactions in Sage 50.
Tip: The information on the Track It panel is part of the transaction. When you enter or change information on the Track It panel, you must save the transaction to save this information.
Open a transaction screen (Quotes, Sales Orders, and so on). If that type of transaction can be tracked, the Track It panel will be on the right side of the screen. If you see the words Track It on the right side of the screen, but don't see the panel, this means the panel has been closed. Click where you see Track It to open the panel.
Yes. Click the Close button in the right corner of the panel to close it.
If the panel is closed, you can click Track It on the right side of the screen to reopen it.
Tracking Status: Select the status you want to assign to the transaction here. The available statuses were set up by you or someone else in your company. So if you don't see the status you want, you can add it. How do I add statuses?
Assigned to: You can assign this transaction to a user or role in your company. Just select a user or role from the drop-down. A user or role must have at least Edit access to the transaction type to appear in the drop list. How do I add an assignee?
Note: An assignee may automatically appear on the Track It panel after the tracking status is selected, depending on how the tracking status was set up. You can change this assignee, if necessary.
To add a note:
Note: The note is added, but not saved.
You must save the transaction to save the Note.
To edit a note:
Next Step: This field displays the next step for a transaction as it was set up for the current Tracking Status. If you want to change the next step, you must edit the tracking status. How do I edit a tracking status?
You can have Notifications sent to users when the assignee and/or tracking status is changed on a transaction. To send notifications, you need to set up Notification Rules. Clicking the Add or edit notification rules link will take you to the screen where you can set up notification rules.
On the history tab, you can track changes to a transaction as it moves through your system.
Show Changes to: You can filter the information that displays in the change log by Tracking Status, Assigned to, or Notes.
You can use the Transactions by Tracking Status section on the My Dashboard Navigation Aid. Learn more about this section and how to add it to My Dashboard.
You can do this with the My Inbox section on the My Dashboard Navigation Aid. Learn more about this section and how to add it to My Dashboard.
You can do this on the Track It panel of the transaction or on My Inbox. Learn about using My Inbox.
Note: When you make a change to the status or user for a particular transaction, the change will be logged on the History tab of the Track It panel.