Accolent ERP maintains a complete log of a transaction’s changes in status through its lifecycle. This log is maintained in the Internal Notes associated with a transaction. The log includes a message on the transaction status, Entered By, Entered Time and Logged in User fields and is maintained by the system. These system-maintained entries cannot be deleted. In addition, Users can add to the Internal Notes at any time. User-made entries may be deleted.
System-Maintained Internal Notes Log
- Users can enter Internal Notes at any time.
- In addition, the system maintains a full transaction log in Internal Notes.
- The Transaction log records every change in status of the transaction through its complete lifecycle.
- System-entries cannot be deleted.
Transaction Log – Transaction 92128
- For example, transaction 92128 started as a Quote, was moved to an Order, then moved to Fulfillment, then partially Invoiced and a Back Order created. This is the transaction log:
| Event | Internal Notes Entry | Entered By | Entered Time | User |
| Quote Locked | Quote 92128 locked. | System Message | 04/17/26 2:11:24 | Admin |
| Quote Created | Quote 92128 created. | System Message | 04/17/26 2:13:05 | Admin |
| Quote Released | Quote 92128 released. | System Message | 04/17/26 2:13:06 | Admin |
| Quote Locked for Edit | Quote 92128 locked for editing. | System Message | 04/17/26 2:13:21 | Admin |
| Quote to Order | Quote 92128 moved to Order. | System Message | 04/17/26 2:13:43 | Admin |
| Quote Released | Quote 92128 released. | System Message | 04/17/26 2:13:44 | Admin |
| Order Locked for Edit | Order 92128 locked for editing. | System Message | 04/17/26 2:14:00 | Admin |
| Order to Fulfillment | Order 92128 moved to Fulfillment. | System Message | 04/17/26 2:15:47 | Admin |
| Email Failed | Email sending failed. Email default not configured for customer. | System Message | 04/17/26 2:15:50 | Admin |
| Order Released | Order 92128 released. | System Message | 04/17/26 2:15:51 | Admin |
| Fulfillment Locked | Order in Fulfillment 92128 locked. | System Message | 04/17/26 2:16:20 | Admin |
| Fulfillment to Invoice | Order in Fulfillment 92128 moved to Invoice 92128. Back Order 92128-1 was created. | System Message | 04/17/26 2:18:41 | Admin |
| Email Sent | Invoice email sent successfully. | System Message | 04/17/26 2:18:50 | Admin |
Transaction Log – Transaction 92128-1
- Back Order 92128-1 was then force-processed to an Order, then moved to fulfillment, then invoiced. This is the transaction log:
| Event | Internal Notes Entry | Entered By | Entered Time | User |
| BO Forced to Order | BO 92128-1 was force-processed to Order by Admin. | System Message | 04/17/26 2:28:29 | Admin |
| Order Locked | Order 92128-1 locked for editing. | System Message | 04/17/26 2:29:12 | Admin |
| Order to Fulfillment | Order 92128-1 moved to Fulfillment. | System Message | 04/17/26 2:29:40 | Admin |
| Email Failed | Email sending failed. Email default not configured for customer. | System Message | 04/17/26 2:29:42 | Admin |
| Order Released | Order 92128-1 released. | System Message | 04/17/26 2:29:42 | Admin |
| Fulfillment Locked | Order in Fulfillment 92128-1 locked. | System Message | 04/17/26 2:29:48 | Admin |
| Fulfillment to Invoice | Order in Fulfillment 92128-1 moved to Invoice 92128-1. | System Message | 04/17/26 2:30:59 | Admin |
| Email Sent | Invoice email sent successfully. | System Message | 04/17/26 2:31:03 | Admin |
| Fulfillment Released | Order in Fulfillment 92128-1 released. | System Message | 04/17/26 2:31:14 | Admin |
Transaction Timeline Summary
- From the Internal Notes the Transaction Timeline summary is as follows:
| Trans No. | Quote | Order | Fulfillment | Back Order | Invoice |
| 92128 | 04/17/26 2:13:05 | 04/17/26 2:13:43 | 04/17/26 2:15:47 | 04/17/26 2:18:41 | 04/17/26 2:18:41 |
| 92128-1 (BO) | 04/17/26 2:28:29 | 04/17/26 2:29:40 | – | 04/17/26 2:30:59 |