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

(0) Share

Report

Posted on by Shabir Ahmad

3,110

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

All responses (3)

Answers (1)

Martin Dráb 232,850 Most Valuable Professional on at

Like (0)

Report

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

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).
Oscar 45 on at

Like (0)

Report

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

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.
Verified answer

Martin Dráb 232,850 Most Valuable Professional on at

Like (1)

Report

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

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.