Check the history of a part, vendor, or customer

You may want to check history for a part or vendor so you can better anticipate purchasing needs.

To check the history of a part, vendor, or customer

1. Open the History Screen (HIST) page.

   • Select Production Management > Master Data > History Screen.

     Or

   • Search for HIST in the Navigation box and then select History Screen.

     The (HIST) page appears.

2. In the Facility list, select Default.

   Default is the only facility available in the list.

   The Facility list will only be available if you have Multi-Facility/Multi-Site enabled within your company.

To display a part’s history:

1. Click the Part No. lookup reference.

   The Lookup For Part No. window appears.

2. Select the row that contains the required part number, and click **Select**.

    Or double-click the row that contains the required part number.

    Click **Cancel** to exit.

    The **Part No.** gets enabled and the selected part number from the **Item Master** is populated in the **History Screen (HIST)** page.

3. In the History Type list, click the type of information you want to display.

The following part number search options are available in the **History Type** list:

• Sales Orders - See “History Type - Sales Orders”

• Job Orders - See “History Type - Job Orders”

• Purchase Orders - See “History Type - Purchase Orders”

• Quotes - See “History Type - Quotes”

• RFQ Summary - See “History Type - RFQ Summary”

• Request For Quotes- See “History Type - RFQs”

• RMAs - See “History Type - RMAs”

5. On the Toolbar, click By Part No.

   The details of the selected part based on the History Type is listed in the lower panel of the page.

6. To display the vendor history:

   1. Click the Vendor lookup reference.

      The Lookup For Vendor window appears.

   2. Select the row that contains the required vendor, and click Select.

      Or double-click the row that contains the required vendor.

      The Vendor gets enabled and the value is displayed in the field.

   3. On the Toolbar, click By Vendor.

      The details of the selected vendor number is listed in the lower panel of the page.

7. To display the customer history for sales orders:

   1. Click the Customer lookup reference.

      The Lookup For Customer window appears.

   2. Select the row that contains the required customer, and click Select.

      Or double-click the row that contains the required customer.

      The Customer gets enabled and the value is displayed in the field.

   3. In the History Type list, select Summary or Detail for the selected customer.

   4. On the Toolbar, click By Customer.

      The details of the selected customer number based on the History Type is listed in the lower panel of the page.

      To display additional history, double-click the item in the bottom half of the page.

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