Reports – Purchase Order History and Pricing
Applies to:
KeepStock
Inventory Scan
To display a list of orders:
- To view all Orders (open and closed) for your program(s), follow the menu path: Orders and Workflow > Orders > Orders.
- To view Open orders (orders not submitted to Grainger) for your program(s), follow the menu path: Orders and Workflow > Orders > Open Orders.
- To view Closed orders (orders submitted to Grainger) for your program(s), follow the menu path: Orders and Workflow > Orders > Closed Orders.
To search for orders:
If you want to select orders that have a shared attribute(s), enter search criteria in one attribute field, or a combination of attribute fields: The following describes how these fields select orders.
| Field Name/Attribute | Description |
|---|---|
| Program | If you manage more than one program, select a program to view orders for that program only. |
| Status | From a list of all orders, you can select Open or Closed orders |
| Type | Not relevant for orders search in release 2.0 |
| Order # | Enter the Order number. The system will locate any exact match in the order list. |
| On Hold: | Not relevant for orders search in release 2.0 |
| Resource: | Not relevant for orders search in release 2.0 |
| From: | Not relevant for orders search in release 2.0 |
| Ship to | Not relevant for orders search in release 2.0 |
| PO # | Enter all or part of the PO#., e.g., entering 123 will find “ PO123456” and “PO AB-123-8.” |
| P-Card Ref | Enter all or part of the Procurement card (P-Card) Reference number. |
| Department Number | Enter all or part of the Department number, e.g., entering 345 will find “ Dept345” and “Dept 99345." |
| Requisitioner | Enter all or part of the Requisitoner name, e.g., entering John will find “John Doe” and “Sam Johnson.” |
- Click the
button to display the results of your search.
To change the display of the search results:
- Use drop downs in the application to select:
- Number of orders to display per page
- Sort by predefined order attributes
- Sort in Ascending or Descending order
- Click the
button to change the display according to the criteria you selected.
To view order details including previous price:
- From any order search results screen, click on the order number.
- To view order header information, click on the Select View Mode icon.
- To view previous prices, click on the Print Preview icon
To view changes made to an order:
- Follow the menu path: Orders and Workflow > Orders > Order History.
- To find an order using an order number:
- Enter the order number in the Order# field.
- Deselect the From date check box.
- If you do not know the order number, enter a date range in the From and To fields to display all orders in that date range.
- Click the
button. - Order History provides detailed information by line:
- Date and time
- Order number
- Name of user and program
- Activity performed
- Item description
- Tax status
- Part#
- The “to – from” quantity, if quantity changes were made
