Friday, October 31, 2008

User who entered SOP Doc

Someone called today asking how to find who entered a sales order in Dynamics. This can simply be done by adding the User to Enter column on the Sales Transaction Smartlist.

Instructions as follows:
  1. Open Smartlist
  2. Open Sales>>Sales Transactions (10.0)
  3. Click column
  4. Choose Add
  5. Find User to Enter
  6. Choose OK

You should now be able to see the user ID that entered every order, invoice, quote, or return in SOP.

Happy Searching.

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