Viewing Customer Order Document Lifecycle

To view lifecycle data for a customer order:

  1. Open the Customer Order Document Lifecycle form in one of these ways:
    • Open the form standalone
    • Click the Customer Order Document Lifecycle icon in the toolbar on one of these forms:
      • Estimates
      • Customer Orders
      • Job Orders
      • RMAs
      • Order Shipments
      • Invoice Listing
      • A/R Posted Transactions Detail

      The form is populated based on the record selected on the previous form.

  2. Optionally, double-click a record in the tree to populate the grids for only that record. The tree lists the same records as the grids, but only shows the key for each record.
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