We often hear from someone who needs to log changes to data in his business system. Perhaps a production supervisor wants to know when the description of a part was changed or a human resources manager wants a record of everyone’s pay rate changes. Maybe the human resources manager also wants to be notified by e-mail every time the pay rate gets updated. Using Epicor, logging table changes is as easy as pie. This week, we show you how to use the Business Activity Manager (BAM) to meet this requirement.
First, the BAM is found on the menu under Executive Analysis >> Business Activity Management >> Setup.
Open the BAM.
In the BAM tool, on the first tab, we simply choose the table and the columns in that table that we want to be logged.
Select the table.
On the second tab, we choose the action or actions we want to take to accomplish the logging. We can have a log created. Simply check the “Create Log” box.
Select [Create Log].
We can also choose to have a message sent to the interested party. The message can include a simple alert, a link to the changed record, a copy of the log, or all three.
Select [Send Alert].
On most master data screens, the log viewer is ready to go. The on screen log is accessed by pressing the log button. Note that when a logged change is present, the book lights up with a sparkly-bit.
View the logs.
The log simply tells you the date and time of the change, the old value, and the update value, which can be quite valuable.
View the log details.
Now, the BAM can also automatically kick of a report whenever some key thing is updated. That, however, is another story for another day.
If you need help setting up your logging, or any other business process, give us a call. We are here to help.