Timeline

In the world of ERPAG documents, keeping track of changes can be a real challenge. That’s where the timeline feature comes in. It’s like a history book for your documents, showing you every change made over time. This feature makes it easy to see who did what and when, helping teams stay organized and on the same page.

Let’s take a closer look at how this simple but powerful tool makes managing documents a breeze.

  1. Event Log: The ERPAG’s timeline feature maintains a chronological log of all document-related activities. Each activity is recorded with a timestamp, user identifier, and description of the action taken (e.g. creation, deletion, update).
  2. User Tracking: The timeline feature identifies the user responsible for each change. This helps to promote accountability and enables users to communicate with each other regarding specific modifications.
  3. Document Versioning: The system tracks different versions of the document over time.
    When changes are made, a new version is created, allowing users to revert to previous versions if needed.
  4. Visual Representation: The timeline is presented in a visual format, as a graphical representation of a chronological list – to make it easier for users to understand the sequence of events and changes.

UNDO

In ERPAG, the undo feature is designed to revert changes for documents that haven’t caused any system-wide alterations. This means that if a document has led to changes that are reflected across the system, the undo feature won’t be applicable. It’s important to exercise caution when using the undo feature, particularly if your operations involve automatic processes or integrations with other systems like e-commerce platforms.

Here’s how the undo feature works in ERPAG:

  1. Document Changes: When you make changes to a document in ERPAG, such as a sales order or a purchase order, those changes are typically reversible using the undo feature as long as they haven’t triggered any widespread modifications throughout the system.
  2. Limited Scope: The undo feature is limited in scope to changes that are contained within the document itself and haven’t propagated to affect other areas of the system. This ensures that reverting the document won’t cause unintended consequences elsewhere.
  3. Exercise Caution: Users must exercise caution when using the undo feature, especially if their operations involve automated processes or integrations with external systems like e-commerce platforms. Reverting a document could potentially disrupt these processes or lead to inconsistencies in data.
  4. Manual Review: Before utilizing the undo feature, it’s advisable to manually review the document and its associated changes to ensure that reverting it won’t have any adverse effects on other system components or integrations.
  5. Documentation and Training: Proper documentation and user training are essential to ensure that users understand when and how to use the undo feature safely. This helps prevent accidental reversions that could impact business operations.

By emphasizing the limitations and potential risks associated with the undo feature, ERPAG encourages users to approach its use thoughtfully and responsibly, particularly in scenarios where automated processes or integrations are involved. This helps maintain data integrity and system stability while providing users with the flexibility to correct errors or make adjustments as needed within the confines of the document.

Use cases for UNDO in ERPAG

  1. Document Editing: After making changes to a document such as a sales order, purchase order, or invoice, users may realize they’ve made a mistake or need to revert to a previous version. The undo feature allows them to quickly roll back these changes without affecting other system components.
  2. Inventory Adjustments: If incorrect inventory adjustments are made, users can use the undo feature to revert these adjustments, ensuring that inventory levels are accurately maintained.
  3. Production Orders: In manufacturing scenarios, if changes are made to production orders that need to be undone due to errors or adjustments in production plans, the undo feature provides a way to revert these changes.
  4. Financial Transactions: Users may need to undo financial transactions such as payments, receipts, or journal entries if they were entered incorrectly or need to be revised.
  5. Inventory Transfers: If incorrect inventory transfers are made between warehouses or locations, users can utilize the undo feature to reverse these transfers and correct any discrepancies.
  6. Work Order Operations: In the context of work orders, if operations are incorrectly completed or need to be revised, the undo feature allows users to revert these operations and make necessary adjustments.
  7. Resource Planning: Changes in resource allocation or scheduling, such as assigning tasks or adjusting production schedules, can be undone if needed to revert to a previous state.
  8. Customer and Supplier Management: Users may need to undo changes made to customer or supplier records, such as contact information updates or credit limit adjustments, if they were entered incorrectly or require revision.

These use cases illustrate how the undo feature in ERPAG provides User’s with flexibility and control over their operations by allowing them to easily reverse changes and correct errors without causing disruptions to other system functionalities.

Simple workflow:

Let’s walk through how to use the Undo feature:
Start by accessing the document, such as “Stock Adjustments.”
Next, perform an action, like increasing the quantity (QTY) and selecting “SURPLUS.”
You’ll notice this action appearing in the timeline.

If you realize that this action was incorrect and needs to be undone, simply click the red undo button associated with the action.

Confirm the action, and the changes will be reverted.

Every action is logged in the timeline, providing a detailed record of changes for each document.

UNDO is Time Sensitive

The undo feature in ERPAG is undeniably a valuable tool, yet its effectiveness is inherently time sensitive. As with many aspects of business operations, timing is crucial. Once a document is altered or a transaction is processed, the window of opportunity for utilizing the undo feature begins to narrow. This time sensitivity underscores the importance of swift action and careful consideration when determining whether to undo changes within ERPAG.

In the dynamic realm of business, decisions are often made rapidly, and errors can occur in the blink of an eye. When a mistake is recognized, having the ability to swiftly revert to a previous state can be invaluable. However, the effectiveness of the undo feature diminishes as time passes. Documents evolve, transactions trigger subsequent actions, and the system adapts accordingly. Attempting to undo changes after a significant period may result in unintended consequences, as other processes may have been initiated based on the altered data.

Therefore, users must act promptly when identifying errors or discrepancies within ERPAG. The sooner a mistake is rectified using the undo feature, the greater the likelihood of mitigating any potential disruptions or discrepancies within the system. Time sensitivity emphasizes the need for vigilance and proactive monitoring of document changes and transactions within ERPAG. By promptly addressing issues and utilizing the undo feature judiciously, users can maintain the integrity of their data and uphold operational efficiency within their organization.


That’s why we’ve also introduced user control for the UNDO option.

Start NOW

Read More

Related Posts

Change Document Date

Change Document Date

In ERPAG, the document date change feature allows users to modify the date associated with various documents within the system. These documents can include sales orders, purchase orders, invoices, bills, receipts, and other transactional records. The document date...

read more
General Data Protection Regulation (GDPR) in ERPAG

General Data Protection Regulation (GDPR) in ERPAG

Until few years back, GDPR strictly meant Gross Domestic Product of Region. But, since 2016 (in Europe) and 2018 (in California, USA) GDPR abbreviation got a new meaning - General Data Protection Regulation. The goal of GDPR is to give you more control over how your...

read more
Change log 05/29/2023

Change log 05/29/2023

The biggest change we developed is Automatization and Customization. This change is a huge milestone for us, and we will publish individual instructions for using the new features in the upcoming period. This module is divided into individual wholes: JSON Designer -...

read more