Document Versioning in ERPNext
In ERPNext, Document Versioning is a feature that tracks every change made to a document. It records what was changed, when it was changed, and who made the change.
This is especially useful for audits and compliance, where maintaining a complete change history is important.
How to Enable Document Versioning
For example, to enable version tracking for Purchase Order, follow these steps:
- Go to the Purchase Order list.
- Click on the dropdown menu and select Customize.
- You will be redirected to the Customize Form page.
- Enable the Track Changes checkbox under properties.
Once enabled, all future changes made to Purchase Orders will be automatically tracked by the system.
Version Log
For every document where versioning is enabled, ERPNext creates a Version Log.
This log contains a history of all changes made to the document.
You can open any version entry to view detailed field-level changes, including old and new values.
Benefits of Document Versioning
- Maintains a complete audit trail of changes
- Helps in compliance and accountability
- Improves transparency in document updates
- Allows easy rollback understanding through history tracking
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