Tracking Changes

You can keep track of field changes every time you load data into the destination tables. The Conflicting Information folders under each module provide historical information about field validations. When field tracking is enabled, the worksheet indicates what has changed between the source (as it keeps being updated during the migration) and what is currently in the final destination.

The Info Page first checks if there are differences on the tracked fields between the STG and FINAL tables for each unique primary key:

  • Fields that exist in both tables and where the tracked fields do not have any changes will be updated automatically.

  • For fields that exist in both tables and where the tracked fields have changes, the versions from both the FINAL and STG table will be sent to the HIST table and you will be able to choose which version to keep.

    Note:  The FINAL table is the version that is kept by default.

  • Fields that do not exist in the destination will be inserted into the FINAL table.

  • Fields that no longer exist in the source will have the Import Flag in the FINAL table set to 0.

In their respective worksheet, the groups have a color scheme to help you identify the issue with the primary key:

  • If red (Color Flag = 3), this means the tracked fields have different values and that combination has not been validated yet.

  • If green (Color Flag = 1), this means the tracked fields have different values and that combination has already been approved.

  • If yellow (Color Flag = 2), this means the tracked fields have different values and that combination has already been approved but there are differences in the non-tracked fields.

Worksheets have Data Entry enabled. If you need some information from the STG table and other information from the FINAL table, you can copy the data from one and copy it to the version you want to keep.

To activate field tracking:

  1. Navigate to Info Pages to Control Work Flow > Field to Track by Table.

  2. Open the Field to Track by Table worksheet. This worksheet controls which fields the Info Page tracks and sends the rows to the HIST tables.

  3. Expand the group and set the Track Flag to 1 for each field as appropriate to enable field tracking. It is 0 by default.

  4. Open the worksheet where you want to update the data and change the value(s) that you are tracking.

    In our example, we enabled change tracking for the Currency field in the PINVOICE module under BIS. We opened the Purchase Invoices worksheet to edit the Currency.

  5. In DataSync, run Extraction 1 to get the new data from the source ERP.

    1. Select the extraction in the list and click the Run Extraction Now icon.

    2. Click Run.

  6. Reload the data using the Info Pages using the Load to Respective Table section. This will capture the changes and will generate an historical record if you did change data for a tracked field.

  7. Open the Conflicting Information worksheet for the appropriate module to look at the difference and choose between the STG record and the FINAL record. Reload the data using Info Pages using the Update FINAL with Flagged row from HIST table section.