Transaction log (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Inquiries > Transaction log.

Use this form to view transactions that have been made in the Sales and marketing module. Transaction logs provide historical information about when and by whom transactions were made.

You can activate transaction logging for specific record types that are considered important for the sales and marketing area. Click Sales and marketing > Setup > Sales and marketing parameters. In the Sales and marketing parameters form, in the left pane, click Transaction log. Database record types that are selected in the Track changes for field group are logged automatically.

Tip

The management-statistics graphs can present data from the transaction log. This lets you monitor different types of activities. For more information about activities, see Create an activity.

Navigating the form

The following tables provide descriptions for the controls in this form.

Filters

Filter	Description
Show all	Select this check box to view all logged transactions.
From date	Enter the earliest date for which you want to view logged transactions.
To date	Enter the most recent date for which you want to view logged transactions.
Worker	Select the worker whose transactions you want to view.

Tabs

Tab	Description
Overview tab	View an overview of the filtered logged transactions. You can view the following information: The date and time on which the transactions were logged. The table, reference number, and action that resulted in the log entry. The worker who performed the action.
General tab	View details about the transaction that is selected on the Overview tab.

Overview tab

View an overview of the filtered logged transactions. You can view the following information:

The date and time on which the transactions were logged.
The table, reference number, and action that resulted in the log entry.
The worker who performed the action.

General tab

View details about the transaction that is selected on the Overview tab.

Buttons

Button	Description
Details	Open the form that contains the transaction data that was logged. For example, if the transaction was a name change in the Prospect details form, select the Details button to view information about the change.

Fields

Field	Description
Date time	The date on which the action was logged.
Log type	The transaction type that the event is attached to.
Action	The type of action that was most recently applied to the transaction.
Reference number	The voucher number for the related ledger transactions. The voucher number is determined by the voucher series as it is defined in the Number sequences form.
Primary description	The primary description of the event in the transaction log.
Secondary description	The secondary description of the event in the transaction log.
Reference date	The date of the transaction. For example, if the logged transaction is an appointment, the reference date is the start date of the appointment.
Name	The name of the party record as it is listed in the address book.
Contact ID	The identifier that is assigned to the party record.
Contact ID	The identifier of the contact person for the transaction.
Name	The name of the contact.
Sales unit	The team of sales representatives, or sales unit, that is responsible for this transaction.
Worker	The worker who performed the logged transaction.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).