Forum Discussion

IfYouSeekAmy's avatar
IfYouSeekAmy
Contributing User
5 years ago

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
    5 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

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
5 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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.