If you use the Accumulate Purchase History option, you can view sales history, and drill down to transactions for the years and periods for which you keep data. More...
- Select the Accumulate Purchase History option in the P/O Options screen.
-
Specify the type of year and period by which to accumulate purchase history.
Note: Purchase Orders accumulates purchase history after you select these options.
To look up purchase history:
- Purchase Orders > P/O Statistics and Inquiries >
Purchase History.
Tip: You can also open the Purchase History screen using the History button when entering documents in the transaction entry screens.
- Select the range of year and period for which you want to see purchase history.
- Specify whether to sort by item number or vendor number. More...
- Choose your functional currency or the vendor currency, if you have a multicurrency system.
- Click the Go
button or press the F7 key. - To view the transaction details for an item or vendor entry, double-click the line for which you want more information, or select the line and then click the Details button. The Purchase History Detail screen appears.
- For transactions that include serialized or lotted items, you can select the entry in the table, and then click the Serial/Lot Numbers button to display the serial and/or lot numbers for the selected entry.
If you chose Vendor in step 3, the program lists all of the item details on invoices or returns for the vendor.
If you chose Item Number, the program lists all of the invoices and returns on which the item that you specified appears.
To view the details of a transaction:
- On the Purchase History screen, click Details while reviewing history to see the details of the transactions posted for a particular vendor or item number.
- Click Close to return to the main Purchase History screen.