Reviewing History for a PO Line Item

Horizon keeps a log of all the activities that are performed on your purchase orders, including order, claim, cancel, receipt, invoice, and voucher activities. Horizon also records any activity that has been undone. This log provides you with a detailed audit trail for each item that you can refer to as necessary. You display item history by highlighting the item in the PO Line Item Detail window and clicking the History button.

Here is a sample PO Line Item History window:

This window shows each activity that has occurred on the item. It includes a description of the activity, the activity type, date, and transaction amount (if applicable). If the list is long, you may want to sort it to make it easier to review. To do this, click the Sort button. If there is other information you want to see, you can click the Display button to include the information. (For example, you can display the time each activity occurred.)

The activities that Horizon tracks are defined in the software as PO activity types. You cannot add or delete activity types, but you can change an activity type’s description and the number of days the activity is stored in the database. (For more information, see “PO Activity Types” in the Acquisitions Setup Guide.)

If you want, you can have Day End delete PO line item history daily, weekly, monthly, or annually. To have Day End delete PO line item history, add the Purge PO Line Item Histories (PurgPoL) process to the list of active processes for Day End. (For more information, see “Configuring Day End Parameters” in the “Maintenance and Day End” chapter of the System Administration Guide.)

To review history for a PO line item

1 Open the purchase order that contains the line you want to review.
2 In the PO window, highlight the line whose item history you want to review and click Item Detail.

Horizon displays the List PO Line Item Detail window.

3 Highlight the item whose activity history you want to review.
4 Click History to display the List PO Line Item History window.

This window shows each activity on the item, including the type, date, and the amount of the transaction, if applicable.

 


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