Hi Bill,

There is an operator stamp that is updated each time a record is added or changed when Security is active in Sage 300 CRE.  However, this record is updated dynamically each time the record is updated in the system.

Therefore if one operator adds an employee then another either changes the setup of the employee adding additional information, or a check is posted in Payroll, the operator stamp will in turn be updated with the operator who last updated the record.

There is not a default field on the employee record to store the employee supervisor, however there are fields on the PR Employee that can be customized to store the Employee's supervisor.  On the Employee Setup, there is a tab named "Entry Info" where two fields exist (Misc1 and Misc2) that can be customized to store the employee supervisor.  There is also a feature called Custom Fields, where you are able to add fields to the record to store whatver information you would like track.

Changes to the setup are tracked in the System Log.  You can view the log by selecting TOOLS>LogViewer.

The information in the log can be exported to Excel. I do not know if there is a way to pull the information stored in the System Log into a Crystal report.

Hi Denise - thank you for your help!

I do not have TOOLS>LogViewer, perhaps it is a security thing.  (EDIT: I found it now)

Do you know if records of each direct deposit are stored by Sage 300 CRE?  I am trying to identify when a new direct deposit is set up.

Hi Bill,

Each direct deposit is stored in the PR Check table just as printed check are.  In the case of a direct deposit the deposit amount will be in the field "Direct Deposits"

billwagnon,

Unfortunately, in this case, the log will only show that a user went into the employee setup. It will not return that a direct deposit id was added or that a routing number / account number was changed.

For a report,  if you use prenotes, you could use a selection criteria to see if the prenote check box is checked for that employee deduction ID.

You could use Sage MyAssistant to alert you to a new direct deposit setup when the deduction is added to an employee.

For example, you could create a condition off of the PR - Employee Deduction record and be "PRM_MASTER__EMPLOYEE_DEDUCT"."Deduction_ID" = '<Your Direct Deposit Deduction ID>'. You could then set the notification to only alert you once. After the initial run of pulling everyone with the deduction id, it will then only send a notification for employees who have had the direct deposit deduction newly added to their employee setup.

Casey Knapp

Senior Customer Support Analyst, Sage Construction and Real Estate

Sage North America

Casey,

Is it possible to access the data in the Log Viewer for a report?  The Log Viewer shows all the information I am interested in.

For example, I need a  "New Vendor Report" but I do not see a vendor addition date in MASTER_APM_VENDOR.

Bill

We do not store a vendor addition date. There is only a date stamp on the vendor record that will get updated any time that record is touched. (ie setup or posted invoice)

You could create a report using the master.qlm. (QLM_MASTER__LOG). It could be a challenge to extract the desired results and this table can get large.

Again you may find it useful to use MyAssistant. Review article ID 20271 (Create a task to send only newly created entries.) in the knowledgebase (https://support.na.sage.com).

Casey Knapp

Senior Customer Support Analyst, Sage Construction and Real Estate

Sage North America

Casey,

I agree the table is huge.  It takes about 15 minutes for a simple report.

For the knowledge base article can you give me a direct link?  At support.na.sage.com I get "There are no results; try re-wording your search" for the article ID 20271 and for the article title you provided.

Thank you,

Bill

The content is gated meaning that you have to be logged into the knowledgebase before you will see the results.

Click on the Login link in the top right or Sign up for an Account if you have not been out to the knowledgebase previously, then search again.

Casey Knapp

Senior Customer Support Analyst, Sage Construction and Real Estate

Sage North America

Success!  :)