Field Monitoring Setup in Dynamics 365 Business Central

By -

Scenario:

Client wants Field Monitoring Setup for Vendor Bank Account (288) table. Tracks when the following fields are changed:

  • Bank Acct No.
  • Transit No.
  • Use for Electonic Payments

Vendor Bank Account Card


Field Monitoring Setup

First step in setup is to complete the Field Monitoring Setup window and Starting the service. For this step I entered the Notification Recipient and the Notification Email Account. You may want this to be someone who specifically tracks the changes in the system. Once you have these fields completed you can click Start on the Action Bar.


Field Monitoring Setup

When you click Start you will be welcomed with the message Monitoring fields can impact performance. We recommend that you only monitor fields that contain sensitive data. In other words, don't monitor all fields on a table for example, only select the ones that really matter.


Field Monitoring Setup


Retention Policy

Below is the out of the box Retention Policy. Update as needed.


Change Log Entry

Monitored Fields Worksheet

The Monitored Fields Worksheet is where you decide what fields you want to monitor. In this case we're monitoring only three fields on the Vendor Bank Account table 288. I also have Notify turned on for these fields. 


Monitored Fields Worksheet

Monitored Field Log Entries

The Monitored Field Log Entries tracks all the changes to the fields set up for monitoring. 


Monitored Field Log Entries

Example of email received below once the fields were updated.


------
Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link: Kristen Hosman | Linktree

Comments

Post a Comment

Popular posts from this blog

Invited External Accountant in Dynamics 365 Business Central now what?

By -
Image
This blog describes what comes next after you invite an External Accountant. If you need to invite an External Accountant than visit this blog:  Invite External Accountant in Dynamics 365 Business Central (kristenhosman.com) You've invited an External Accountant now what? What happens after you've successfully invited an External Accountant? You receive the below message in Dynamics 365 Business Central and your external accountant receives an email.  Steps your External Accountant should take Have your external accountant look for an email with a subject line: You have been invited to Microsoft Dynamics 365 Business Central. The external accountant should click on the link provided in the email. They will be redirected to a Microsoft sign in window. In my case the external accountant email isn't listed so I'm going to select use another account. Enter email. Next window suggests that a code was sent to email. Go pull code from email and enter into next window. Accept t
Read more

Microsoft Dynamics 365 Business Central: adding new licensed users to BC

By -
Image
Adding a new licensed user isn't hard to do within Business Central (BC).  Prerequisite: license is purchased and available to assign to user. You also must be an Internal Admin or have proper security within BC to complete these tasks.  Microsoft 365 admin center Assign BC license to user. Dynamics 365 Business Central Navigate to Users page. Select Process > Update users from Microsoft 365 Update users from Microsoft 365 > Next Update users from Microsoft 365 > Next Update users from Microsoft 365. Review the updates within this window and click finish. Lastly assign user group or permission sets and assign company access.  Version: US Business Central 22.1 (Platform 22.0.58213.0 + Application 22.1.55890.56216) Written by: Kristen Hosman, Microsoft MVP
Read more

Applying posted credit memos to posted invoices in Microsoft Dynamics 365 Business Central

By -
Image
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers.  Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for.  Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to.  Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
Read more