Forum Discussion

IfYouSeekAmy's avatar
IfYouSeekAmy
Contributing User
6 years ago
Solved

Who created a Purchase Order

Is there a way to track who created a purchase order on MYOB Accountright?
  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi IfYouSeekAmy 

     

    A transaction that is at the order stage* will not affect any accounts. As it doesn't affect any accounts no transaction journal entry is created and thus would not appear in the Journal Security Audit report.

     

    The system will only track that transaction when it is converted into a Bill. At which point the accounts are affected and thus you use the Journal Security Audit report (and others) to identify who created that Bill (wouldn't be able to see who created the original order).

     

    *Order stage being when you look at the sale/purchase within the Enter Sales/Enter Purchase window it is yellow in colour

IfYouSeekAmy's avatar
IfYouSeekAmy
Contributing User
6 years ago

Which report is this please? I cant find that in any of the reports Im looking at right now

AlanT's avatar
AlanT
Ultimate Partner
6 years ago

Hi IfYouSeekAmy 

 

There is a Session Security Audit report which includes both the date that a transaction was created as well as the user.  This canbe used for any transaction.

 

You will the date of the transaction as well as a range of dates that you believe the transaction was created.

 

For example, if you open the sample file for 2019.4 Plus, there is a sale on the 14th August 2019.  To find all the details about this sale, I selected the session date range from 1/1/2016 to today and the Transaction date range from 14/8/2019 to 14/8/2019.

 

The result showed that the user was Administrator abd the date the transaction was created was 17/6/2019.

 

Hope this helps you.

 

AlanT

  • IfYouSeekAmy's avatar
    IfYouSeekAmy
    Contributing User
    6 years ago

    Hi Alan

     

    Thanks for the reply. Yes i did have a look at that session security audit as well as the journal security audit, but unfortunately it doesnt show who created the purchase orders. I just want to clarify that this purchase order never got an invoice, which actually turned out to be all right because the work was actually for another company that we are affiliated with but that order should never have been raised. Someone trying to just match the invoice to get it paid off. So its still an open order to date, created right back in August last year. Perhaps that is why I cant find the User ID? because it is only still an order right now

     

    Luisa

    • Steven_M's avatar
      Steven_M
      Former Staff
      6 years ago

      Hi IfYouSeekAmy 

       

      A transaction that is at the order stage* will not affect any accounts. As it doesn't affect any accounts no transaction journal entry is created and thus would not appear in the Journal Security Audit report.

       

      The system will only track that transaction when it is converted into a Bill. At which point the accounts are affected and thus you use the Journal Security Audit report (and others) to identify who created that Bill (wouldn't be able to see who created the original order).

       

      *Order stage being when you look at the sale/purchase within the Enter Sales/Enter Purchase window it is yellow in colour

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