Versions Compared

Version Old Version 45 New Version Current
Changes made by

Gracia Surialim

Priyasri Subramaniam (Unlicensed)

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
title4. Direct Receiving Stock (GRN)

1. Direct Receiving Stock Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Direct Receiving Stock

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Direct Receiving Stock (GRN)

Keyword: Backdated GRN

2. Direct Receiving Stock Future-Dated Transaction

The audit trail report will show the Backdated Future dated Transaction of Direct Receiving Stock

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Direct Receiving Stock (GRN)

Keyword: Futuredated GRN


...

Expand
title5. Purchase Return

1. Purchase Return Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Purchase Return

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Purchase Return

Keyword: Backdated Purchase Return

2. Purchase Return Future-Dated Transaction

The audit trail report will show the Backdated Future dated Transaction of Purchase Return

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Purchase Return

Keyword: Future dated Purchase Return

...

Expand
title6. Receipt Voucher

1. Receipt Voucher Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Receipt Voucher

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Receipt Voucher

Keyword: Backdated Receipt Voucher

2. Receipt Voucher Future-Dated Transaction

The audit trail report will show the Backdated Future dated Transaction of Receipt Voucher

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Receipt Voucher

Keyword: Future dated Receipt Voucher

...

Expand
title7. Customer Consignment


Expand
title7.1 Create Customer Consignment Create

1. Create Customer Consignment Create Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Create Customer Consingment Create

Today Date:  

Back Dated to: 16  

Audit Trail Report show the Backdated Transaction of

Create 

Customer Consignment Create

Keyword: Backdated Customer CSG Out

2. Customer 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 Customer Consignment Create

Keyword: Future dated Customer CSG Out

Image Added



Expand
title7.2 Customer Consignment Return

1. Customer Consignment Return Back-Dated Transaction

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

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of

Create Customer Consignment

Customer Consignment Return

Keyword: Backdated Customer CSG In

Image Added

2. Customer Consignment Return Future-Dated Transaction

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

Today Date:  

Future Dated to:  

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

Keyword: Future dated Customer CSG In

Image Added


Expand
title7.3 Customer Consignment Billing

1. Customer Consignment Billing Back-Dated Transaction

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

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Customer Consignment Billing

Keyword: Backdated Customer CSG Billing 

Image Added


2. Customer Consignment Billing Future-Dated Transaction

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

Today Date:  

Future Dated to:  

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

Keyword: Future dated Customer CSG Billing

Image Added



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

Image Added

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

Image Added


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

Image Added

2. Supplier Consignment Return Future dated Customer CSG Out

Image Removed

...

-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

Image Added


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

Image Added


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

Image Added




Expand
title9. Purchase Return by GRN

1.Purchase Return by GRN Back-Dated Transaction

The audit trail report will show the Backdated Transaction of PR by GRN

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Purchase Return by GRN

Keyword: Backdated Purchase Return

Image Added


2. Purchase Return by GRN Future-Dated Transaction

The audit trail report will show the Future dated Transaction of PR by GRN

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Purchase Return by GRN

Keyword: Future dated Purchase Return

Image Added


3. Audit Trail in Edit Functions

Expand
titleEdit Item

Menu Path: Inventory > Item > Edit Item

1.OnIn Edit Item, select an item code. Changes to any or all of itits's categories selection will affect and tracked by be captured and recorded in the Audit Trail Report.

  • User may commit changes at the item's category and view the changes or activities on Audit Trail Report simultaneously.
Image Removed
  • 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

Image Added

  • Change on Serialized Options

Image Added

  • Change on Output Tax Code 

Image Added

  • Change on List Price

Image Added



Expand
titleEdit Invoice

Menu Path: Trading > Sales > Edit Cashsale/Invoice

Image Added

For Example:

  • Change on Salesman

Image Added 

  • PO Rerefence No

Image Added


Expand
titleEdit Company

Menu Path: Control Panel > Developer > Organization Structure > Company > Edit Company

Image Added

For Example:

  • Company Code

Image Added

  • Company Name

Image Added

  • Company Description

Image Added

  • Company Full Name

Image Added

  • Company Currency

Image Added

  • Company Status

Image Added

  • Company Registration Number

Image Added

  • Company Tax Registration Number

Image Added

  • Integration Ref. 1

Image Added

  • Integration Ref. 2

Image Added

  • Integration Ref. 3

Image Added


Expand
titleEdit Item Matrix Categories
  • User may navigate to Control Panel >System admin> Manage Users > Audit Trail Report

    • Image Removed

    • Select the fields; user, branch, date, and type, user will be able to see results such as the image below.
    • The image below highlights the changes made to the item.

    Image RemovedMenu Path: Inventory > Item Categories > Matrix Category Maintenance

    Image Added

    For Example:

    • Sort Code, Code, Name, Description

    Image Added


    Expand
    titleEdit User

    Menu Path: Control Panel > System Admin > Manage Users > User Listing > Edit User

    Image Added

    For Example:

    • First Name, Last Name, Role and Default Branch

    Image Added

    • Address 1, Email 1, User ID Reference 1 and User ID Reference 2

    Image Added


    Expand
    titleEdit Branch

    Menu Path: Control Panel > Developer > Branch Maintenance > Edit Branch

    Image Added

    For Example:

    • Branch Ref 1, Branch Ref 2, and Branch Ref 3

    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 or scheduler 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

    ...

    do any transactions

    Trace the user who closed the purchase order.
    Expand
    titleRecord the details of Created Task
    Closed 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


    Expand
    titleMerge Customer Account

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

    • 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 : Merged
    • Click Submit upon completing the fields

    Image Added

    Report will be displayed upon clicking on Submit button.

    • The image shows the details of merge customer account that has been tracked by the Audit Trail Report
    • It will show date and the time along with the user account to display which user has merged the customer account

    Image Added



    Expand
    titleUpload GRN

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

    Image Added

    • 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 : Upload GRN
    • Click Submit upon completing the fields

    Image Added

    • It shows date and the time along with the user account and document number 


    7. Record the details of the user who generate report

    Expand
    titleGeneral Sales Order Listing Detail

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

    • 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 : General Sales Order Listing
    • Click Submit upon completing the fields

    Image Added

    Report will be displayed upon clicking on Submit button.

    • The image shows the details of sales order listing detail that has been tracked by the Audit Trail Report
    • Audit Trail Report tracked the user which user generate the report, which branch, which item and what date range

    Image Added


    Expand
    titleCC-07 Historical Transaction Aging

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

    • 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 : CC-07
    • Click Submit upon completing the fields

    Image Added

    • Audit Trail Report tracked the user which user generate the report, which branch and what date range


    Expand
    titleStock Availability

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

    • 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 : Stock Availability Report
    • Click Submit upon completing the fields

    Image Added

    • Audit Trail Report tracked the user which user generate the report, which location, item code and the generation time


    Expand
    titleInternal Transfer Detail Listing

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

    • 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 : Stock Transfer Details Listing
    • Click Submit upon completing the fields

    Image Added

    • Audit Trail Report tracked the user which user generate the report, from and to branch, the date range and state filter


    Related WIKI Pages:
    Panel

    Search Results
    spacekeyWMS
    maxLimit5
    queryAudit Trail
    typepage

    ...