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Can you track time between statuses?

  • December 6, 2022
  • 2 replies
  • 151 views

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We use various status’ on service orders to indicate where in the service process an order resides.

 

We have a request from our service group on whether we can provide insight into the number of days a service order takes from one status to another.

 

Does Acumatica have this ability to track time within a certain status or time between status’?

Best answer by aaghaei

@jwarren @amajors 

Acumatica's audit history monitors the record changes but only logs the chosen columns. As a result if someone makes any change to the record the Status that you want to log may not change but still platform will create a log and you will end up seeing many irrelevant records. In addition it is really difficult to inquire about specific documents. It is good for admin purposes really not end user.

what you need only can be achieved only through customization. What you will need is to:

Add a custom table (DAC) with the the columns you need.

Create a public view in your graph ext to select the log for the current document status changes

Create an Event Handler for the Status “field update” to monitor the old and new value, decorate the data you need to keep in your table and insert.
Publish and make the view available to add to your screen.

Add a custom Tab and Grid to your screen and link to the custom view you have created and add the fields you want to see in screen

Publish your project and you are all set.

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2 replies

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  • Semi-Pro I
  • 122 replies
  • December 6, 2022

You should be able to turn on the audit fields and it would track that type of change. I haven’t used the audit information for reporting but I would think you could create a new inquiry and tie the correct tables together to get a report.


aaghaei
Captain II
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  • Captain II
  • 1204 replies
  • Answer
  • December 25, 2022

@jwarren @amajors 

Acumatica's audit history monitors the record changes but only logs the chosen columns. As a result if someone makes any change to the record the Status that you want to log may not change but still platform will create a log and you will end up seeing many irrelevant records. In addition it is really difficult to inquire about specific documents. It is good for admin purposes really not end user.

what you need only can be achieved only through customization. What you will need is to:

Add a custom table (DAC) with the the columns you need.

Create a public view in your graph ext to select the log for the current document status changes

Create an Event Handler for the Status “field update” to monitor the old and new value, decorate the data you need to keep in your table and insert.
Publish and make the view available to add to your screen.

Add a custom Tab and Grid to your screen and link to the custom view you have created and add the fields you want to see in screen

Publish your project and you are all set.


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