Auditing Tables in Sage ERP X3

By | April 18, 2013

Sage ERP X3 has come up with an interesting feature through which users can now easily Monitor or Audit any changes in X3 Table. For example, if the user wants to Audit new additions into BP Customer table between a selected date ranges then they just have to activate the Audit conditions in the Customer Table.

Also Read:  Auditing Fields in Sage ERP X3

Below is the procedure to activate the Audit table feature for any Sage X3 table.

  1. Navigate via Development->Data and Parameters->Tables->Tables and select the Table on which auditing has to be done.
  2. Go to “Audit” tab and select the “Type of Audit” as according to your Auditing need, i.e. In case the user wants to audit table whenever a new entry is made in the Table then “Creation” has to be selected; If audit needed for any change in Table entry then select “Modification” and if while Deleting any entry then “Deletion” has to be selected.
  3. In order to monitor any Workflow execution associated with the Table, the Workflow checkbox has to be checked.
  4. In order to monitor the Table through its Index then the Index Key has to be selected under the Tracking Key section.
    Below is the screenshot of the Audit tab under Table Maintenance screen
  5. After making changes in the Table to adapt Auditing, any of the changes made in the table would be reflected in the Audit Table screen whenever the Auditing criterion is met. “Audit Table” screen can be opened via Navigating Usage->Audit->Tables where you can select the criteria for check the Audited entries i.e. Data range or/and Table, etc.
    Below is the screenshot of the Audit Table screen
    “ATABLE” is the table to maintain Audited entries in Sage X3.

Please Note few points,

  • To avail the feature of auditing in your Sage ERP X3, the “AUDIT” activity code has to be made Active.
  • In order to audit Workflow, the “Trigger tracking” checkbox has to be checked under Workflow Rules.

Hope this post is useful!

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