Tracking Operations & Errors
CATS keeps a log of many activities in CATS, including transaction and error logs. These tracking reports can be useful for process review purposes. They can report all operations and activity history for a specific contract, location screen etc. It can also be useful tool to find incorrect operations that have been done.
The following operations are tracked:
- Code changes - Accounts, Grades, Terms, Payment Terms, etc.
- Quantity changes - On location screens or contracts.
- Allocate/Recover allocation.
- Create a contract confirmation.
- Select/Un-select inventory on an invoice.
- Post/Unpost an invoice.
- Changes to system settings.
Tracking File Maintenance
Go to Maintenance > General Maintenance > Tracking File Maintenance.
To view the transaction file, click the circle next Transaction Log. Enter the date range and press View Log to proceed.
Keep in mind any user can view the transaction log, but only a CATS supervisor can view the error log.
Once viewing the tracking scan, you can use the top menu items to Search for a specific file. You can also click on the bold column heading(s) to sort.
Use HTML to print the report, or Download to save it.
Tracking Reports
Another way to access the tracking report is to use the tracking report. Each line item on this report represents an action taken in the system by a user.
Go to Position Reports > Tracking.
Select the tracking report format and use the Modify button to make changes to filters on the report.
You can also select columns and order as you would on any regular report. When you have finished, press Print to print the file.
Choose the print preference for the selected report.
View the tracking report.
