Microsoft Gold Partner Logo_edited.png
  • LinkedIn Social Icon
  • Twitter Social Icon
  • Facebook Social Icon
  • YouTube Social  Icon

Austin  |  Dallas  |  Houston  |  New Orleans  |  Nashville

Lanham Associates History Management



History Management

As a VAR, we periodically get calls from customers telling us that something in NAV has changed and they want to know if we can tell them who changed it. Thus begins the case of Who Dun It.

Unfortunately, my answer is usually no, we can’t tell who made the change. That doesn’t have to be the answer. You can use Change Log functionality that comes standard with NAV which is a good tool, but not only does it have to be turned on before changes are made, you have to dig through to review change entries. This means you have to filter on more than one field. This solution works ok but there’s a better answer; with History Management from Lanham Associates, it’s no longer a mystery and solving the case has never been easier.

Whether you need to track database changes for Sarbanes-Oxley compliance or just want the peace of mind of being able to back track changes at a moment’s notice, Lanham Associates History Management provides the ability to track changes and review them.


History Management is a lot like the Change Log functionality that comes standard in Microsoft Dynamics NAV. This big difference is the ease of review of changes. Change log requires you to go to the Change Log Entries screen and filter through entries to find the changes related to the change in question. Change Log does not allow you to see changes from the source. For example, if we have change log turned on for the Customer card and we want to see who has made changes, we have to go to the Change Log Entries and filter on the Customer and then the specific customer and then review entries.

History Management gives you the information where you need it, at the source. So if you are looking at a Customer card and the Credit Limit looks like it has been changed, just click on ‘History’ on the ribbon and review all insertion, modification, and deletion activities related to the customer. No filtering on Customer and no filtering on which customer to see the changes related to the customer.

Key Benefits and Features

  1. Detailed tracking of all changes to the database

  2. Complete visibility to version history of each table

  3. Installation and setup can be completed in less than an hour

  4. A “History” button close to the related field makes viewing history much easier than sorting through an extensive change log

  5. History Management is architected to minimize the space required to store historical data, resulting in low system overhead

The base module for History Management includes the engine you need to implement history. Tables to be used with this functionality are sold in blocks of 50.

Commonly used tables for tracking include:

  1. G/L Account

  2. Customer

  3. Vendor

  4. Item

  5. Sales Header

  6. Sales Lines

  7. Purchase Header

  8. Purchase Lines

History Management records changes with the following details:

  1. Username

  2. Date and Time

  3. The nature of the change that was made

  4. What fields were changed (including the Old and New values in the field)

  5. What type of change was made (Insert, Modify, or Delete)

Here’s a view on a Customer card showing a MODIFY where the Address 2 field and Last Date Modified Fields are updated.


What one customer has to say about History Management

“History Management is a must have when it comes to its capabilities. It offers the ability to track what has happened and when, for orders and other data, without negatively impacting system performance.”

Interested?

Contact sales@adv-usa.com or call us at 512-829-4000.