JobBoss History
It would be great to have a history of all actions in JobBoss. This would be deletions, changes etc
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Jenn Rytting-MacDonald
- Sep 19 2017
- Likely to implement
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- +244
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Connect the user ID to all Transactions
Merged I have been asked many times over the years to dig in the "guts" of the program to find out who did a specific transaction. There is rarely a clear link to the user that is doing a specific process. It would be a great idea in each table to have a...0 Likely to implement
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Generate a detailed user log
Merged It would be very helpful to see things like the creation & deletion of records, sign in time, sign out time etc. Right now we have internal communication issues that are increasingly complex because we can't simply ask the right person "why di...0 Likely to implement
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To be able to see Purchase Order Change History to see who closes the PO.
Merged So you know who closes the PO and can train them not to close a PO until all lines are invoiced.0 Likely to implement
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Add history of incoming material receiving by name and date/time to PO Receiving
Merged There are times that it would be helpful to know who signed for material and services just by looking into JobBoss and not having to track down the paperwork. If we had the PO history of when material and services are received and who received the...0 Likely to implement
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Connect the user/EE to every transaction
Merged I have been asked many times thru the years to search data tables to figure out who made a transaction. It would be great if every table had a user ID or EE ID included so that there is a trace history of who transacted the data. -
Add change history to Material Adjustments Module
Merged Since there can be such a financial impact from material adjustments it would be nice to have more information on the adjustment transaction and who made the change.0 Likely to implement
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Request for a Sales Order change-tracking feature similar to that available in the jobs module.
Merged Show Job Change history in one place0 Likely to implement
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Job Change History should track changed Customer ID
Merged Honestly, if the Job Change History is tracking changes this seems like an obvious field to track. Was probably an oversight that the programmers didn't consider. Anyway, it would certainly be useful especially if the Customer ID was inadvertently...0 Likely to implement
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Inventory Transfer Traceability
Merged With over 100 JobBOSS, Data Collection and DCMobile users, it is next to impossible to identify which user has moved which material or job via the PC. We can trace all transfers via hand-held barcode scanners and DCMobile, but we need a better his...0 Likely to implement
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Change History
Merged Change History is available for a job and it tells you when and who made changes to routing. But it doesn't log material changes in the job. It would be nice if it did. And it would useful if Change History was available in Quotes as well.2 Likely to implement
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Need a tracking tool put on Sales Orders to track changes
Merged There is no way to track changes in Sales Orders, this would be a big help.0 Likely to implement
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Customer Shipments "Submitted By"
Merged Just like when purchasing it would be nice to have documentation of who created a Packlist. This would help us identify the location in which is shipped from as we have parts that ship from multiple locations. Or the ability to document Shipped Fr...0 Likely to implement
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The ability to see WHO received and invoiced items on a PO
Merged it would be nice if you could see what user receives and invoices items on a PO.0 Likely to implement
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To see who made changes on Material adj.
Merged Everyone would, to see why adj. were made and why that person did it.0 Likely to implement
Related ideas
This is absolutely mandatory for those of us who do business with the DOD. CMMC Level 2 Compliance requires that "Ensure that the actions of individual System users can be uniquely traced to those users, ..."
This should be a very straight forward implantation, every JobBOSS screen has a save button that writes the data out to the database. Simply all one additional database write to an audit log. The new report needed to print the information is likely more complex that actually writing the data.
From a business impact, this will let us continue to do business with the DOD. If we don't get this then we either lose the business or move to a different ERP product.
I would imagine the difficulty with this is that it is a very resource intensive change. With the two modules currently tracked (Purchasing and Job) the Change_History table is already likely the largest table in your database by orders of magnitude. I would imagine some sort of redesign of how this is handled would be required. A method for admins to purge history meeting chosen criteria would be helpful as well.
Tracking the routing changes currently generates the most records for us and is arguably the least important.
Perhaps a poll of users as to what modules and fields are the most appropriate to track would get this project started with some direction.
When is this going to be updated? It's been 7 years with no implementation, only minimal changes are tracked. JB not keeping up with Customer and industry standards for record keeping.
Need to see who receives Items
need to track Sales Order changes including who when with a notes option.
I am for this option!!!
Need to find out who changed the status of a material, as well as which user scheduled a particular job for Production. When will this request be implemented??
How long does it take for something that is likely to implement status to be added to the software? I see this idea was submitted in 2017 and we are in mid 2022 and still no update on when this might get added? There are many others that are in the same boat. Is the Ideas board still a place for feature request or has this been put on the back burner by ECi?
I too agree that at least the SO should have the same history for Header and Detail changes that exists for the Job Entry and PO history.
Definitely would welcome a complete history on all changes. Much needed.
Danny Tawil (J&L)
I agree with the previous comment. I came from a Vantage/Epicor environment that tracks history and can't believe JobBoss doesn't have this. I have an instance where someone made a change to Inventory. This was a big issue and we have no way of telling who made the change.
We really need the ability to see a tracker of date and user that made transactions in Job Boss. Entering or updating Orders, PO's Jobs, Inventory, etc. This feature has been available with Vantage/Epicor for quite a few years, and really should be a feature in any system like this.
How come we don't have this for a Sales Order like we have in the Jobs & PO module. NEEDED!!!!!!
This is something our customer ask frequently since a long time this could be great !
we should also have an option on sorting the out put
it would also be important to for all transactions done in job boss to be identified by name of the person who initiated that transaction. Great for traceability.
Thank you
Please log all transactions ... for risk analysis it is becoming critical.
Would be nice to have the ability to see who received and/or invoiced items on a PO.
Yes. This is important for quality control.
Yes everything should be logged!!!!! It would be great to know who deleted, picked, transferred, ect.