Add Audit Tracking to Asset Warranty

  • New "Created By" and "Created Date Time" fields automatically track who created warranties and when
  • Enhanced "Warranty Source" fields capture how warranties were created and source details
  • "Created by Document No." field with clickable drill-down to source work orders
  • "Warranty Source No. 2" field with drill-down to item cards (for item consumption warranties)
  • New "Audit Information" group on Asset Warranty Card for organized audit field display
  • Automatic upgrade populates audit fields for all existing warranties

+How It Works+

All audit fields are automatically populated when a warranty is created - no user action required. Open any Asset Warranty Card and navigate to the "Audit Information" group to view complete creation history.

Audit Fields Available:

  • Warranty Source: How the warranty was created (Added Manually, Item Consumption on Work Order)
  • Warranty Source No.: Primary source identifier (e.g., Item Category Code)
  • Warranty Source No. 2: Item number that triggered creation (click to open Item Card)
  • Created by Document No.: Work order number (click to open posted or unposted work order)
  • Created By: User ID who created the warranty
  • Created Date Time: Exact timestamp of warranty creation

Example - Item Consumption Warranty:

  • Warranty Source = "Item Consumption on Work Order"
  • Warranty Source No. = Item Category Code
  • Warranty Source No. 2 = Item Number (clickable)
  • Created by Document No. = Work Order Number (clickable)

Drill-Down Navigation:

Click "Created by Document No." to open the source work order (system searches posted work orders first, then unposted). Click "Warranty Source No. 2" to open the Item Card when warranty was created from item consumption.

+How It Does NOT Work+ Read-Only Fields:

  • ❌ Cannot manually edit any audit fields - all populated automatically by system
  • ❌ Cannot change Created By or Created Date Time to maintain data integrity
  • ❌ Cannot modify source information after warranty creation

Drill-Down Limitations:

  • ❌ Item drill-down only works when Warranty Source = "Item Consumption on Work Order"
  • ❌ Cannot drill down to items for manually added warranties
  • ❌ Work order drill-down requires valid work order number in system

User Resolution:

  • ❌ If user no longer exists in system, Created By field may be empty for upgraded records
  • ❌ User GUID to username resolution happens only during upgrade, not dynamically

+Upgrade Impact+

  • Extension upgrade automatically populates audit fields for all existing warranties
  • Created Date Time populated from system creation timestamp
  • Created By populated from user records where possible (empty if user no longer exists)
  • No data loss - all warranty data preserved
  • No manual intervention required

Copyright Dynaway A/S

Privacy Policy