Check Supplier or List History

Explanation

Use this activity to view the history of the suppliers on an approved suppliers list.

Approved suppliers lists define the purchase authorization process to use for parts in a purchase group on a particular site. Purchases initiated from purchase requisition lines or purchase orders can use the approved suppliers list. If suppliers are approved for the purchase group (and the site) in the approved suppliers list, purchases made from that supplier do not require authorization.

The history record will display all status changes for the supplier since it was added to the list. All dates entered for audits and approval expiration are also saved in the history. There are different ways to view the history. You can either start from an approved suppliers list, and then select the supplier of your choice to view its history, or view the history of the whole list. Another way is to view the history is by opening the Approved Suppliers List History window in the menu and query for the data you want to see. For example, you could query for a supplier's whole history throughout all approval lists.

If a supplier has been removed (deleted) from the list, you can still view the supplier's history on the approved suppliers lists. If you add a deleted supplier again to a list, the old history will also remain.

Prerequisites

• An approved suppliers list with the supplier must exist.

System Effects

There are no system effects for this activity.

Window

Approved Suppliers List, Approved Suppliers List History

Related Window Descriptions

Approved Suppliers List, Approved Suppliers List History, Approved Suppliers List History

Procedure

From the Approved Supplier List window:

1. Open the Approved Suppliers List window and query for the desired list.
2. If you right-click on the header and then click History, you will see the history for all suppliers on the list.
3. If you select a line in the list, right-click and then click History, you will see the history for that specific supplier on this approved suppliers list.
4. View the information.

From the Approved Suppliers List History window:

1. Open the Approved Supplier List History window and query according to the information you want to view, e.g., you can query for the complete history of a supplier on all sites.
2. View the information.