Product overview

The Audit Log Help and User Guide will take you through the features and settings for the Sicon Audit Log module for Sage 200.

It looks like any other Sage 200 module, making it easy to use for anyone already familiar with the Sage 200 environment.

Reports are available within the Sage 200 report designer so they can be amended to suit specific business requirements.

1. Introduction

When a change is made to data related to any of these entities, the user will be prompted to enter a reason for the amendment.  The module does not stop the change being made, it simply records details and the date the details are updated.

Audit Log Help and User Guide - Menu

The Ledger Sign-Off function can then be used by an authorised user, to confirm that all audited amendments are acceptable and therefore ‘signed-off’. This is explained later on in this guide.
A report can be generated to list audited changes, including the user who made the amendment and the user who signed-off the change.

The Audit Log module is used to record changes made to the following Sage 200 modules:

  • Cashbook
  • Nominal Ledger
  • POP
  • Price Book
  • Purchase Ledger
  • Sales Ledger
  • SOP
  • Stock

Audit Log Help and User Guide - Settings

These can be switched off as per the settings which are explained in the settings section.

2. Settings

To enable the modules where changes are recorded you can simply tick them on and off in here.

Audit Log Help and User Guide - Settings screen

The silent tracking feature allows changes to be tracked without users being required to enter a reason recording the change for ledger sign off. If Silent Tracking is not enabled but Enable Auditing is, the users will be prompted to enter a reason for the change.

3. General Operation

Within all modules when a change is made and the record saved the Auditing – Reason For Change will be displayed:

Audit Log Help and User Guide - General Operation 1 Audit Log Help and User Guide - General Operation 2

In here you can fill in the reason per line, or if lots of amendments are made at once you can enter a reason at the bottom of the screen which will apply to all changes. Once you have completed the reason for change selecting save will write the record to the auditing log.

Clicking on the view changes button, available wherever auditing is recorded will display the changes that have been made to a record.

All changes recorded will give date and time stamp information, the field being changed, what it was changed from and to, and the user who carried out the change.

This information is also reflected in the audit log itself.

4. Functions that Trigger the Auditing Change

4.1. Cash Book

  • Creating a new Account
  • Amending Account Details

4.2. Nominal Ledger

  • Creating a new account
  • Amending a Nominal Account

4.3. POP

  • Amending an order
  • Amending order lines
  • Amending delivery information (Enhancement Pack needs to be installed in order for this option to be active)
  • Tracks all POP analysis fields
  • Tracks POP amend order status

4.4. Price Book

  • Changing a price
  • Adding a price

4.5. Purchase Ledger

  • Creating a new account
  • Amending account
  • Amend Account Status
  • Tracks PL Taken “off Hold” and “Hold”

4.6. Sales Ledger

  • Creating a new account
  • Amending account
  • Tracks SL Taken “off Hold” and “Hold”

4.7. SOP

  • Amending an order
  • Amending order lines
  • Tracks all SOP analysis fields (14 added)
  • Tracks when SOP customer Delivery address is changed
  • Tracks SOP amend order status

4.8. Stock

  • Amending a stock item
  • Creating a stock item
  • Tracks when stock location is changed or added
  • Tracks when new SL/PL/NL/CB account and stock codes are added
  • Stock Item Warehouses and Bin Locations changes will be recorded.
  • Stock Item Selling price changes will be recorded.

5. Ledger Sign Off

The Ledger Sign Off screen can be used to authorise/approve audited amendments. Users cannot authorise their own amendments. This information can be filtered by Module, tick to select the lines for approval and click Sign Off.

Audit Log 6

Standard Sage Administrator user/role permissions (i.e. features) should be setup so that this screen is only accessible by authorised users/supervisors.

Right Click allows all records, or the ones selected to be sent to Excel.

6. Audit Log Changes Report

This may be used to report details of audited amendments by date range, user, etc.

Audit Log 4

The report shows old (original) and new values, along with the user names of those who change and approved (signed off) the amendment and the reason for the change.

Audit Log 2

7. Enable Module

This screen is used to enter the module enable string to allow use of the module.

When a new module enable string is provided, enter (paste) into the new enable string field, then click OK to apply the string.

Audit Log 3

8. Appendicies – Audited Fields

The Audit Log module will record changes to certain data tables/fields only.  For a full list of these, please download a copy of the below:

Sicon Audit Log - Audited Fields

9. Release Notes

The Release Notes document below shows which release of the Audit Log system includes which new features and for which version of Sage these will work.

The version number indicated in the Audit Log Release Notes includes a full release number and a sub version number; e.g. ’6.1′ indicates the full release version number of the software.  Pre-release version builds of the software are available to certain clients requiring new or enhanced features being developed from the wish list.  If these versions are installed on your system, you will see an additional number e.g. 39.113 making up a specific database version and interim build number of

It is unlikely that these features will be documented in this help and user guide until the end of the development phase.

Audit Log Release Notes

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