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Who Did it -- Created a Purchase Order

  • 1.  Who Did it -- Created a Purchase Order

    GOLD CONTRIBUTOR
    Posted 8 days ago
    If approvals are not turned on and no enhancement, there is not a way to see who created a purchase order in default NAV (2015), right?
    No value entries?
    No vendor ledger entries?
    on release no entry tied to a end-user, right?

    Or is there?

    I say a post for NAV 2013 and it seemed to indicated that with out an enhancement, no out of the box feature for Purchase Orders or Sales Orders.

    Any input on this?

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    Ronald McVicar, IT Software Mgr
    NSP (Quality Meats)
    nspproteins.com
    ------------------------------


  • 2.  RE: Who Did it -- Created a Purchase Order

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hello Ronald,

    We're on NAV2013R2 and I see a field called Created By that contaiins the USER ID for the person who entered the purchase order:
    The fiels is in Table 38 - Purchase Header, but is not on the page.

     ​​PO Header

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
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    Orlando, FL - October 15-18, 2019
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  • 3.  RE: Who Did it -- Created a Purchase Order

    GOLD CONTRIBUTOR
    Posted 8 days ago
      |   view attached
    Lewis,
    that field in not on our Purchase Order (Header or Table 38) for NAV 2015.
    I also went in to the Designer and nope no Created By field for the Purchase Table.  Must have been take out for NAV 2015.  Interesting

    ------------------------------
    Ronald McVicar, IT Software Mgr
    NSP (Quality Meats)
    nspproteins.com
    ------------------------------

    Attachment(s)

    xlsx
    Book1.xlsx   18K 1 version


  • 4.  RE: Who Did it -- Created a Purchase Order

    TOP CONTRIBUTOR
    Posted 8 days ago
    I don't see the field in my NAV 2018 playground either.  In our production system there are a few fields all in the 70000 number range that are related to manufacturing, so I guess they are either only there for manufacturing or they may be part of Lanhams's DP add-on.​

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------



  • 5.  RE: Who Did it -- Created a Purchase Order

    TOP CONTRIBUTOR
    Posted 8 days ago
    Yep, you'll see that's a 70XXX field, and since it is between 50,000 and 99,999 it is a custom field.

    If you want to see who is creating and updating records, just turn on the change log for that table: https://www.archerpoint.com/blog/Posts/change-logs-and-microsoft-dynamics-nav-2016

    It won't be a field on the header / lines that you can see or filter on, but you can drill into the update history.

    ------------------------------
    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
    ------------------------------



  • 6.  RE: Who Did it -- Created a Purchase Order

    TOP CONTRIBUTOR
    Posted 7 days ago
    Ron, the  user id is on value entries and vendor ledger entries (at least in 2018). I know user id on value entries has been around for several versions. I guess​ the lack of a created by user id on purchase orders and sales orders is Microsoft's way of giving developers work....I've seen it added at least 75% of my clients.

    ------------------------------
    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
    ------------------------------



  • 7.  RE: Who Did it -- Created a Purchase Order

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Ronald,
    Matt's recommendation about Change Log seems to be your best bet to avoid a modification. I have seen this function work successfully on Vendor-related information and it is quite sophisticated.

    In Business Central, on the PO page, you also have the Field called "Assigned User ID" that can be used for the purpose.

    Another option is Notes, but this is a less likely solution for the purpose.
    Kind regards,

    ------------------------------
    Iaroslav
    ------------------------------



  • 8.  RE: Who Did it -- Created a Purchase Order

    TOP CONTRIBUTOR
    Posted 7 days ago
    Edited by Geovanny Fuentes 7 days ago

    I agree with Iaroslav , no matter which version you are in, activate the change log with a few fields that are important.
    For now the posting which may hit the G/L Entries you can go there to see who posted the Invoice (Help About This Page) and look for the USER ID (27).

    Good luck.



    ------------------------------
    Geovanny Fuentes
    San Diego CA
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  • 9.  RE: Who Did it -- Created a Purchase Order

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Thank you everyone.  LibertyGrove helped me confirm my choices.
    Change Log and getting an enhancement for the User ID automatically added to a Created by Field for a Purchase Order.  Else we have other options for Purchase Invoice on posting, etc.

    ------------------------------
    Ronald McVicar, IT Software Mgr
    NSP (Quality Meats)
    nspproteins.com
    ------------------------------



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