Audit Viewer

Use Audit Viewer to review a history of changes made in RFMS. It helps you answer questions like:

  • Who updated a record tied to orders, purchasing, job costing, or inventory?
  • When did the change happen?
  • What did it change from and to (Old Value   New Value)?

This report is an audit trail. It does not change data. It only shows what changed.

Where to Find Audit Viewer

Open Audit Viewer from the RFMS menu:

Accounting > Utilities > Audit Viewer

What Audit Viewer Shows

Audit Viewer shows a history of changes made in RFMS. Some changes appear because your company set up auditing in Enterprise Manager (you choose which fields to track). Other changes appear because RFMS records them automatically, even if Enterprise Manager auditing is not configured. Automatic audit records typically come from maintenance or “undo” actions such as unposting, reopening, or running fix/purge routines. Use these records to confirm when a system action occurred and who ran it.

Automatically recorded actions create audit records even if Enterprise Manager auditing is not turned on.

Area Automatically recorded action  What it means
Order Entry Unpost Providers Someone reversed an Order Entry posting related to providers.
Accounting Re-Open Journal A posted journal was reopened so it could be changed and reposted.
Accounting Unpost Commissions Posted commissions were reversed (unposted).
Accounting Unpost Taxes Posted taxes were reversed (unposted).
Accounting Sales Utilities > Fix Routines A fix routine was run to correct or rebuild system data.
Accounting Utilities > Maintenance > Purge Routines A purge routine was run to remove old data based on purge rules.

What Each Audit Record Includes

Each row in Audit Viewer represents one change. Use the columns to understand what changed and where it happened.

Column What it tells you How to use it
Date/Time When the change occurred Match it to when the issue started (example: when a balance changed).
Change Type What kind of update occurred Helps separate edits from system actions (example: maintenance routines).
Origin of Change Who or what made the change Often shows the user or the process that triggered the update.
Record identifier Which record was affected May show an invoice number, roll number, item number, or another key value.
Old Value / New Value What changed Read it as “Old → New” to confirm the before/after value.

  Tip: If Old/New values show single letters or short codes, RFMS may be storing an internal status code. See Common Old/New Value Codes later in this article.

Automatically Recorded Changes

RFMS records some actions automatically, even if Enterprise Manager auditing is not configured. These entries often come from maintenance, fix, purge, or "unpost/reopen" activities.

When you filter in Find Audit Records, use the values below to locate those automatic entries.

Area Action (what you did) Table Field Name KeyField1
Order Entry Unpost Providers Maintenance Un-Post Providers Un-Post Providers
Order Entry Fix Stores Maintenance Fix Stores Fix Stores
Order Entry Item Products Maintenance Maintenance FixItemProducts FixItemProducts
Accounting Re-Open G/L Maintenance Re-Open GL Re-Open GL
Accounting Re-Open Journal Maintenance Re-Open Journal Re-Open Journal
Accounting Purge Journal Maintenance Purge Journal Purge Journal
Accounting Fix NULL Stores Maintenance Fix NULL Store Fix NULL Store
Accounting Un-Install G/L Maintenance UnInstall GL UnInstall GL
Accounting Un-post Commissions Maintenance Un-post Commissions Un-Post Commissions
Accounting Unpost Taxes Maintenance Un-Pay Taxes Un-Pay Taxes
Accounting Fix Order Header Maintenance Fix Header Fix Header
Accounting Fix Order Line Maintenance Fix Line Fix Line
Accounting Fix Receipts Maintenance Fix Receipts Fix Receipts
Accounting Fix Job Cost Maintenance Fix Jobcost Fix Jobcost
Accounting Fix Sales Person Maintenance Fix Sales Person Fix Sales Person
Accounting Fix Sales Budget Maintenance Fix Sales Budget Fix Sales Budget
Accounting Purge Customer Sales Maintenance Sales Purge Sales Purge
Accounting Purge Roll Inventory Maintenance Purge Roll Inv. Purge Roll Inv.
Accounting Purge Accounts Payable Maintenance Purge AP Purge AP
Accounting Purge Item Inventory Maintenance Purge Item Inventory Purge Item Inventory
Accounting Purge Purchase Orders Maintenance Purge PO Purge PO
System Wide User Count exceeded User Count User Count Exceeded User Count Exceeded

  Note: This table lists actions RFMS records automatically. Your system may show additional audit records if Enterprise Manager auditing is set up to track more fields.

Old Value vs New Value

Old Value is the value before the change. New Value is the value after the change. 

If you see "3" in Old Value and "1" in New Value, the value changed from 3 to 1.

If you see "O" in Old Value and "S" in New Value, the value changed from [O]pen to [S]atisfied. In many cases, letters like these are status codes stored by RFMS.

Common Old/New Value Codes (status changes)

Many questions about Audit Viewer come from letter codes shown in Old Value and New Value. The codes below are common in order line and purchasing activity.

Order Line Status Codes

Code Meaning
(blank) None
P Gen PO
O On Order
R Reserved
C Cut
J Job Costed

Purchase Order Status Codes

Code Meaning
O Open
S Satisfied
Tips for Searching

If you are not sure what to enter in the search fields, start broad and narrow down:

 Tips:

  • Filter by a date range first.
  • Then add the best identifier you have (order number, invoice number, customer, item, etc.).
  • If your search returns too many results, narrow the date range and try again.
  • If you are searching by a key field and don't know the full value, try searching using the part you do know (for example, the last digits of an order number).
  • Limit the number of records found by entering information in the Find Audit Records option screen.
  • By putting a percent sign before or after text in the Key Field 1 field, a fuzzy search can be performed.

2020-02-06_12-18-45.jpg

2020-02-06_12-24-04.jpg

Print the Audit Report

The Print button will print a report of the filtered information.  This can also be sent to CSV.  The report will show a preview screen before printing.

2020-02-06_12-27-43.jpg

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.