We have previously implemented the Vendor Approval feature on the AP Vendor master screen in Sage300 ERP. This feature is designed to enhance the vendor management process by incorporating an approval workflow for adding or updating vendors in the system. With this functionality, users with modification rights can alter existing vendor information. However, a challenge arises in identifying which user made changes to the vendor fields. To address this issue, we are introducing the Vendor Logger Report.

The Vendor Logger Report provides a platform for extracting modified vendor details in Excel format. This report includes information such as username, vendor number, vendor name, field changes, old values, and new values. By utilizing this report, users can effortlessly track the actions taken by each user in adding or modifying vendor details. Below is the screen of the Vendor Logger Report.

New Stuff: Import/Export for external E-Invoiced Transaction

Fig 1. Vendor Logger Report

Users will initiate the report extraction process by selecting filters for the From and To User ID, as well as the From and To Date. Additionally, they will choose the desired Excel file through the provided button. Upon selection, users will then press the export button to generate the report in the specified Excel file.

To facilitate customization according to the fields in the vendor master, we have introduced a screen called ‘Vendor Audit Field’. Here, users can determine which fields to include in the report. By selecting specific fields, users ensure that only the chosen ones appear in the generated report.

Fig 2. Vendor Audit Fields

In summary, we have implemented the Vendor Logger Report to enhance the vendor management process by providing a detailed overview of modifications made to vendor details.

Fig 3. Vendor Logger Report Output

Through this report, users can easily track changes made by different users, including user names, vendor numbers, and specific field alterations. Additionally, the report extraction process offers filters for precise customization, including options to specify the user IDs and dates. Furthermore, users can utilize the ‘Vendor Audit Field’ screen to select which fields to include in the report, ensuring that only relevant information is presented. Overall, these features empower users with greater control and insight into vendor management activities.

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Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and MagentoeCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

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