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Traceability and audit

Track how Charge Segments sync to Opportunity Products and are audited through zqu__OppProdSyncRecord__c for end-to-end traceability from quotes to products.

Each Charge Segment has a zqu__SyncedOpportunityProduct__c lookup field pointing to the Opportunity Product it was synced into. You can view which Charge Segments contributed to an Opportunity Product through the related lists.

Junction object — zqu__OppProdSyncRecord__c

Each sync creates Opportunity Product Sync Record junction records that store:

  • The quote that triggered the sync

  • The grouping key used

  • How many segments were aggregated

  • A snapshot of the configuration for grouping settings at the time of sync

  • The sync timestamp

These records support end-to-end traceability from an Opportunity Product back to its originating quote and source Charge Segments.