Check part or vendor or customer history

You can check your company’s history with parts, customers, or vendors. Made2Manage automatically keeps history.

Knowing how many times a part has been ordered and at what price helps Sales write quotations and Purchasing work with vendors. The shop floor can look at past jobs to determine the average quantity produced, start times, and finish times.

To check item history

1. Open the page (for example, JO, SO, or PO) and find the information for which you want to check history.

2. On the Toolbar, click More Actions.

3. Select More Actions > Accessories > History.

   The History Screen (HIST) page appears.

4. Click the Lookup Reference at the end of the appropriate field if no part, customer, or vendor appears on the History Screen (HIST) page and select the part, customer, or vendor.

   • The Lookup For Part No. window appears.

   • The Lookup For Vendor window appears.

   • The Lookup For Customer window appears.

5. Select the row that contains the required part, vendor, or customer, and click Select.

   Click Cancel to exit from the window.

6. In the corresponding History Type list for parts and customers, select the kind of information to show.

7. On the Toolbar, click By Part No., By Vendor, or By Customer, as appropriate to view the history.

8. Double-click the number hyperlink in the Job Number column for more details.