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Finding who released a Purchase Order

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We had a purchase order released and I need to find out who released it.  Looking thru the change log it seems that Purchase Header and Purchase Header Archive was not setup to be logged.

My question is, is there another way to see the history of the PO preferably by who modified it?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Finding who released a Purchase Order

    Without the change log active there is no way to do this in the standard system.

    So either configure the change log or implement an approval workflow if you want better control over this process.

  • Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at
    RE: Finding who released a Purchase Order

    Hi Terry,

    You should customize it no way.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: Finding who released a Purchase Order

    Hi, as mentioned by the two experts above, there is no good way.
    Of course, you can choose to customize, imitate Data audit fields, add OrderReleasedAt, OrderReleasedBy fields to record who released it and when.

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Finding who released a Purchase Order

    hi

    If the Purchase Header and Purchase Header Archive tables were not set up to be logged, then it may not be possible to determine who released the purchase order using the change log. However, there are a few other options you can try:

    Check the workflow history: If the purchase order was released using a workflow, you may be able to find the user who released it by checking the workflow history.

    Check the approvals: If the purchase order required approval before being released, you may be able to see who approved it by checking the approvals.

    Check the audit trail: Microsoft Dynamics 365 Business Central has an audit trail feature that tracks changes made to data in the system, including purchase orders. If the audit trail was enabled when the purchase order was released, you may be able to see who modified it.

    Check with users: If all else fails, you may want to ask around to see if anyone remembers who released the purchase order.

    It's worth noting that even if you can't determine who released the purchase order, you can still take steps to prevent similar situations from happening in the future. You may want to consider enabling the change log for the Purchase Header and Purchase Header Archive tables, or implementing tighter controls around who has the ability to release purchase orders.

    DAniele

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,194 Super User 2024 Season 2 on at
    RE: Finding who released a Purchase Order

    You cannot see all the log but at least the last SystemModifiedBy and SystemModifiedAt

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