Document History for Purchasing Documents

As a requester, category manager, buyer, approver or supplier you can track all actions taken on a purchasing document. Use the Document History page to view a sequential list of all actions that were performed on a given purchase agreement or purchase order.

You can view document history from the Purchase Agreements work area, Manage Agreements task, or the Purchase Orders work area, Manage Orders task. To view the page, open a document and either click the Status link or select the View Document History action.

Document History Information

The information you can view on the Document History is organized into three tracking levels:

1. The header and status information for the original document.

2. Actions taken on the original document. For example, Request Acknowledgment, or Change Order.

3. Actions taken on change orders. For example, Submit.

History information you can view for a document includes:

• Document header information, such as: buyer, supplier and supplier site, procurement business unit, document number, and status.

• Action performed.

• Performed by party and name.

• Action date.

• Additional Information.

Document history actions you can view include:

• Approvals (For example: Submitted, Approved, Rejected)

• Changes (For example: Change Submitted, Pending Change Approval, and Change Approved)

• Other Actions (For example Canceled, Returned, or Reassigned)

Action Details

When you click an action link on the page, you can open additional pages to view further action details. For example:

• Click a purchase order number link to view the order.

• Click a change order link to view the change order page.

• Click a submit action link to view the approval path for the document, including any approval actions already taken.