can someone please advise how to identify who raised a sales order?
thanks
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Unfortunately not in standard NAV, but it is a small customization you can add or if you plan to use change log management
http://www.archerpoint.com/blog/Posts/setting-change-logs-microsoft-dynamics-nav-2013
Hello, can you please clarify what you meant by 'raised' a sales order? Do you mean created a Sales Order? Or increased the price?
If it is who created a Sales Order then on the Sales Order in the General Fasttab there is a field called Assigned User ID. This field should show who created the Sales Order. If you can't see this field then click the drop down arrow at the very top left of the Sales Order and choose Help and then choose About This Page, then expand Table Fields. This dialogue box will show you all the fields from the Sales Order Header table - there are many fields in the table that are not shown on the form - look for Assigned User ID and the value shown there.
You could also set NAV to track this with the Change Log, but this needs to be done very minimally. Search 'Change Log Setup' and then click the corresponding link. From the Change Log Setup form, Go to the Actions tab and click Tables. From here you can set NAV to create an audit log for certain actions (Log Insertion, Log Modification, and Log Deletion) related to certain fields.
BTW - with the Change Log Setup (Table) List you never want to choose 'All Fields' to be logged because this will slow down NAV tremendously (especially from the Sales Header table which is used all the time). You want to only log "Some Fields" and then carefully choose a field or two to audit for an action (like Log Insertion, Log Modification, and Log Deletion).
The Assigned User ID on the sales order does not store information about the user who created/modified the sales order, it is editable field which the user have to manually select, otherwise by default that field is blank.
Without modifications you can use Change Log Setup but as Alex mentioned try to choose some fields instead of All Fields. The above link i provided has the information how to setup and below links provide more
msdn.microsoft.com/.../hh169208%28v=nav.71%29.aspx;MSPPError=-2147217396
In the default version of Dynamics NAV does not contain option that fulfil your requirement. However as Suresh said you can do this with a minor customization or else you can use change log management.
I suggest you to go for change log management because with that you can check all the user interactions with the system data.
If you need to have this information about who created the sales order ? then there are two options one with some development efforts and another with system default facility.
1) Use Change log - You can configure the change log setup for Sales header with action insert so whenever you need you can get the information from the change log details. For information regarding change log refer below link:
msdn.microsoft.com/.../hh167300(v=nav.71).aspx
2) Add Field on the sales order which capture the USERID of creator.
This needs some development efforts, You need to add one field on the sales header table like "User ID" and you need to write a code in Sales header table "OnInsert" trigger like below:
IF "Document Type" = "Document Type" :: Order THEN
"User ID" := USERID;
so when a sales order get created, system will insert the USERID of the creator to this field and you can also put this field on sales order card or list page to have a direct information from the document.
I hope this answer your question.
Regards,
Saurabh Shah
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