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Priyasri Subramaniam

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

Panel

This function provides a chronological record or destination along with the source of records as a documentary evidence of the sequence of activities that take effect at any time on a specific operation, procedure, or event that occurs on Enterprise Management Portal (EMP).

This function allows user to generate detailed Audit Trail whereby can filter by users, branches, Dates, types, keywords.

1. Audit Trail main interface and Fields

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titleAudit Trail Main

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Filter Criteria:

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  • User
  • Branch
  • Date Range;
  • Type;

...

  • Keyword


2.

...

Record of Backdated / Future dated

...

of transaction on Audit Trail  Report

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title1.Open Payment Voucher

Below is the example of one of the above.

1. Payment Voucher Backdated Transaction

The audit trail report will show the Backdated Transaction of Open Payment Voucher.

Today Date:  

Back Dated to:  Image Removed

Audit Trail Report show the Backdated Transaction of Open Payment Voucher.

Keyword: Backdated Payment Voucher

2. Payment Voucher

Futured

Future-dated Transaction

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

Today Date:  

Back Future Dated to:  

Audit Trail Report show the Future dated Transaction of Open Payment Voucher

Keyword: Future dated Payment Voucher

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title2. Add JTxn

1. Add Journal (Jtxn) Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Add Journal

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Add Journal

Keyword: Backdated Journal Transaction

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2. Add Journal (Jtxn) Future-Dated Transaction

The audit trail report will show the Future dated Transaction of Add Journal

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Add Journal

Keyword: Backdated Journal Transaction

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title3. Customer Credit Memo

1. Customer Credit Memo Back-Dated Transaction

The audit trail report will show the Backdated Transaction of Customer Credit Memo

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Customer Credit Memo

Keyword: Backdated Customer CM

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2. Customer Credit Memo Future-Dated Transaction

The audit trail report will show the Future dated Transaction of Customer Credit Memo

Today Date:  

Future Dated to:  

Audit Trail Report show the Future-dated Transaction of Customer Credit Memo

Keyword: Backdated Journal Transaction

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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

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2. Direct Receiving Stock Future-Dated Transaction

The audit trail report will show the 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

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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

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2. Purchase Return Future-Dated Transaction

The audit trail report will show the 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

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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

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2. Receipt Voucher Future-Dated Transaction

The audit trail report will show the 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

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title7. Customer Consignment


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title7.1 Customer Consignment Create

1. Customer Consignment Create Back-Dated Transaction

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

Today Date:  

Back Dated to:  

Audit Trail Report show the Backdated Transaction of Customer Consignment Create

Keyword: Backdated Customer CSG Out

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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

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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 Customer Consignment Return

Keyword: Backdated Customer CSG In

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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: 

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Audit Trail Report

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...

 

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

Keyword: Future dated Customer CSG In

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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



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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

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

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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

Image Added

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

Image Added


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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

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




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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

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3. Audit Trail in Edit Functions

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titleEdit Item

1.On Menu Path: Inventory > Item > Edit Item

In Edit Item, select an item code. Changes to any / or all of itits's categories will effect or show changes 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.

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Below image shows the process of selecting an Item once user clicked on "Select Item Code". User may search by also typing the keyword, for instance, "gst".

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Once user has choose their respective Item / Item Code, the user will have to click submit, and below image shows the interface user will be seeing once they click on Submit button. User may try to make any changes on any / all of item's category and see the changes or activities to be reflected on Audit Trail Report simultaneously (Explained further below). For instance, set maximum purchase price to RM 600.00.

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Below are the Audit Trail Report that user will have to check on to see those changes done to "Edit Item" that will be also reflected in here.

User may navigate through Control Panel >System admin> Manage Users > Audit Trail Report

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Once user have choose to select user or branch, date, and type, user will be able to see results such as the image below. This shows any latest activities made on the respective section / system.

For example, image below shows the Item : ZENFONE 6 that was selected under Item Code earlier, and others changes.

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The image below shows the result when user type in a keyword related to the item code they choose earlier, example "gst", and the report generate all the activities associated with the respective item code.

For example, look below, it shows the activities for item code : ZENFONE 6 - GST, and some changes that was done earlier such as Maximum purchase price of RM 600.00.

  • 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

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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

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  • 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

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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

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titleEdit Branch

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

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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

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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.

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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.

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  • 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.

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

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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.

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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  • 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

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


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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

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


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