Transaction Line-Level History Window

The history window that appears when you click History for a transaction line item includes the following columns:

• action that occurred to update the transaction line item

• date and time of the action

• specific field altered (if applicable)

• transaction line number

• new value of the line item after the action

• old value of the line item before the action

• posting date of the transaction

• transaction type

• username of the user performing the action

The following fields are tracked in the History window:

• All stored-value custom fields

• Alt.Sales

• Amortization Residual

• Amount

• Billable

• Billing Schedule

• Class

• Closed

• Commit

• Create PO

• Customer

• Delay Rev. Rec.

• Department

• Item

• Cost Category

• License Code

• Location

• Memo

• PO Rate

• PO Vendor

• Price Level

• Quantity

• Rate

• Restock

• Revenue Recognition End Date

• Revenue Recognition Schedule

• Revenue Recognition Start Date

• Revenue Recognition Term in Months

• Tax

• Units

Note:

The line-level audit trail does not track the initial creation or deletion of line items. Only updates to existing line items are tracked.

Related Topics

• Reviewing Transaction History
• Transaction System Information and Communication Subtabs
• Granting User Access to Transaction History
• Viewing Transaction System Notes
• Using the Transaction Audit Trail
• Tracking Financial Account Changes
• Line-Level Audit Trail for Transactions

General Notices