Using the Audit to Investigate User Changes

This video provides a step-by-step guide on how to use the audit feature to track changes in transactions across the system. Key topics covered include:

• Accessing the Audit Feature – Learn how to open the audit log on sales orders and other system-wide records (items, customers, locations, pricing, etc.).
• Understanding Audit Records – Changes are listed in chronological order, showing the timestamp, user, and API source of each modification.
• Searching for Specific Changes – Use the built-in search or browser search (Ctrl + F ) to find details on a particular field or transaction.
• Identifying Change Sources – Audit records indicate whether a change was manual, API-driven, or triggered by related actions (e.g., purchase order receipts, inventory allocations).
• Interpreting Before-and-After Values – See how fields evolved over time, helping to track pricing adjustments, inventory updates, and other key modifications.
• Linked Records Awareness – Understand the connection between sales orders and related records like purchase orders, and how changes in one affect the other.

By leveraging these audit tools, users can efficiently track modifications, identify responsible users, and gain deeper insights into system-wide updates.