M9-SO-1010 SO Data Entry Tracking by User ID

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Contents

Synopsis

This Extended Solution adds a pop up window to Sales Order Data Entry and Sales Order Quote History Inquiry that contains the names of the users who created or last modified the sales order, or converted a quote to a standard order as well as the date and time of each action.

From Sales Order Quote History Inquiry a fourth line is displayed showing the name of the user who deleted the Sales Order and the date and time it was deleted. These fields are ‘display only’ and cannot be accessed by the user.

Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Extended Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Extended Solution.

Setup

Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.

SO-1010 Setup Options
Figure 1


If the standard Sales Order Setup questions ‘Retain Sales Order/Quote History’ and ‘Retain Deleted Orders/Quotes in History’ are answered 'Yes', then this Extended Solution will make a record the ID of the user who performed the deletion as well as the Date it was deleted.

You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.

Operation

Sales Order Entry
A new drop list button has been added to Sales Order Entry (Figure 2). When you select the option ‘Track…’ S/O Data Entry Tracking by User ID will pop up. This screen displays the names of the users who created the sales order, last modified the sales order, or converted a quote to a standard order as well as the date and time of each action (Figure 2a). The names which display are the ones associated with the user key who made the changes. These fields are display only.

SO-1010 Sales Order Entry
Figure 2


SO-1010 SO Data Entry Tracking by User ID
Figure2a


Sales Order Quote History Inquiry
If the Sales Order Setup question: ‘Retain Sales Order/Quote History’, has been checked, then S/O Data Entry Tracking by User ID may also be accessed during Sales Order Quote History Inquiry by selecting ‘Track…’ from the drop list button (Figure 3).

SO-1010 Sales Order Quote History Inquiry
Figure 3


In addition to displaying the tracking information for Created by, Updated by, and Converted by, if the standard Sales Order Setup question: ‘Retain Deleted Orders/Quotes in History’, has been checked, then the Deleted by user name along with date and time will also be displayed.

SO-1010 SO Data Entry Tracking by User ID
Figure 3a


Created by, Updated by, and Converted by user keys are only recorded in the Sales Order History file if the action took place when Sales Order History was enabled. The Deleted by user key is only recorded if you additionally elected to retain Deleted Orders in Quote History.


Crystal Reports and the ODBC Dictionary

The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes.

SO-1010 ODBC Dictionary

Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed.

What’s New

With the 06-02-06 release:

  • Converted to Business Framework
  • Now records the time a User Created, Updated, or Converted an order.
  • Some of the Date/Time/User fields are now available in Standard MAS90
  • Now uses the 10-char user key instead of the 3-char user code.
  • Fields can be added to forms or reports.
  • Tracking information is now viewed by selecting ‘Track…’ via a dropdown list button.


Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.


Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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