Maintaining cashflow history
Planon ProCenter enables you to keep track of changes made to fields individual fields belonging to cashflow, cashflow account, and cashflow assignment by enabling the History functionality. This includes the user who changed the value in a field, the old and new values of the field and the time and date at which the value was changed. Your application manager can enable an automatic History option for individual fields in Field definer.
If automatic history has been enabled, any modification to a field’s value will be saved automatically and can be viewed as follows:
Procedure
1. Go to History > History - Cash flow assignment > .
2. From the list, select an item to view the changes.
3. To manually add History - Cash flow assignment, click Add on the action menu .
4. Select an assigned cashflow from the list and click Save.