Track All Changes To Orders Using Order Events

Sales Orders seem to have a life of their own. They are created and every time you look at them, it’s as if someone has been tinkering and changing it. If you want to be able to take a closer look at your orders and see who is making changes to them, and what they have been up to then you may want to enable a feature within Dynamics AX called Order Events which will track whenever anyone updates the Sales Order, or even creates follow on transactions associated with the order.

Watching your orders will be like having hundreds of Tamagotchis to watch and nurture.

How To Do It…

Click on the Order Events menu item within the Events folder of the Setup group within the Sales And Marketing area page.

When the Order Events maintenance form is displayed, click on the New button within the menu bar to add a new record.

To track all order events, change the User Code to All and then check all of the tracking events that you want to monitor. In this case we will just select everything.

When you are done, just click the Close button to exit from the form.

How It Works…

To see all of the events that are recorded against a sales order, just click on the Order Events menu item within the View group of the Sales Order ribbon bar.

This will pop up an audit log of all the events that have been recorded against the order showing you a complete history of the document.

Advertisements
5 comments
  1. Chrit said:

    Murray, is this order-event feature only available from AX2012R3? And/or depending on the Retail license (extra module)?

    • Chrit, I think that this is just in R3. It may be part of the Retail functionality, but remember that you get it out of the box with the licensing, so no additional module license is required. Murray.

  2. I am guessing this is R3 as I can see the warehouse management and transport management tabs.

    • Jonathan, you guessed right – I thought that now was as good of a time as any to transition, so I will probably be posting teasers every now and then based on R3. Murray.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: