Versions Compared

Version Old Version 51 New Version 52
Changes made by

Gracia Surialim

Gracia Surialim

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Menu Path: Control Panel >System admin> Manage Users > Audit Trail Report

...

Expand
title8. Supplier Consignment


Expand
title8.1 Supplier Consignment Create

1. Supplier Consignment Create Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Supplier Consignment Create

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Supplier Consignment Create

Keyword: Backdated Supplier CSG In

2. Supplier Consignment Create Future-Dated Transaction

The audit trail report will show the Future dated Transaction of Customer Consignment Create

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Supplier Consignment Create

Keyword: Future dated Supplier CSG In


Expand
title8.2 Supplier Consignment Return

1. Supplier Consignment Return Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Supplier Consingment Return

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Supplier Consignment Return

Keyword: Backdated Supplier CSG Out

2. Supplier Consignment Return Future-Dated Transaction

The audit trail report will show the Future dated Transaction of Supplier Consignment Return

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Supplier Consignment Return

Keyword: Future dated Supplier CSG Out


Expand
title8.3 Supplier Consignment Billing

1. Supplier Consignment Billing Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Supplier Consignment Billing

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Supplier Consignment Billing

Keyword: Backdated Supplier CSG Conversion


2. Supplier Consignment Billing Future-Dated Transaction

The audit trail report will show the Future dated Transaction of Supplier Consignment Billing

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Supplier Consignment Billing

Keyword: Future dated Supplier CSG Conversion




3. Audit Trail in Edit

...

Transactions

Expand
titleEdit Item

Menu Path: Inventory > Item > Edit Item

1.On Edit Item, select an item code. Changes to any or all of its's selection will affect and tracked by the Audit Trail Report.

  • User may commit changes at the item's category and view the changes or activities on Audit Trail Report simultaneously.
  • The following image displays the Audit Trail Report that user will have to refer to view those changes executed at the Edit Item function page.

For Example:

  • Change on Item Category

  • Change on Serialized Options

  • Change on Output Tax Code 

  • Change on List Price



Expand
titleEdit Invoice

Menu Path: Trading > Sales > Edit Cashsale/Invoice

Image Added

For Example:

  • Change on Salesman

Image Added 

  • PO Rerefence No

Image Added


4. Record of Backdated / Future dated for Journal Transaction on Audit Trail Report

Expand
titleRecord Backdated and Future Dated Journal Transaction

Menu Path: Accounting > Journal and Ledger > Add Jtxn

1.Creating a Backdated journal transaction:

The date is set as in backdated, example:

Current Date: 24 / 03 / 2017

Back dated: 14 / 03 / 2017

  • Choose the respective values for the fields shown as per the image below, and click save detail before clicking on Add GL Code.
  • Click on Confirm and Save button after creating the Journal Transaction.


2.Creating a Future dated journal transaction:

The date is set as in future dated, example:

Current Date: 24 / 03 / 2017

Future dated: 01 / 04 / 2017

  • Choose the respective values for the fields shown as per the image below, and click save detail before clicking on Add GL Code.
  • Click on Confirm and Save button after creating the Journal Transaction.


  • The Audit Trail Report allows to search for both record backdated and future dated transaction:
  • Select the date range.
  • At the Keyword field, type in backdated journal transaction or future dated journal transaction and click on the Submit button.

5. Record the details of the created task to the audit report

Expand
titleRecord the details of Created Task

Menu Path: Control Panel > Developer > Plugins > Task Scheduler > Create Task


1.Creating a Task:

Below image shows the main interface for Task Scheduler Function on EMP.


Once all the fields are filled, click on Create Task.

Note: All fields are compulsory to fill in EXCEPT for the Description.


Below message will be displayed upon successfully created the Task.


The ERROR MESSAGE below will be shown or pop up if the task is already existed or created task has been attempted to be created once again


2. Check the recorded details of created task on Audit Trail Report

Menu Path: Control Panel > system Admin > Manage User > Audit Trail Report


Below shows the main interface that can be monitored by the user

  • All fields has to be filled in appropriately with correct value.
  • The report can be generated either by selecting the User tick Option / Branch tick Option
  • Click Submit upon completing the fields


Report will be displayed upon clicking on Submit button.

  • The image shows the details of created task that has been tracked by the Audit Trail Report
  • Besides Create Task, Add, Edit and Delete Task will also be tracked by the Audit Trail Report.
  • It will show the remarks, date and the time along with the user account to display which user has created the task

6. Record the details of the user who closed the purchase order.

Expand
titleRecord the details of Created Task

Trace the user who closed the purchase order.

Menu Path: Control Panel > system Admin > Manage User > Audit Trail Report

Below shows the main interface that can be monitored by the user

  • All fields has to be filled in appropriately with correct value.
  • The report can be generated either by selecting the User tick Option / Branch tick Option
  • Keyword : Closed the Purchase Order
  • Click Submit upon completing the fields


Report will be displayed upon clicking on Submit button.

  • The image shows the details of purchase order that has been tracked by the Audit Trail Report
  • Audit Trail Report tracked the user who Create, Approve and Close the purchase order.
  • It will show the remarks, date and the time along with the user account to display which user has created the task

Related WIKI Pages:
Panel

Search Results
spacekeyWMS
maxLimit5
queryAudit Trail
typepage

...