Monitoring in Navision / Interaction Log Entry

Student112
Student112 Member Posts: 5
edited 2013-09-02 in NAV/Navision Classic Client
Hello all,

I don't know what segment is best place to ask this question, so that is why I am posting it here as I think this segment is the right segment.

My question is about monitoring information. Basically I am working on a project to find out the day's / time spent on each of the following step:

1. We create interactions and then we create quotes from there
2. After it's creation the quote is sent to the customer when needed ==> we will take first moment of printing it as moment when it was sent to customer
3. We convert quote to an order
4. After it's creation the order is sent to customer when needed ==> we will take first moment of printing it as moment when it was sent to customer

I have checked interaction log entry table and have been activating some fields, but it's not possible to find out when a quote or order was printed. Also I cant see when a quote was converted in an order, although when an order has been created using button F3, that can be seen in the logs.

Can someone help me?

Comments

  • Luc_VanDyck
    Luc_VanDyck Member, Moderator, Administrator Posts: 3,633
    When printing a Quote, the option "Log Interaction" is available on the Options-tab. This field is editable when you have assigned Interaction Templates in Sales & Marketing -> Setup -> Interaction -> Template Setup.

    Then every time a Quote is printed, an Interaction Log Entry is created.
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  • Student112
    Student112 Member Posts: 5
    Luc Van Dyck wrote:
    When printing a Quote, the option "Log Interaction" is available on the Options-tab. This field is editable when you have assigned Interaction Templates in Sales & Marketing -> Setup -> Interaction -> Template Setup.

    Then every time a Quote is printed, an Interaction Log Entry is created.

    Hello Luc,

    Thanks a lot for your quick reply, but I am afraid it wont work for now. Because I can see a new line in the 'Log interaction table' after printing the quote, but I cant see anything which indicates something about the taken action, in this case printing of quote no...
    I need to identify the step and time / date, so that that information can be used for reporting about time spent in between two steps.

    Maybe you can shed more light on this issue?
  • Luc_VanDyck
    Luc_VanDyck Member, Moderator, Administrator Posts: 3,633
    You could use different Interaction Templates (QUOTE, QUOTEPRINTED) but it requires some programming in Report 204 "Sales - Quote" and Codeunit 5051 "SegManagement" to modify the code so it records a different Interaction Template code in the Interaction Log Entry, depending on the situation.
    No support using PM or e-mail - Please use this forum. BC TechDays 2024: 13 & 14 June 2024, Antwerp (Belgium)
  • Student112
    Student112 Member Posts: 5
    Luc Van Dyck wrote:
    You could use different Interaction Templates (QUOTE, QUOTEPRINTED) but it requires some programming in Report 204 "Sales - Quote" and Codeunit 5051 "SegManagement" to modify the code so it records a different Interaction Template code in the Interaction Log Entry, depending on the situation.

    Once again thanks, I was thinking about another solution. For this solution we still need programming, but maybe it is a possibility.
    What if we create a field to save date / time when each quote or order is printed?

    Another problem I am facing in this whole scenario is conversion of a quote to an order. This is also not logged by Navision, but when an order is created using F3 button, that is logged by Navision.
  • Student112
    Student112 Member Posts: 5
    Anyone else who can shed some light on this topic?

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