Reports
Order History Search
The Order History report is in two sections:
Order History Search: lets you see a historical list of orders for a specific job. The initial information is the order number, job and task name, supplier, the date the task was submitted and the status of the task. You can click the Order Number to see all action taken on the order and by whom. The report information can be filtered by supplier, job and status.
Order History Detail: report shows all action taken on an order and by whom. The report information can be filtered by supplier, job and status.
To generate the report:
Click the Supplier field and choose the desired supplier or all suppliers.
Click the Job field and choose the appropriate job name or all jobs for this report.
Click the Status field and choose the appropriate status or all statuses for the tasks on this report.
If necessary, change the value in the Max Rows field.
Click Generate Report.
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Click the appropriate order number to see the action taken on this particular order and the user’s name that took the action. |
Where does that come from?
Below is a list of information in the Order History report and where the information comes from.
Report Filters
Supplier - Allows the user to filter the report by supplier.
Job - Allows the user to filter the report by job.
Status - Allows the user to filter the report by order (PO) status.
Max Rows - Allows the user to limit the number of orders returned to the report.
Report Columns
Order - This is the PO# associated to the task. Click this hyperlink to see additional details.
Job / Task - This field shows the name of the job and the task the order is for.
Supplier - This field shows the name of the supplier of the goods or services for the task.
Submitted - The actual date the user started the task in BuildPro (not the same as the task start date). This field can be found in the History tab of the Order Detail page.
Status - This field shows the status of the order (In Progress, Complete, Cancelled, Skipped, etc).
