Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Jim Harris]

How are folks tracking changes to EFT info on vendors?  I plan to contact Rockton and FastPath about their audit tools.  Should I look at anyone else?  Thanks in advance.

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Jim Harris
Director of Information Systems
ExamWorks, Inc.
Atlanta GA
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[Matthew Arp]

We use a basic UPDATE/INSERT trigger on the table to log changes, keeps it pretty simple.

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Matthew Arp
Business Systems Developer
Hunton Group
Houston TX
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[Jim Harris]

Does your trigger capture the user id as well?  Would you be willing to share the statement?  Thanks.

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Jim Harris
Director of Information Systems
ExamWorks, Inc.
Atlanta GA
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[Greg Wahl]

We use a product called U-LINC which is owned by Cogsdale which is an elaborate product that puts a SQL trigger on whatever table you want to monitor.  For example, we have it setup to put the vendor on hold with any vendor changes like changing the address, eft info, etc…  It then sends an email to someone to notify them of the change.  They then take the vendor off hold if they approve of the changes.

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Greg Wahl
IT Applications Supervisor
Owensboro Municipal Utilities
Owensboro KY
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[David Musgrave]

Hi

You already own GP Power Tools including the Developer Tools module. You can use a custom trigger to track any changes to any fields and even send an email with the details.

https://winthropdc.wordpress.com/2017/11/09/gppt-using-gp-power-tools-to-track-specific-changes/

This approach would not cost you anything, as you already have the software needed.

I would be willing to help with tweaking the example code for you.

Regards

David
?

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David Musgrave MVP, GPUG All-Star

Managing Director
Winthrop Development Consultants

Perth, Western Australia

http://www.winthropdc.com
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