Need to be able to track for a sales order and the invoicing of a sales order any adds, changes, deletions of fields in the order/invoice.
by: Brad B. | over a year ago | Sales & Distribution
Planned
48
Sales Order Audit Trail
by: Brad B. | over a year ago | Sales & Distribution
Comments
There should be a field in the AR_InvoiceHistoryDetail table that cross references to the SO_SalesOrderHistoryDetail line key (or Detail Seq #) so one can create a report linking order qty to all the qty's in invoice history that pertain to that line.
The same kind of criteria should exist in PO as well
While it would create a large database of information, it would be very useful to be able to see if someone changed the credit hold on an order or an invoice.
in Sales Orders, you can see the last person who changed something. However, once an order is invoiced it only shows the last person which is usually the person who did the invoicing. This is the 1st company that did have an audit trail for everything that is changed in the system and by who. This is helpful to see who is change thing incorrectly and make adjustments their process so they don't continue to make the same mistakes.
Especially when the change is made between the entering process and the shipping process, and the order gets changed. Then the customer's order is incorrect.
There are many ways this system could be more user friendly, but this is the suggestion I have for now.
This is planned for the 2025 Release, scheduled for April 2025.