Price Book Changes History Report

This section describes the specifics of accessing and interpreting the Price Book Changes History report.

The report's functionality is permission-based. Before you start working with the report, make sure the following permissions are granted to your users:

• Price Book Changes: Grant this permission to the user to allow opening the report and viewing its data.
• Edit the Price Book Changes History Report: Grant this permission to the users to allow working with the report and editing its data.

  

For more information on how to grant a permission to the user, see Roles and Permissions Management.

Opening the Report

You can open the report in one of the following ways:

• Go to Price Book > Dashboard and then click Price Book Changes History.

  

• From the main CStoreOffice® page, go to Item Updates, click your station, in the Cash Register Updates Manager form, go to the bottom of the Changes section and click View Price Book Changes History.

  

Working with the Report

After opening, the report displays the price book changes made both on the global level and for each separate location. By default, the following event data on the price book changes from the beginning of the current month to the current day is displayed:

• Date
• User
• Process
• Count Items

  

You can perform the following actions with the report:

• Viewing Report for Specific Period
• Viewing More Details on Each Change
• Undoing Changes

Viewing Report for Specific Period

To view the report data for the period you are interested in, select this period manually using calendar or use one of the following filtering options and then click the Refresh button:

• Custom Date
• Yesterday
• Current Month
• Current Quarter
• Current Year
• Last Month
• Last Quarter
• Last Year
• Last 12 Months

Viewing More Details on Each Change

To view more detailed information for the specific event, in the Price Book Changes History table, click the row for this event.

The Event Details table displays the following information:

• Action
• Type
• Object
• Changes

  

Undoing Changes

To undo the price book changes, do the following:

1. In the Price Book Changes History table, select any change you need to cancel.
2. At the top of the Price Book Changes History table, click the Undo button.

   

3. Wait until the changes are cancelled and corresponding successful message appears.
4. Make sure the changes are cancelled. Refresh the Price Book Changes History table, find the cancellation event and then click it.
   Result: The Event Details table displays the cancelled event marked as DELETE in the Action column.