Skip to main content

Notifications

Small and medium business | Business Central, N...
Answered

User ID tracing for transaction in BC

Posted on by 20

Hello BC user,

Does anyone knows to set up user ID tracing? how can we see the person / User ID for transaction in BC. 

For example when posting PO, it shows a Purchase receipt, how in our configuration it does not show who (person / user ID ) did the posting.

Thank you.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,171 Super User 2024 Season 2 on at
    RE: User ID tracing for transaction in BC

    Hi, just adding some info, hope this helps as well.

    Data audit fields:

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-table-system-fields#audit

    User Security Id (SID) and User Id (Name):

    https://yzhums.com/25881/

    Thanks.

    ZHU

  • Suggested answer
    Santiago Velasco Profile Picture
    Santiago Velasco 20 on at
    RE: User ID tracing for transaction in BC

    This is very helpful and use for future actions.

  • Santiago Velasco Profile Picture
    Santiago Velasco 20 on at
    RE: User ID tracing for transaction in BC

    Thank you Valentin. This has help a lot.

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: User ID tracing for transaction in BC

    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

  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,651 Super User 2024 Season 2 on at
    RE: User ID tracing for transaction in BC

    If you open the Page Inspection Pane (keyboard shortcut Ctrl+Alt+F1 learn.microsoft.com/.../across-inspect-page) you will have two fields you can use:

    • User ID
    • SystemCreatedBy

    pastedimage1678812523056v1.png

    However, the SystemCreatedBy isn't available to be added to the page out of the box, you will have to get a developer to do it. The User ID is available but its typically for Ledger Entries pages and not on documents such as a posted purchase receipt.  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,993 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans