Viewing Pricing And Item Revision History
| Document Version | v.1 |
|---|---|
| Document Last Updated | 9/10/2020 |
| Software Version Documented | v.9.6.163 |
Overview
This document will cover how to review pricing and item revision history, whether it was a new item import or price changes at the order level or item level.
Viewing Item Revision History
This section will discuss where you can view your item revision history. Revision history includes the following changes:
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Application Import - Using our import tool to load new items or revise information to existing items in the application.
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Mass Maintenance - Using Mass Maintenance to make changes to a large group of your local or master inventory.
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Import from Master - Using our Mass Maintenance tool to import items from your master inventory into your local inventory.
To review your revision history go to Inventory > Inventory Manager > Revision History
Within the Revision History screen, you can select a specific date range
You can also flip between your local and master inventory to view revisions made to this data
While viewing the screen you can see it tracks every change made to items:
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Date & Time
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The User that made the changes
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The Update Name and any Comments
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Inventory Type
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New Standard, Buying & Selling Costs
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New Col 1- 6 Prices
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New UD Costs
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Stocked
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Non-Returnable
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Visible on the web
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Taxable
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Purchase & Selling Units
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Warehouse Message
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Product Types
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Discount, Velocity, UNSPSC, & Category Codes
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UD Classifications
If there were any changes to this information it will appear in yellow
Revert Revision Through History
In the scenario, you need to revert the changes that were made. You can revert back to the original data entered.
Just highlight the Modification Type you wish to revert and select ‘Revert’. Next, confirm the changes.
NOTE: When you Revert all changes made from that date until now will be reverted and can not be UNDONE.
All items will be crossed out and a comment with a timestamp and user information will be shown.
Viewing Item Price Change Log
To view changes to a specific item you can view the Item Price Change Log directly in a quote/order, RMA/RTV, or RFQ/PO.
To view the log while entry just right click on the item on the grid and select ‘Show Item Price Change Log’
If there have been any changes to the items an Item Log will appear. If not you will receive a message stating there is no item log, meaning there have been no changes ever made to that item.
When looking at the item log you will have several options to view all changes.
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Show All
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Show All Changed
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Show All Prices
Any changes will appear in yellow. You will also see the Modification Type. In the example above there was an inventory change, so the modification type is listed as Inventory Management Update.
You can also change the date range to view all modifications.
You can also change between your local and master inventory to view changes as well.
Here is another example of changes through the Application Import
Revert Revision Through Item Log
In the scenario, you need to revert the changes that were made. You can revert back to the original data entered.
Just highlight the Modification Type you wish to revert and select ‘Revert’. Next, confirm the changes.
NOTE: When you Revert all changes made from that date until now will be reverted and can not be UNDONE.
All items will be crossed out and a comment with a timestamp and user information will be shown.