Skip to main content

Notifications

Microsoft Dynamics NAV forum
Answered

How can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018?

Posted on by 4,207

Hi

May I ask how can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018 without using Sales Order code or Purchase Order code

Thank you

  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 6,562 on at
    RE: How can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018?

    If it would have been a Posted transaction then you can figure out who did the posting but in this case you need to go ahead with a very small customization.

    Make a new field in in Sales Header Table lets say - "Created By"

    OnInsert Trigger  write - "Created By" := USERID;

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: How can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018?

    Visual guide: https://youtu.be/oswdZ6qxc7Q

    MS guide: docs.microsoft.com/.../subscribing-to-events

    You will need to add a field to the table first. Add it to the page but make it not editable

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,207 on at
    RE: How can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018?

    Hi Josh,

    May I ask if you have a visual documentation or screenshots documentation, how I can be guided to do this?

    "OnInsert trigger will need to populate the new field. Could be done using an event subscriber to minimise the impact on the base code."

    Thank you so much!

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: How can I see who created the sales order or Purchase orders in the Sales Order list/ Purchase Order List in Navision 2018?

    Directly no. It’s generally a modification. Simple enough to do. OnInsert trigger will need to populate the new field. Could be done using an event subscriber to minimise the impact on the base code.

    You could explore doing it in an indirect way. On the user setup you can set a salesperson/purchaser code. Create one for each user who logs orders. When that field is blank on a customer/vendor it will pick it up from the user setup. Of course it remains an editable field but it could be a work around

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans