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Customer/Vendor change name procedure

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Posted on by Community Member Microsoft Employee

Dear GP community,
we want to change the Vendor description.
We want to see the history under the old name and going forward under the new name.
I think field ORMSTRNM is doing exactly this.
But when I go to vendor card, I don't see the old name.
If there any way to see on this card the history of changing names?
The same question for Customer.

Thanks
Larisa

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L Vail 65,271 on at

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RE: Customer/Vendor change name procedure

Out of the box, there is no audit trail to the PSTL tools. So, no, I do not think you can get any history on the Vendor or Customer Card. You may be able to capture the data by turning on Activity Tracking, but I don't think even that will capture PSTL activity. I think you'd probably need to create your own table and use SQL triggers to capture the change. You can also use the Great Plains Power Tools app to create your own trigger.

Kind regards,

Leslie