like say one of my sales, lets call her sales agent A created a sales order. then she gave permission to sales agent B to submit the sales order since she got sick.
is there a way for me to know who did what and what actions they did? how detail can the history go?
anyone can help?
Hi,
You can check it in Tools>Activity.
or else you can directly go to that particular sales order and check it after the comments option where it will display what changes have been made to this document.
You can check it in Tools>Activity.
Thanks, This seems detailed. hopefully there are docs that explains the terms i have yet to encounter
or else you can directly go to that particular sales order and check it after the comments option where it will display what changes have been made to this document.
the one after the comment section is a bit lacking since i wanna know who was the one that changed from this value to that value
Hi,
I have created a Sales order by logging in as administrator. As an administrator login i had set the value of rate as 500rs and saved it. The document now is in draft status.
Later I logged in with my user account as Sujay and have changed the rate to 1000rs and then have submitted the document.
I’m attaching some screenshot from that document with track status for your reference.
Screenshot:
Hope this helps.
If Track Changes is enabled, you should be able to view the changes at the bottom as comments as well as view the changes through the version doctype as of V9(unless this has been renamed or changed in the latest versions).
I haven’t done any changes.
But you can go to customize form>select doctype as Sales Order>check/tick mark the track changes option.
As @Sujay has mentioned, go to customize form, pick Sales Order in the drop down for doctype, and check/tick the “track changes” checkbox. This is the recommended thing to do if you’re on a production server or you’re planning on exporting your changes through a custom app.
If you’re using a developer setup with developer mode enabled, you can do this via doctype > Sales Order > check the “Track Changes” checkbox. You can do this if you’re planning on forking erpnext or just playing around with the features.
Enable Track Changes in V15
doctype=>Customization=>Track Changes
Enable “track changes” to record every single change which is perfect. but what about if I want to enable for all doctypes. is there any way that I can enable track changes for all the forms?
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where the data is save in db?
