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Gracia Surialim

Priyasri Subramaniam (Unlicensed)

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

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Expand
titleEdit Item Matrix Categories

Menu Path: Inventory > Item Categories > Matrix Category Maintenance

For Example:

  • Sort Code, Code, Name, Description

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Record the details of Created Task
Expand
titleRecord Backdated and Future Dated Journal TransactionEdit User
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title

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 or scheduler to the audit report

Control Panel > System Admin > Manage Users > User Listing > Edit User

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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

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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

Expand
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


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 > Developer > Plugins > Task Scheduler > Create Task

1.Creating a Task:

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

Image Removed

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

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

Image Removed

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 Reportsystem 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 ReportBelow 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 : General Sales Order Listing
  • 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 ReportBesides Create Task, Add, Edit and Delete Task will also be sales order listing detail that has been 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

...

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

Image Added


Expand
titleClosed Purchase OrderCC-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

  • 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 CC-07
  • 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

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
  • user which user generate the report, which branch and what date range


General Sales Order Listing Detail
Expand
titleMerge Customer AccountStock Availability
Expand
title

Menu Path: Control Panel > system Admin > Manage User > Audit Trail ReportBelow shows the main interface that can be monitored by the userTrail 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 Removed

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 Removed

7. Record the details of the user who generate report

  •  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 ReportBelow shows the main interface that can be monitored by the userAudit 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  Stock Transfer Details Listing
  • Click Submit upon completing the fields

Image Removed

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

Image Added

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


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