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

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Posted on by joshtechsolutions

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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

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RockwithNav 6,562 on at

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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;
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JAngle 33,159 on at

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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 4,376 on at

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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!
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JAngle 33,159 on at

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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