Dynamics GP Add-On Products and ISVs Reviews
Auditor by Rockton

Auditor by Rockton


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Product description | Top Expert Reviews | User Reviews | Forum Discussions

Description

Auditor is a data-change management tool which tracks field and record-level changes to the system by user. Auditor tracks old and new values of data fields, users who changed them, when they were changed, and optionally can require a note for users to explain why they made a change.

How this product helps

This product enables:

· Tracking data changes at the table level or screen level.

· Integration with any Dynamics GP 3rd-party product or customization.

· Sorting and reporting audits using the features of SmartList.

· Tracking both the old and new value of field changes.

· Electronically signing documents inside of Microsoft GP using E-Sign feature.

· Option to audit for specific GP User.

· Enables auditing of new record after a certain time has elapsed since creation. This prevents clutter in the audit record.

How Auditor Add On to Dynamics GP Features

1. Microsoft Dynamics GP’s Audit Trail: Option to set up the Audits at Table level.

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Rockton’s Audit Trail: Option to set up the Audits at table level or screen level.

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2. Microsoft Dynamic GP’s Smart View for viewing the Audit Results.

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Rockton’s Auditor displays the Audit Results in smartlist.

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3. Microsoft Dynamic GP to view the Old and new values which can be tracked in SmartView

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Rockton Auditor to view the Old and new values that are displayed together in Rockton auditor smartlist

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4. Microsoft Dynamic GP: View Details of changed record in GP Auditor.

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Rockton Auditor: View Details of changed record in Rockton Auditor.

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Which Requirements does this product help meet

Which Requirements does this product help meet

This third party product is referenced in case of following requirements:

· Auditing changes at the window level allows identification of the window used to make the change, along with capturing Notes and/or Reason Codes when changing a specific field.

· This product has a setup wizard for creating audits on Screen level or table.

Installation and configuration

Installation and Configuration

1. Copy the Audit.cnk and Audit.chm files included in the downloaded or unzipped software into your local Dynamics GP installation folder. clip_image016

2. Include the new chunk file code into Dynamics GP by launching Dynamics GP.

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3. If this is the first workstation on which you are installing, complete the Installation Wizard.

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4. Complete the Registration Process.

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5. Select System Settings to manage System Administrators who should be notified Tools >> Setup >> Auditor >> Auditor Setup

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6. Set up audits on Forms or Tables Tools >> Setup >> Auditor >> Audit Groups

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Features

Feature List

Track data changes at the table level or screen level.

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Setup wizard makes creating audits intuitive and easy.

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Integrate fully with any Dynamics GP 3rd-party product or customization.

Screenshot below shows Auditing on 3rd party product Omni Price

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Sort and report your audits using the features of SmartList.

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Track both the old and new value of field changes

· View old and new values in SmartLists

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· View old and new values in Audit Inquiry Window

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E-Sign: For electronically signing documents inside Microsoft GP.

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Website and Download

Website: http://www.rocktonsoftware.com/products.aspx?p=1


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