Supply Lens

How do I see the details of a document?

Read a Document

Open a Document and read its status, references, parties and lines, then follow its links to the source data and target data.

About 4 min

The Document screen answers most questions about a transaction: who, what, how many, at what price, and where it was sent.

Before you start

Steps

  1. On any Document list, click the magnifying glass (view) icon on the row to open the Document screen.
  2. Read the header for the document type, number and status, such as Complete or Failed.
  3. Check the summary: References, Totals and Tags.
  4. Expand the party cards (Customer, Ship to, Supplier and so on) to see who is involved.
  5. Check the lines: each item's code, quantity, unit, price and totals. A green tick beside a line or party means Supply Lens matched it to one of your records. No tick means it wasn't recognised.
  6. To see what arrived or what was sent, open the links menu in the top-right and choose the source data or the target data.
An Order Document. The layout varies a little by document type.

On the source data screen you can download the data, copy it to your clipboard, open its logs, and reprocess, complete or cancel it.

Tip

With a Document open, press Ctrl+F (Command+F on a Mac) to search the whole Document.

Check it worked

You can answer the question you came with: for example, the order's status is Complete and the links menu shows target data for the system you expected.

If something goes wrong