Review and trace back all activities performed for certain transactions. Information that is changed, deleted or created, will be tracked by user, date/time, and will showcase the previous and current standing values for reference.
Audited Transactions: • customer sales orders
• item master entries
• purchase orders
• customer master entries
• vendor master entries
Customer Sales Orders
1. Click on the Audits Icon next to a sales order to view all activity history for that particular sales order
Note:Order details in terms of items/services will not be displayed here, only overall order information. Use the Audits Icon located next to each line of the order to view the audits for the details.
2. To view the order details audits, click on the Audits Icon next to the order line
3. Click on the View Audits for All Button to view all of the detail lines' audit information
*Anywhere the Audits Icon or Button is located within the system there will be history tracking taking place. Auditing other transactions that are not currently supported is available upon request.