Sage X3 provide us a function where we can keep the tracking of the changes done in header and detail level of the purchase order. This function is known as revision management in sage X3. If a user does any kind of modification in header level or line level of purchase order we will be able to see what field is been modified and how many times the purchase order is been modified. Once the revision management is on we are able to see the revision field at the header level which holds the count of modification done to that particular purchase order. Thus the revision management helps users to save their time in finding what modification is done to the purchase order. The modified field appears in red color normally and it is also possible to print a report for the change records.
To use revision management in purchase order we will have to turn it on by changing a parameter value named ‘PURREV’.
Navigate: SETUP -> GENERAL PARAMETER -> PARAMETER -> ACH -> ORD
Set the PURREV parameter to ‘Managed on demand’ or ‘Managed automatically.
When the PURREV parameter is set to “Managed on demand”, the user will receive a message asking to confirm the changes. As shown in below figure.
When the PURREV parameter is set to “Managed automatically”, the revision will generate automatically when the order is modified.
As discussed before once we turn on the parameter for revision management we get a field in header level of purchase order which holds the count of modification done for that order, which keep increasing by 1 each time the order is modified. Refer the below figure.
If the purchase order has signature workflow on, the revision management turns on only if the order is completely signed and if the order is not managed for signature workflow then the order must be printed before revision.
In the below example we have kept the PURREV parameter to “Managed automatically” and we have a signature workflow on for purchase order.
We have created an order and then signed the order completely. As the signature is completely signed and order is modified, the revision management button gets enabled. After this if we try to modify the header level the ‘revision no.’ field will get increased by 1 and we can check the modified order by clicking on ‘revision management’ button. If we would keep the parameter on “Managed on demand” then we would face the pop-up to confirm and if we hit on yes then only we can check the revision.
And as discussed above, the field which is modified in an order appears in red color in revision management. This indicates users that the field is modified in the particular revision number.
Hence, if we need to keep a track on changes done by users in purchase order we can enable the revision management parameter and follow the above steps.
