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(06.24.01-00) Purchase Order: Change History

Content was last updated in 06.23.07-00

Revision History

  Version No.

  Reference No.

  Changes

  06.23.07-00

  None

  Content relevant to Purchase Order added as sub-topic.

In Purchase Order, the user can view the Purchase Order History which will display Header Level and Line Level History using the feature Purchase Order History, which can accessed by selecting the Purchase Order History Icon (as shown below ) from within the PO window.

On Clicking the Purchase Order History icon, R2 will display the PO History dialog box with the header level change history ( as shown below)

  • The Action column will display the field in which the changes have been made.

  • The Change column will display the value before making changes to the corresponding field

  • The Who column will display the name of the employee who has made the changes

  • The When column will display the date and time on which the changes have been made

You can also search the change history for a purchase order using the fields Action, Who and When.

The header level change history for Purchase Order will be updated based on the changes in the following fields :

Purchase Order

Field

Information Tab

Site

Contact

Approved Status

Req. Date

Project #

Shipping Tab

Contact

Ship To

Shipping Method

Drop Ship (Check Box)

Pick-Up (Check Box)

Tracking No.

Sub Rental Tab

Receive From Vendor

Deliver to Show Site

Pick-Up from Show Site

Return to Vendor

Managed By

Sub Total Tab

Profit Center

Tax Region

Terms

Discount(%)

 

Approved By

 

Released By

To View Line Level Change History for Purchase Order

In Purchase Order history dialog box, click on the Line History icon to display Change History dialog box ( as shown below) which will display  Line level change history .

The Purchase Order Line Level columns  will be displayed along with the columns Action , Employee and Modified Date.

  • The Action column will display the type of action performed for the line.

  • The Modified Date column will display  the date and time on which the changes has been made.

  • The Employee column will display the name of the employee who has made the changes

  • The column values for each action will display the modified value for the line.

The line level change history for Purchase Order will be updated based on the changes in the following fields:

Field

Vendor SKU

GL code

Duration

Unit

Qty

Rec.Qty

Approved Qty

Price

Discount(%)

Req.Date

Bill to Contract

 

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