- As a provider, how it is possible to find out who placed a certain order?
- As a provider, how it is possible to find out who placed a payment for an order?
There are records on the order Status History tab (the Order Log in Business Automation (BA) 5.4), but you cannot always rely on them - for example, since BA 5.5, the user "system" is shown for renewal orders if an order was placed by the Provider's staff member.
To find out which user placed an order, check an event log:
BA 5.5 and later: Home > Operations > Tasks
BA 5.4: Home > Configuration Director > Event Manager > Event Log
Search by Event Type 'Order Placed' (or 'Renewal Order Placed' for renewal orders) and Parameter 'OrderID' (an Order ID should be used, not Order Number), then check the User. For example:
This renewal order with id 89945 was placed by user with ID 1 (admin).
Similar method can be applied if provider wants to know who placed a payment for an order.
When checking event log, search by Event Type 'Payment Placed' and Parameter 'DocID' then check the user.
If you see a user with ID -1, this means the order was placed from the online store (sales orders) or automatically by the system (automatically generated renewal orders for the subscriptions with autorenew set to "On").
Feature request PBA-53644 exists to add the field in order that shows who placed it.