NSC | How to track if there are any changes made by a User in an Invoice?

Users can track UI changes made by a user in an Invoice by creating a Saved Search.

Here are the steps users can take:

1. Navigate to Reports > Saved Searches > All Saved Searches > New  

2. Search Type: Select Transactions

3. Title: Enter Name

4. Click Criteria > Standard

5. Mark the Use Expressions checkbox

6. Add the following filters:

Parens | Filter | Parens | And/Or

Type = Invoice | And

Main Line = True | And

( | System Notes Fields… = Context = UI | And

System Notes Fields… = Type = Change | )

7. Under the Results, add the following fields:

Field | Summary Type | Formula

Document Number | Group

System Notes Fields… = Set by | Group

Formula (Numeric) | Sum | CASE WHEN {systemnotes.newvalue} <> {systemnotes.oldvalue} AND {systemnotes.context} = 'UI' AND {systemnotes.type} = 'Change' THEN 1 ELSE 0 END