history of full sales order,who created sales order, who invoiced , who made picking list

(0) Share

Report

Posted on by Shabir Ahmad

3,124

Hi experts,

A requirement was given to me that 1 sales order any sales order need its history. Let say user A made sales order, user b made packing slip and picking list and user c invoiced it . Is it possible??

how to track this information.

Best Regards,

Shabir

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Verified answer

Martin Dráb 239,364 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Sure - use SalesTable.CreatedBy, CustInvoiceJour.CreatedBy and so on.

Don't forget that one there may be multiple documents for one order (e.g. multiple partial invoices).

You'll also need tables linking the order with journals, e.g. CustInvoiceSalesLink.

Was this reply helpful? Yes No
Oscar 45 on at

Like (0)

Report
Copy link

Link copied!

I know that there already is an answer. Just want to say that in many countries it's not allowed to be able to single out a single employee for these kind of actions. Single point in a chain.

Really strange, but thats the way it is in some countries (Sweden for example).

It's ok in the system in the background, but should not be easy to access unless there is a suspected crime.

Was this reply helpful? Yes No
Martin Dráb 239,364 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

It's up to each company to set up security accordingly. You can utilize segregation of duties functionality to check that there aren't users with an unwanted combination of permissions.

But that's a different topic - if you need to know more, please create a new thread (with an appropriate title).

Was this reply helpful? Yes No