Reports
Order History Detail
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 Show Orders.
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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
Order# - PO number selected from the previous page.
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.
Request Date - Start date of the task sent to the supplier for when to begin work or deliver materials.
Order Status - Status of the order.
Report Columns
Date - Date the action occurred.
User - User responsible for the action.
Action - Action occurring to the order.
Description/Notes - Notes associated with the order.
