Revenue History
From a revenue record, you can view information about the revenue’s history. To view the revenue history from the revenue record, select History under More information. The Revenue History page appears.
From the Revenue History page, you can view information about the transaction, such as when it was added. You can also view any changes made to the transaction.
The History grid displays a list of changes made to the revenue. The program records this information as the changes are saved to the revenue. Under History, changes are grouped by the date and time when the change is saved or when the process that changes the revenue is run. The table below explains the items on this tab.
|
Screen Item |
Description |
|
Date |
The Date column displays the date and time the change is made to the revenue. In the History grid, changes are grouped by the date and time of the change. |
|
User |
The User column displays the user name of the person who changed the revenue or ran the business process that made the change. |
|
Action |
The Action column displays the whether the change recorded was an insert, an update, or a deletion of information. |
|
Field Changed |
The Field Changed column displays the field affected by the change. When the change recorded is the addition of the revenue, “Record created” appears. |
|
Value Before |
The Value Before column displays the data in the affected field before the change. When the change recorded is the addition of the revenue, “n/a” appears. |
|
Value After |
The Value After column displays the data in the affected field after the change. When the change recorded is the addition of the revenue, “n/a” appears. |
|
Process |
The Process column displays the process the user ran to generate the change. |
|
Application |
The Application column displays the server used to process the change. |
You can limit the changes that appear in the History grid. You can filter by the User, Action, or Date of the change. If you filter the history that appears in the grid, it can reduce the amount of time it takes to find a change. For example, if you search for a deletion of information, you can select to view only changes with an Action of "Delete." To filter the history that appears in the grid, select the desired User, Action, or Date and select View report.