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Add Attachment Audit Trail to Audit History

  • 16 February 2024
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M
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Hello - 

We want to add the ability to see who added or removed an attachment from an Bill, and when. I have added the AP Bills Screen ID to the Audit History, as well as all the associated tables, but I cant seem to get it to work correctly. I am getting very minimal results when running the audit history, and they all seem to be centered around the creation of the document. 

Do you know how to get an audit trail of attachments on a Bill?

(In screenshot two I get about 30 results, for all usernames in the prior month. I dont know what is triggering this, but we have hundreds if not thousands of bills across the portfolio across that time frame, so I am not sure what this is triggering. )

Thanks for any suggestions!

 

 

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Best answer by jamesh 16 February 2024, 01:44

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jamesh
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@mdyer - Attachments are linked to screens rather than maintained on them.  So audit history of files isn’t going to show up on specific screens. 

However, you could set up Audit History on the File Maintenance Screen. 

 

This would allow you to monitor who is attaching files and removing them from all screens and get the information that way.  Hope this helps!

-James

James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
M
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Thank you James!! I will try that. 

Just to make sure I’m not missing anything, there wouldn’t be an existing Trace Log or Audit Trail anywhere else that would show Attachments on a Bill correcT?

Thanks

jamesh
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Correct. If you go to the file maintenance screen for the attachment you’re looking at, it should give you basic history (if it still exists).  But it won’t give you field level audit history until you enable it. 

James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
M
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Appreciate the support and insight!

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