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ID169 - Item Change Audit Overview & Sample

Shows changes made to critical fields on Item Records as well as new Item Records created 

Jump to Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts 

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Overview

Overview

Shows changes made to critical fields on Item Record as well as when new Item Record created. Critical item components: 

Item Number, Description, Category, Serialized, Inventory Code, ExpenseCode, SalesCode, ServiceCode, Yield, EquipmentCode, Taxable, Cost', DefaultPrice, Active, UseBaseOutCost, BaseOutCost, OutCostGroup, Default Vendor, E-InfoEnabled, Returnable, Make, Model, ItemUsageLimitType 

Run Schedule: Daily AM

Type of Output: Email

 

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Sample

Sample

Groups by Inventory Code

Sample New Item Record:

ID169New.PNG

Sample Item Record Changes:

ID169Changed.PNG

 

 

 

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Variables

Variables

ID169Variables.PNG

Variable W: Enter Item Category Code(s) to be monitored (separate by comma)

OR

Variable X: Enter 'All' to monitor all Item Categories

**Note: if you leave both VariableW and VariableX blank you will get no results

(VariableW and VariableX only used in versions 20120411 or greater) 

Category Codes can be found via Tools / Lists & Codes / Item Categories:

ID169CategoryCode.PNG

 

 

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Alert Functionality

Alert Functionality

-If no changes made, alert will still send email and attached PDF will be blank (due to limitation within Crystal Reports

 

 

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Best Practices & Tips

Best Practices & Tips

 

-Please note we are limited by eAuto's record of last updater. The last update field is strictly the last person to click ok on the record and not necessarily the person who made the changes. So if the record was created \ changed at noon today by User A, but User B opened that record and clicked ok when exiting it at 12:15, it will show as though User B made the creation \ changes to the record. Click here to see how last updater is determined. Best Practice is for users to hit Cancel, not OK when no changes made to a record.

 

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Related Alerts

Related Alerts

ID174 - Contract Change Audit

ID325 - Customer Change Audit

ID611 - Equipment Change Audit

 

 

 

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