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Audit Question: Vendor Master File

  • 1.  Audit Question: Vendor Master File

    SILVER CONTRIBUTOR
    Posted 29 days ago
    Hello All,

    I have a quick question regarding the vendor master file. Is there any audit logging turned on in D365 for modifications made to the file? For example, would it be possible to pull a list of all changes (i.e. adding, modifying, deleting records) made to the vendor file for the past 2 years? Please advise. Thanks for your help in advance!

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    Kobe Peasah
    National Vision, Inc
    Duluth GA
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Audit Question: Vendor Master File

    TOP CONTRIBUTOR
    Posted 27 days ago
    did you look into database logging feature?

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/configure-manage-database-log

    You'll need to carefully consider the performance impact

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Audit Question: Vendor Master File

    MICROSOFT MVP
    Posted 26 days ago
    Kobe,

    The Microsoft answer for your question would be the database log functionality, unfortunately this feature is not really designed as an audit tool and instead was built as a troubleshooting/debugging tool. There are also no out of box reporting for the data you are looking for, so a custom report would have to be created. Finally, as Zvika mentioned, there is a performance concern of turning on the database log.

    I wrote a whitepaper around some of the shortcomings/gaps of the database log here: https://www.gofastpath.com/blog/compare-d365fo-database-log-vs-fastpath-audit-trail

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Audit Question: Vendor Master File

    Posted 25 days ago
    Have you considered using the "Proposed Vendor changes workflow".  It will not help with past changes but moving forward it will provide:
    - An approval flow for any changes being made to the vendor; you can select certain fields that you want included to force the approval process
    - The workflow history will "sort of" provide the history your looking for



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    Sean Gilbert
    Thinkmax Consulting
    Montreal QC
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Audit Question: Vendor Master File

    SILVER CONTRIBUTOR
    Posted 24 days ago
    We are still on AX 2012 (migrating to D365 next year), but ran into the same need from our auditors and this same issue.  I am conducting functional testing on several pieces related to this that we had our Microsoft Partner develop for us.  This included a new table to capture changes on certain vendor and bank fields, a list page that displays those changes, a vendor changes audit report and a vendor creation report to show who originally created a vendor in which company and on what date.  I was hoping this would be available out of the box in D365, but it sounds like it's a good thing I had this custom work done now, so we can move it to D365 next year.  Even though there is a cost, at least custom work is one option available.

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    Mark Jones
    Project Manager
    UniGroup, C.A.
    Fenton, MO
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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