Look Up Purchase History
Overview
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.
You can use the form to display all items ordered from a vendor, or to display all vendors who supplied an item.
The form displays all purchases and returns of items for the fiscal or calendar years and periods for which you keep history.
You can open the Purchase History form in two ways:
-
By selecting it using the Purchase History Inquiry icon in the P/O Statistics and Inquiry folder.
-
By selecting the History button in the Requisition Entry, Purchase Order Entry, Receipt Entry, Invoice Entry, and Credit/Debit Note Entry forms when entering a requisition, PO, receipt, invoice, return, or credit/debit note.
To look up purchase history:
-
Open Purchase Orders > P/O Statistics and Inquiries > Purchase History.
Click here for help on Purchase History fields.
Click here for help on Purchase History detail fields.
-
Select the range of year and period for which you want to see purchase history.
-
Choose:
-
Vendor — to view all of the items ordered from and returned to a particular vendor.
-
Item Number — to view all of the vendors who supplied a particular item.
-
Choose your functional currency or the vendor currency, if you have a multicurrency system.
-
Click the Go button (
).
If you chose Vendor, above, 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.
-
Highlight a line and click the Details button for more information on the source document.