Inventory, Order Entry, Job Costing, Point of Sales: Identifying, determining the agent that processed a specific Customer/Supplier Invoice and other source documents

This article discusses how to Identify the agent that processed a specific Customer/Supplier Invoice and other source documents.

Consider the advice below to achieve the above outcome:

In this scenario, we’ll identify the agent who processed a specific Supplier Invoice. Also, we need to determine which agent processed a Supplier Invoice with reference number SINV458.

The same principles discussed below can also be used to identify the agent who processed a Customer Invoice and other source documents.

Apply the following steps:

1. Go to Suppliers | Enquiries.

2. Select the relevant supplier at the top for which the relevant Supplier Invoice was processed. 

3. Unselect the From and To options on the top right of the screen. 

4. Click the View button to reveal the supplier's transaction history. 

5. Anywhere on the transactions grid, right-click and select the Customise Grid Columns.. option.

6. Find the User Name field in the Customisation box below.

7. Drag and drop the User Name field to the column header row. When done, close the Customization box.

8. You can also sort the grid according to any column to assist your search. For instance, click the Reference two column header once to sort all transactions in the Reference two values sequence.

9. As indicated below, it was agent Mark who processed SINV458.