What This Process Does

  • This process automatically runs after you enter purchase orders and cancel out of either the Add EZ Purchase Orders or the Add Purchase Orders screen. It allows you to verify or cancel the Audit Trail process.


Best Practices

  • Source User - Source User HAS to agree with Login Identification.
  • Verified POs - Previously verified Purchase Orders do not show up again on the audit trail.
  • Re-running Audit Trail - You can quit the report without setting flags and use Audit Trail process on the Add/Approve Tab from the Purchase Orders Dock menu to re-run the Audit Trail.


Purchase Order Audit Trail

  1. Procurement → Purchase Orders → Add/Approve Tab → Audit Trail
  2. There is no range screen. Report runs automatically
  3. The Add Purchase Orders Encumbrances Audit Trail Report generates. Review for accuracy. If the report is correct, click Cancel and set your flags.