Hello,
Our Ops Mgr. Is looking for a report or log that shows users activity with sales order? Like a audit trail, trying to eliminate S/O errors and trying to determine who is making them.
Thank you!!
Regular Sage 100 doesn't have that for SO tables, but DSD's enhancement SOAT is worth considering.
Thanks much for quick response... your a great resource..
In Sales Order currently all it records is who created the order and the last person to update the order.
Created a simple Sage Intelligence report with no filters using the ABC Co. pulling the SO Number, Date,Status, User Code, Name, User Created and Updated dates.
I haven't had a chance to create a report in SI.. so I tried exporting from SQL and there is no common field between SO header or detail tables and SYS_USER so not sure how you brought user into report..
Sure there is, User Code, it's the second field in SY_User same as UserCode in the Sales Order Header, one of the last fields.
It's actually user key fields in SO header, which can be translated into user codes / names by linking to SY_User (twice).
This doesn't tell you what changed though. For details, you need something more, like a custom change report using software like ActionQ / SA&WF, or the DSD enhancement.
Yep that is all I see are the key fields and I know this wont give them what they want but might be enough figured it can't hurt to show them. I did check into the DSD - SOAT you mentioned and doesn't seem to costly..
I actually created 2 sub-reports one to pull the UserCreated and one for UserUpdated info
Here's the link for the User Created report:
("SO_SalesOrderHistoryHeader"
INNER JOIN "SY_User"
ON "SO_SalesOrderHistoryHeader"."UserCreatedKey" = "SY_User"."UserKey")
The User Updated report:
("SO_SalesOrderHistoryHeader"
INNER JOIN "SY_User"
ON "SO_SalesOrderHistoryHeader"."UserUpdatedKey" = "SY_User"."UserKey")
Referring to the sub-reports, is this the screenshot you gave from SI? Or did you create this in SQL? Is there a way to capture what change was made, or the DSD solution is the easiest way to solve that?
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