Road Map: Audit Trail Maintenance

Use the Audit Trail Maintenance (XAT) program to activate logging of additions, changes, and deletions that users make to files. Information from audit trails is used in order change reports. See Background for more information.

Before you run this program each time

You should run these programs:  None required

Before you run this program the first time

You should run these programs:  None required

After you run this program

You will most likely run these programs:

  • Audit Trails (ATR) to print a report that shows additions, changes, and deletions made per file.

  • Customer Maintenance (CM) to add or change customer records.

  • Price-Contract Maintenance (PCM) to enter, change, copy, and delete price, discount, contract, and surcharge records.

  • Customer Type-Web Item Maintenance (TWI) to identify items that a category of customers can order from your web site.

  • Label Codes Maintenance (TLL) to add, change, copy, and delete codes that define a type of mass mailing used by the Customer Contact Maintenance (CLM) and Customer Contact Label Print (CLP) programs.

  • Customer Ship-to Maintenance (CSM) to enter, change, copy, and delete customer ship-to addresses that are different from customer remit-to addresses.

  • Currency Codes Maintenance (TCU) to add, change, copy, and delete codes that you can use as criteria for posting transactions to the general ledger and set up exchange rates.

  • Repetitive Billing Maintenance (RBM) to add, change, copy, and delete a customer's repetitive billing record.

  • Work Center Maintenance (WCM) to create, change, copy, and delete  work centers, and enter work center utilization exceptions.

  • Output Device Maintenance (XDM) to add, change, and delete devices that users can select to output documents, reports, and inquiries.

  • Asset Addition Maintenance (FA) to add, change, and delete fixed assets.

  • Fixed Assets Depreciation Register (FR) to print fixed asset depreciation for a period and update the general ledger.

  • Financial Reports Format Maintenance (GFM) to add, change, or delete formats for financial reports.

  • Financial Reports Header Maintenance (GHH) to add, change, or delete headers for financial reports.

  • GL Account Maintenance (GMM) to add, change, copy, and delete a GL organization and accounts, add an account to an existing organization, and copy a range of accounts from one organization to another.

  • GL User Maintenance (GUIM) to add, change, copy, and delete GL users to control user access to accounts.

  • Branch Item Maintenance (IMB) to add, change, and copy an item to a branch with settings that apply only to that branch.

  • Base Year Cost Update (IBCU) update the Base year cost field in the Item Cost Maintenance (ICM) program.

  • Item Cost Maintenance (ICM) enter and change item costs for a branch.

  • Branch Transfer Maintenance (ITM) to create a transfer of items from one branch to another.

  • Enterprise Item Maintenance (IM) to add, change, and copy an item with settings that apply to all branches of the enterprise.

  • Receiver Maintenance (IRC) to receive a purchase order, manufacturing order, transfer, RMA, vendor contract, workorderless item, vendor management item, enter a new receiver, change an existing receiver, and reverse a receiver.

  • Receiving and Inspection (IRI) to enter inspection results and receive items to stock.

  • Receiving Reversal (IRR) to reverse a receiver.

  • Item Substitution Maintenance (ISM) to create, change, copy, and delete a substitute item that can be shipped when inventory of the ordered item is insufficient and the customer accepts substitutes.

  • Requisition Maintenance (IRM) to enter, change, copy, release, and close requisitions and to assign a requisition type.

  • Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

  • Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

  • Unit of Measure Codes Maintenance (TUM) to add, change, copy, and delete codes that users can select for sales, purchasing, and stocking UOM fields and set their conversions.

  • Employee Maintenance (LSA) to add, change, and delete employee records.

  • Labor Entry (LLE) to enter hours worked on a manufacturing order, enter an unattended operation, enter indirect labor, and record sick, vacation, and holiday time.

  • Labor Import (LEI) to import hours worked from an ASCII file.

  • Bill of Material Maintenance (MPS) to enter, change, copy, and delete a bill of material for standard and phantom items.

  • Configured Product Maintenance (MBM) to enter, change, and copy a bill of material for a configured product and add, copy, and delete components to the BOM.

  • Sales Order Maintenance (OE) to enter, change, and close a sales order.

  • Order Release Selection (MRR) to select planned orders and requisitions for release and change an order before releasing it.

  • Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

  • Material Usage Maintenance (MUA) to add a component to a manufacturing order, change component quantities, pick selected components, substitute components, and close all open components.

  • Rejected Material Disposition (MRB) to select and change the disposition of rejected materials or finished goods.

  • Manufacturing Order Close (MJC) to close costs for manufacturing orders, print the Manufacturing Order Close Register, and update the general ledger if you have inventory interfaced to the GL

  • Manufacturing Cost Adjustments (MCA) to enter, change, and delete an adjustment to costs for a manufacturing order, print the Manufacturing Cost Adjustments Register, and update the general ledger if you have inventory interfaced to the GL.

