Purchase History Form

Sage ERP Accpac Purchase Orders 6.0

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$image\field_bt.gif$ Purchase History Form

The Purchase History form appears when you select Statistics and Inquires > Purchase History. Use this form to:

Review purchasing data that is kept by Purchase Orders when you use the Keep Purchase History option.
Select the Details button to see details of a select transaction.

You can also open this form using the History button in the Requisition Entry, Purchase Order Entry, Receipt Entry, Invoice Entry, Return Entry, and Credit/Debit Note Entry forms to check the purchase history for an item or vendor while entering a transaction.

The form displays all purchases and returns of items for the fiscal or calendar years and periods for which you keep history.

Click these icons for information about using the buttons:

$image\ebx_-529885504.gif$ Finder

Drop-Down Lists

Before using

Select the Accumulate Purchase History option in the P/O Options form.
Specify the type of year and period by which you want to accumulate purchase history.

To review purchase history

Select Statistics and Inquiries > Purchase History, or click the History button in a Purchase Order transaction-entry form.
Select whether to sort by Item Number or Vendor Number.
If you use multicurrency accounting, choose Functional Currency or Vendor Currency.
Type the item number or vendor number, or select it from the Finder.
Click the Go button ( ) or press the F7 key.
To view the transaction details for an item or vendor entry, double-click on the line for which you want more information, or select the line and click the Details button. The Purchase History Detail form appears.
For applicable transactions that appear in the Purchase History Detail form, you can select the entry in the grid and click the Serial/Lot Numbers button to display the serial and/or lot numbers in the specified transaction.

To view purchase history for a range of item numbers, vendor numbers, and reporting periods

Choose the Purchase History icon from the P/O Analytical Reports folder, or click Print on the File menu on the Purchase History form.
Print the Purchase History report.

To view the details of a transaction

Click the Details button while reviewing history to see the details of the transactions posted for a particular vendor or item number.

Click the Close button in the detail form to return to the main Purchase History form.