We are auditing our process efficiency in part to determine where issues may exist in staffing levels and training. Part of this audit is to determine the time it takes between when a document was created (I'm starting with Purchase Invoices) and when that document was posted. (NOT Posting Date). I wish to include who did what in this report.
I plan to expand that to Sales Invoices and some journal entries if I can get PIs to work.
In the Purch.Inv. Header table, I see the Created At and Created By, as well as the Modified At and Modified By fields. In almost all instances the two sets are identical, with any differences less than a couple of minutes. This tells me that neither reflect the date an item was posted, or that BOTH do. We have several people on staff who are not permitted to post. Their names do not appear in the table, but they do most of the PI creation.
Our internal rules state that the creator of a document must not be the poster of that document. I am able to translate the GUID to user names.
Any ideas? And thanks!
Update: After some additional testing, it appears that Purch.Inv. Header Created and Modified and User ID fields only contain information related to the date/time it was posted and who performed the posting. Now, I need to be able to join that data to a table that shows original creation information for the purchase invoice.
Thanks again.