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[Oliver Leslie]

Good morning – 

When tracking changes to posting transactions in NAV, is there a ‘best practice’ for what most accurately defines the transaction – for example, if I want to track purchase receipts – does it make more sense to trigger all changes to the ‘Quantity Received’ field on the Purchase Line(39), or instead look for records inserted in the Purch. Rcpt. Header(120)/Purch. Rcpt. Line (121)? Is one way preferred over the other? 

The reason I ask is I have occasionally seen occurrences where the order of transactions during a final receive/invoice/close operation of a PO causes the change of Quantity Received not to be captured before the purchase line is deleted as part of the close operation. This is making me think the more accurate data to capture would be the creation of new purchase receipts, as this always happens regardless of the state of the PO?

I am using Fastpath to track changes in NAV 2013 R2, but the same question could be applied to using the Change Log or any other tracking tool in NAV. 

Thanks for any advice! 

Olly

#ControlsandCompliance #Finance #NAV2013R2????

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Oliver Leslie
HOLLY HUNT Enterprises
Chicago IL
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[Eduardo Diaz]

Hi Olly,

Standard NAV doesn’t let you make changes to the “Purch. Rcpt. Line” so my suggestion is to track changes at the “Purchase Line” table. This will help you answer the typical 5 “W” questions. Best practice is to enable only the fields that are important to your business. Enabling all fields will create too many transactions which can compromise performance. Here is a screenshot of my Change Log Setup.

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Eduardo Diaz
IT Director
Minequip Corp.
Miami FL
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