Create a report on Business Engine Field Audit trial

Meghasyam Gadde

Hi,

I am trying to create a report on all field changes on PO quantity changed, Can we create a report using Business Engine Field Audit trial?

Regards,

Syam

Legacy Contributor

Yes, you may create that but firstly you need to activate Business Engine Field Audit Trial.

Activating the Field Audit Trial in PPS200 in Infor M3 to identify changes to Purchase Orders (POs) involves a series of steps to enable the audit functionality and set up the necessary parameters. Here’s a step-by-step guide to help you through the process:

Step-by-Step Guide to Activate Field Audit Trial in PPS200

1. Log in to Infor M3: Ensure you have the necessary permissions to make changes in the system.

2. Navigate to the Application: Open the PPS200 (Purchase Order. Open) program in Infor M3.

3. Access the Field Audit Settings:

   • Go to the Audit Settings or Field Audit Trial configuration section in Administration Tools. This may be located under a specific module or general settings depending on your system setup.

4. Enable Field Auditing:

   • Find the option to enable field auditing. This might be a checkbox or a toggle switch.
   • Enable the field audit functionality for PPS200. This allows the system to start recording changes to the specified fields.

5. Select Fields to Audit:

   • Specify which fields within the Purchase Order you want to track changes for. Common fields to audit include:
     • PO Number
     • Supplier ID
     • Order Date
     • Delivery Date
     • Item Number
     • Quantity
     • Price
   • You may need to add these fields manually to the audit list.

6. Configure Audit Parameters:

   • Set the parameters for the audit, such as the frequency of audits, the level of detail to record, and the retention period for audit records.
   • Define the conditions under which the audit should trigger (e.g., on creation, modification, or deletion of POs).

7. Save and Apply Changes:

   • Save the configuration settings.
   • Apply the changes to activate the field audit trial.

8. Verify the Audit Configuration:

   • Perform a test by making a change to a Purchase Order in PPS200.
   • Check the audit logs to ensure that the changes are being recorded correctly.

9. Monitor and Review:

   • Regularly review the audit logs to monitor PO changes.
   • Use the audit data to identify discrepancies, track modifications, and ensure compliance with internal controls.

     Additional Tips

     • Permissions and Roles: Ensure that the user configuring the audit settings has the necessary permissions and roles assigned in Infor M3.
     • Training: Provide training to relevant staff on how to access and interpret the audit logs.
     • Regular Audits: Schedule regular reviews of the audit logs to catch any unauthorized changes early.
     • Backup and Security: Ensure that audit logs are backed up and stored securely to prevent tampering.

     By following these steps, you should be able to activate and configure the Field Audit Trial in PPS200 to effectively track changes to Purchase Orders in Infor M3.