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

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title8. Supplier Consignment


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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


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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


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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




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

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  • 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.
  • User may navigate to Control Panel >System admin> Manage Users > Audit Trail Report

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  • 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.

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

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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.

Image Removed

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.

Image Removed

  • 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.

Image Removed

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

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.

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

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

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Below message will be displayed upon successfully created the Task.

Image Removed

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

Image Removed

2. Check the recorded details of created task on Audit Trail Report
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titleRecord the details of Created Task
title

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titleEdit Item

Menu Path: Inventory > Item > Edit Item

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

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9. 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

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titleEdit Item

Menu Path: Inventory > Item > Edit Item

In Edit Item, select an item code. Changes to any or all of its's selection will be captured and recorded in the Audit Trail Report.

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  • 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

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  • Change on Serialized Options

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  • Change on Output Tax Code 

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  • Change on List Price

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titleEdit Invoice

Menu Path: Trading > Sales > Edit Cashsale/Invoice

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For Example:

  • Change on Salesman

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  • PO Rerefence No

Image Added


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titleEdit Company

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

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For Example:

  • Company Code

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  • Company Name

Image Added

  • Company Description

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  • Company Full Name

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  • Company Currency

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  • Company Status

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  • Company Registration Number

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  • Company Tax Registration Number

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  • Integration Ref. 1

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  • Integration Ref. 2

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  • Integration Ref. 3

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titleEdit Item Matrix Categories

Menu Path: Inventory > Item Categories > Matrix Category Maintenance

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For Example:

  • Sort Code, Code, Name, Description

Image Added


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titleEdit User

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

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For Example:

  • First Name, Last Name, Role and Default Branch

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

Image Added


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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.

Image Added


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.

Image Added


  • 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.

Image Added

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.

Image Added


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

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

Image Added


Below message will be displayed upon successfully created the Task.

Image Added


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

Image Added


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

Image Added


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

Image Added

6. Record the details of the user who do any transactions

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titleClosed 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

Image Added

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

Image Added


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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



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titleUpload GRN

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

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  • 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

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


7. Record the details of the user who generate report

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

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

Image Removed

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

Image Removed

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

  • 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


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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

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

Image Removed

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 Stock Transfer Details Listing
  • Click Submit upon completing the fields

Image Added

  • 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
Image Removed
  • which user generate the report, from and to branch, the date range and state filter


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