  • Manufacturing Order Auto Processing (MAP) to obligate components for manufacturing orders and create shipments to the shop floor.

  • Picking Confirmation (MPK) to pick all components required for a manufacturing order, partially pick component sets, and change manufacturing order information. When you click Component, you can add a component to a manufacturing order, change component quantities, pick selected components, substitute components, and close a component short.

  • Secured Picking (SMPK) to pick all components required for a manufacturing order and partially pick component sets.

  • Fixed Expense Maintenance (NFM) to enter, change, copy, and delete a fixed expense.

  • Payment Method Batch Maintenance (TAPMB) to add, change, copy, and delete payment method batches that are used in the Vendor Invoice Payments (NC) program and set the format of checks to be printed on a laser printer.

  • Sales Order Auto Processing (OAP) to obligate items ordered, if you have not already done so, and create shipments.

  • Sales Shipment Confirmation (OC) to create and confirm a shipment, change shipment information, apply a customer deposit to a shipment, place a shipment on hold, release a shipment from hold, and delete a shipment.

  • Secured Confirmation (SOC) to create and confirm a shipment.

  • Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines.

  • RMA Maintenance (RMA) to enter an authorization for a customer to return material.

  • AR Invoice Register (RR) to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

  • EDI/Sales Quote Maintenance (QOE) to enter a sales quotation or correct an error in an imported sales order.

  • Bill of Lading Maintenance (BLM) program to create and confirm a bill of lading.

  • Project Maintenance (PSM) enter a new customer or engineering project, change a project,  or close a project.

  • Standard Labor Rates Maintenance (TLR) to add, change, copy, and delete codes with corresponding rates that you can select for direct and setup labor costs for routings.

  • Overhead Rate Codes Maintenance (TORC) to add, change, copy, and delete codes with rate percentages that you can select to apply overhead to item costs and work centers.

  • Routing Maintenance (RTM) to enter, change, copy, and delete a routing for a parent item. You can also merge routing sequences from another item, create a new operation, change, copy, and delete an existing operation.

  • Sales Rep Maintenance (SM) to add, change, copy, and delete a sales representative's record.

  • Sales Rep Assignment (SRAM) program to assign, change, and delete sales reps for levels of the sales rep hierarchy.

  • Commission Rate Maintenance (SRCM) to enter, change, and delete rates for levels of the commission rate hierarchy.

  • Sales Commission Maintenance (SCM) to change reps or rates for an order or line prior to updating or add commissions for an order that had no assigned reps.

  • Sales Commission Recalculation (SCU) to update rep assignments and commission rates and recalculate commissions for multiple orders.

  • Branch Ship-to Maintenance (TBSM) to enter, change, copy, and delete branch ship-to addresses that are different from the branch's remit-to address.

  • Document Output Parameters Maintenance (TDOC) to set and change output parameters for each type of document.

  • Customer Document Profile Maintenance (CDM) to add, change, copy, and delete document profiles that define how you output documents to a customer.

  • Vendor Document Profile Maintenance (VDM) to add, change, copy, and delete document profiles that define how you output documents to a vendor.

  • Branch Document Profile Maintenance (TDM) to add, change, copy, and delete document profiles that define how you output documents for branches.

  • User Maintenance (UIM) to add, change, copy, and delete user records.

  • Web User Maintenance (XUIM) to add a web user, create a sign on, and assign roles.

  • Vendor Maintenance (VM) to add and change vendor records.

  • Vendor Price Maintenance (VMM) to add and change a vendor's pricing for an item and print or send a Request for Quote to a vendor.

  • Alternate Remit-to Maintenance (VRM) to enter, change, and delete an alternate remit-to address for a vendor.

  • Vendor Ship-to Maintenance (VSM) to enter, change, copy, and delete a vendor ship-to address that is different from the vendor's remit-to address.

  • Compliant Items by Manufacturer (VGMI) to enter, change, and delete compliant manufacturer IDs for an item.

  • Vendor Contract Maintenance (VCM) to enter a new vendor contract, change an existing vendor contract, or close a vendor contract.

  • PO Maintenance (VOE) to enter a new purchase order, change an existing order, and close a purchase order line.

  • AP Invoice Entry (NE) to enter a batch of invoices (vendor vouchers) and print the AP Invoice Register for a batch of entered invoices and system created batches for fixed expenses, sales commissions, consignment inventory, and returns to vendors.

  • PO-Receiver Archive (VEX) to print a listing of closed purchase orders and receivers and move them to history.

  • Service Agreement Tracking Maintenance (WTM) to enter, change, and delete a service agreement.

  • WIP Movement (WIPM) to enter good pieces completed, scrap parent items, and scrap components for routing sequences on a manufacturing order.

  • Web Property Maintenance (XPROPM) to add, change, and delete web page elements that you can assign to all or selected users.