Understanding the Transaction Wheel

In the Transaction Wheel, the user can access up to seven transactions associated with a particular customer. The number of transactions available depends on the products installed by the customer. You can click any icon to access the respective transaction search component, where you can filter transactions, and review transaction status and document status. All inquiry pages open in a new window.

Access to the transaction inquiry pages depends on the user role. If a user is not authorized to access certain components, a message denying them access appears.

The Transaction Wheel is accessible in the analysis mode and includes these transactions:

• Quotations

• Customer Contracts

• Sales Orders

• Invoices

• Items

• Payments

• Returned Material Authorizations