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Debtor Transaction Change History

Change history for individual transaction activities performed within Tourplan NX can be viewed. This can be seen via the audit view available at the transaction level. Change history shows what (if anything) was changed, the date and time the change was made, and who made the change.

Before the transaction change history can be seen, the functionality must first be setup in Code Setup > INI Settings > System via the TRANSACTION_AUDITING setting. This can only be actioned by users with sufficient user permissions to grant access to Tourplan NX code maintenance and should not be done without consultation from your Tourplan system administrator. For full details relating to INI settings, see the System Setup User Manual.
Organisations wanting to take advantage of the change history functionality should be aware that the recording of ALL the transaction activity with Tourplan NX will result in significant data storage requirements.

When in use within Tourplan NX, a Change History tab will be visible during the following processes:

  • Debtor Transaction Audit.

  • Creditor Transaction Audit.

  • General Ledger Transaction Audit.

About Change History Tab

Debtor Transaction Audit

The process is actioned as normal until the Debtor Transaction Audit Screen (see Debtors Transaction Audit). At which point an additional Change History tab will be available. Within this tab key information about the transaction history will be displayed.

NOTE: A Debtor Transaction Audit can also be actioned via the General Ledger if in use.

Change

The type of change that was made to the transaction during the recorded activity - see the Change Types definitions table below for a full list.

Date Changed

The date and time of the recorded change activity.

Last Worked By

The name of the user who performed the change activity.

Value

The total value of the receipt at the point when the change activity was saved.

Tax

The total tax value of the receipt at the time the change activity was saved.

Line Count

The total number of transaction lines in the receipt at the time the change activity was saved.

NOTE: Other columns available are Last Worked Date, Totals Lines, and Future Cash. Refer to Change Default Column Headings for information on changing column headings.

 

Change Types

Change Definition
Transaction Created Details of the transaction when it was first created.
Lines Added Transaction Lines were added.
Lines Removed Transaction Lines were removed.
Value Increased The 'Value' amount has increased.
Value Decreased The 'Value' amount has decreased.
Tax Increased The 'Tax' value has increased.
Tax Decreased The 'Tax' value has decreased.
Commission Increased The 'Commission' value has increased.
Commission Decreased The 'Commission' value has decreased.
Commission Tax Increased The 'Commission Tax' value has increased.
Commission Tax Increased The 'Commission Tax' value has decreased.
Journal Credit Increased The 'Journal Credit' value has increased.
Journal Credit Decreased The 'Journal Credit' value has decreased.
Journal Debit Increased The 'Journal Debit' value has increased.
Journal Debit Decreased The 'Journal Debit' value has decreased.
Cash Allocated Cash has been allocated.
None Detected A 'Save' was performed but no change to the invoice values was made, e.g. a description was updated.
TRL Lines Added A TRL has been added e.g. commission or tax.
TRL Lines Removed A TRL has been removed e.g. commission or tax.
Futures Changed A date has changed on a transaction, e.g. The booking date for an AP Invoice line has been change to a different accounting period.