Database view containing batches and the name of clerks who entered and posted them

Description of Issue

Client needs the database view of batch numbers and the name of clerks who entered and posted them.

Context
  • Tyler Reporting Service Views

  • SSRS Reports

  • Invoice Batches

  • Data Dictionary

  • Enterprise ERP version 2019 and above

Cause

View database columns show derived in Enterprise ERP

Resolution

To view this information in Enterprise ERP, follow the steps below:

  1. Navigate to Enterprise ERP Menu > Financials > General Ledge Menu > Journal Entry/History > Journal Inquiry/Print

  2. Search for Journals with API as the source.

This information is not available in any TRS view, however the following query using tables yield the same results as the Journal Inquiry/Print program:

SELECT

L.[Year],

L.[Period],

L.[JournalNumber],

L.[Source],

J.EntryDate,

L.EntryClerk,

J.PostedDate,

J.PostingClerk

from JournalLineItems as L inner join Journals as J

on J.[Year] = L.[Year]

and J.[Period] = L.[Period]

and J.JournalNumber = L.[JournalNumber]

where [Source] = 'API'

order by [Year] desc, [Period] desc, [EntryDate] desc

Additional Information