Auditing Fields in Sage ERP X3

By | April 18, 2013

This is in continuation of our last post Auditing Tables in Sage ERP X3. In addition to Auditing the changes in X3 Tables, you can now easily audit specific fields of any Table. For example, if the user wants to Audit the entries in Customer screen whose ABC Class has been modified to “Class A” then the user has to just activate the Audit conditions in the Customer Table and choose the Class Field condition for Audit.

Below is the procedure to enter the Audit condition specific to any Field of a 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 the “Audit” tab and select the header selections i.e. “Type of Audit”, “Functions” and “Tracking Key” as according to your Auditing need.
  3. The “Fields audited” is the section where the audit condition for fields is selected.
    Below is the screenshot which shows the “Fields Audited” section along with the condition for “ABC Class” which set to “= Class A”.
  4. Considering the above condition, whenever the ABC Class of any customer is changed to “Class A”, the customer would be saved in Auditing table (ATABLE).
  5. To view all the Audited Field entries, please navigate via Usage->Audit->Fields and select the selection criteria in the Header viz. Date Period and/or table, etc.
  6. Please refer the below screenshot displaying the selected Audit field records based on above condition on BPCUSTOMER table.

Note – To avail the feature of auditing in your Sage ERP X3, the “AUDIT” activity code has to be made Active.

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