Use Audit setup activity to make and track changes to fields, amounts, and balances normally accumulated and maintained by your Sage Timberline Office applications. When you turn on Audit setup activity, you gain direct access to balance and amount fields normally restricted, and this is a global setting - it opens fields that are typically maintained by the system to all users (except for certain fields locked to only the Application Administrator). Verify that using Audit setup activity is the only solution to correct a balance or other amount before you use this method.
Do not use this auditing feature to correct errors. Error correction should be done through normal processing. Audit setup activity is not available in Estimating products and the following Accounting and Management applications: Inventory, Purchasing, and Service Management.
Turning on Audit setup activity from Sage Desktop:
- Open Common Tasks, from the Application side menu.
- Open Tools, select Options.
- On the General tab, select the Audit setup activity check box.
- Optional: Check the Print Audit Activity to print a record of the changes made.
Note: Tasks will prompt you how to save or print the report when you open tasks where Audit Setup Activity can make changes. The report will print when you close the task. - click [OK]
Turning on Audit setup activity from the Application window:
- Open Tools on the Menu bar, select Options.
- On the General tab, select the Audit setup activity check box.
- Optional: Check the Print Audit Activity to print a record of the changes made.
Note: Tasks will prompt you how to save or print the report when you open tasks where Audit Setup Activity can make changes. The report will print when you close the task. - click [OK]
Note: The Print Audit Activity prints a record of the changes made in setup windows. While checked all users will receive a prompt to print the report, when they access setup windows. See article DocLink: Why do I get an "Audit Print Selection" prompt? for more information.
Making change:
- Open the Setup window.
- If you enabled Print Audit Activity, Select the printer of File you want the report to use.
- The Editable fields will now have a white background indicating they can be changed.
- Close the setup to save the changes
Note: No Transactions will be created, posting is not required, and interfacing applications will not receive updates. - After making the desired changes always go back and turn off Audit Setup Activity.
Note: The details of the original value and new value are stored in the Log Viewer in version 9.5 and greater.
Turning off Audit setup activity from Sage Desktop:
- Open Common Tasks, from the Application side menu.
- Open Tools, select Options.
- On the General tab, uncheck the Audit setup activity box.
- Optional: Uncheck the Print Audit Activity.
Note: Print Audit Activity only functions when Audit Setup Activity is enabled. The option will be gray when Audit Setup Activity is disabled and will function as if it was off. - click [OK]
Turning off Audit setup activity from the Application window:
- Open Tools on the Menu bar, select Options.
- On the General tab, uncheck the Audit setup activity box.
- Optional: Uncheck the Print Audit Activity.
Note: Print Audit Activity only functions when Audit Setup Activity is enabled. The option will be gray when Audit Setup Activity is disabled and will function as if it was off. - Click [OK]
Notes:
- If you use Sage Timberline security, you may want to restrict access to Audit setup activity.
- Audit setup activity can affect all operators in either your current data folder or all data folders. From the Tools menu, select Options > Locations tab to change this option. The option that you select on the Locations tab also affects all other settings in the Options window.
- Audit changes are not tracked in the log viewer.
When using Audit setup activity, totals should only be changed to match existing transactions. Do not use Audit setup activity to add, modify or correct totals that do not have matching transactions. Totals changed by Audit setup activity do not create transactions or modify existing transactions/records. If a total is changed that does not have matching detail, transaction-based reports will not match master total reports. Other processes, like Aatrix reporting, use a combination of master totals and transaction records (PR check records) to complete the forms. If a master record is changed, it may not flow to the report.