This section describes the specifics of accessing and interpreting the Invoice History report.
Opening the Report
You can open the report in the following ways:
- Go to Reports > Store > Merchandise > Deliveries and Invoices > Invoices > click invoice you are interested in > click the Invoice History button. For more information, see Viewing Reports.
- Go to Home Page > Pending Invoices > click invoice you are interested in > click the Invoice History button.
Viewing the Report
The Invoice History report s report provides advanced information on the selected invoice.
The report contains the following information:
- General invoice information:
- Invoice Type
- Vendor
- Date
- Shift
- Invoice ID
- Other Charges
- Total
- Created By
- Creation Date
- Accepted By
- Accepted Date
- Invoice Documents
- Detailed Invoice Information
- Quantity
- Cat #
- Category Description
- Cost
- Retail
- Profit
- GPM Range
Additional Actions
- To view more detailed information on the items in the category, in the report results, click this category. You can view the following details on the category:
- Qty
- Pack
- Size
- Category number
- CR Department number
- Price Group
- Promo Group
- Description
- Item number
- Unit Cost
- Extended Cost
- Retail Price
- Retail Extension
- Profit
- To view the invoice history, click the Invoice History button. You can view the following data in the invoice history report:
- Date
- Action
- Name
- Changes
- (For unaudited periods only) To append the invoice back to pending invoices, click the Append to Pending Invoices button.
- To save the invoice in XLS file, click the Download button.
