In BMS, Users can view a Job Line Audit of activity in Jobs within Sales Processing. There are 2 ways to access Job Line Audit:
Method 1: Sales Processing > Order Entry > View Job Audit (top left of the screen.) This audit feature is based on all Jobs currently displayed in the main Sales Processing screen and includes audit data for multiple jobs, rather than just one job.
Method 2: Sales Processing > Order Maintenance > View > Audit Review. This feature was added so that all changes to the specific Job can be viewed.
The Beginning Audit Date field can be set by clicking in that box and changing the date fields using the drop-down menus. You can also sort the data by selecting a specific Audit Type from the drop-down menu in that field. If you make changes to the Date fields or the Audit Type, be sure to click the Filter button to re-sort the data in the screen.
When you click the Audit Type drop-down box, you will see a list of available types in alphabetical order (see below). Additionally, at the top of the list, you will see two indented options as follows: Header and Line. If you select either option and then click the Filter button, the screen will display only those Audit Types that relate to the option selected.
Line Audit screen data, along with Line Audit Detail, can be exported to Excel by clicking the Excel icon in the upper left corner of the screen.
Descriptions for Line Changes can be found below:
- A/P Charge Added: indicates if a job line was added through A/P > Open Item Maintenance > Add Charges to a Job. This feature was added in the event a small expense is incurred on a job that was not included in the original work order.
- Building/Unit : tracks changes to job Building/Unit (sometimes referred to Address 2) fields on Ship To tab
- C/M Line Added : indicates if a job line was added through the system's Credit Memo process
- CARE Changed : tracks changes to CARE (ex: $0.25 to $0.35) field and only applies to customers selling carpet in California
- Copied From Job : if a job was created from another job using the Copy function (detail displays the number of the Job copied)
- Copied To Job : if a job was copied to another job using the Copy function
- Copied To Quote : if a job was copied to a quote using the Copy function
- Customer ID : tracks changes to Customer ID field (cannot be done if a job deposit exists)
- Inst JLM Added : if a job line was added through Installation System > Job Labor Maintenance
- Inst JLM Changed : if a job line was changed through Installation System > Job Labor Maintenance
- Inst JLM Deleted : if a job line was deleted through Installation System > Job Labor Maintenance
- Install Date/Time : tracks changes to Install Date and Time fields on Job Detail tab
- Install Initials : tracks changes to Initials field on Job Detail tab
- Installation : tracks changes to Installation (sometimes referred to as Address 1) field on Ship To tab
- Job Created: date and time stamp when job was created, either through New Job, Quote Conversion, Copy functions, etc.
- Job Entered : date and time stamp when job was opened by User
- Job Unlocked: date and time stamp when job was unlocked by User
- Line Added: date and time stamp when job line was added, either manually, through Quote Conversion, Copy function, etc.
- Line Assigned: date and time stamp when material job line was assigned
- Line Changed: date and time stamp when job line was changed/edited
- Line Deleted: date and time stamp when job line was deleted
- Line Unassigned: date and time stamp when material job line was unassigned
- Multi Install Date: tracks changes to Multi-Install Date records in Install Dates tab
- Rebill Line Added: indicates if a job line was added through the system's Credit Memo Rebill routine
- Return To Stock: indicates if a job line was added through Credit Assigned Line or Work Order - Return to Stock feature
- Sales Rep 1 Change: tracks changes Sales Rep 1 field in the job
- Sales Rep 2 Change : tracks changes Sales Rep 2 field in the job
- Ship To Code: tracks changes to job's Ship To Code field on Ship To tab
- Ship To Reset: tracks changes to job based on resetting Sales Rep, etc. or when Ship-To is changed on Ship-To tab
- Type : tracks changes to Type field on Ship To tab