REASON TRACKING

Know why changes happen in Business Central, not just what - With Reason Tracking

Understanding who changed what is good, but knowing why they did it is even better.

With Reason Tracking, BC X-RAY lets you prompt users to explain changes to critical fields, and stores those reasons for full traceability.

Reason Tracking in Business Central

In many ERP setups, you can track what was changed and by whom, but you’re left guessing why it was changed.

BC X-RAY solves this with its Reason Tracking feature.
It prompts users to enter a justification when editing critical fields, and stores that reason along with the change log.

Why it matters

Improves transparency

Helps with compliance and internal controls

Reduces the need for follow-up emails

Builds a full audit trail around business-critical data

How it works

1) You define which fields require a reason on change.

2) When a user edits such a field, a prompt appears asking for a reason.

3) The reason is saved together with the change in the BC Xray log.

4) You can search, view, and report on reasons later.

Features

Feature: Description:
Customizable triggers Choose which fields and tables prompt for a reason
Mandatory input Users must fill in a reason before proceeding
Visible in Cockpit Reasons are shown alongside changes in Field Changes Cockpit
Searchable Filter and report on changes by reason
Audit-ready Export change + reason data for compliance reviews

 

If you have any questions regarding BC X-RAY

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