Viewing Document or Item Events
Document events show what processes a document has been through, e.g. when the document was created, when it was authorised, etc. It is possible to view events both for the document and individual item lines on a document.
Viewing Document Events
- To review the processes a document has been through, click the View Events icon at the top of the document.
- The Document Events window is displayed with each event showing the date, time, and event owner. Scroll down to view further events.
- Click Close.
Viewing Item Events
The same process can be carried out for individual item lines within a document. This is achieved by clicking the View Events icon on the right-hand side of the line.
As with viewing documents, any line events are shown. Each event shows the date, time, and event owner.
When viewing item lines, it is also possible to view any related documents by selecting the Links tab.
If a line or document has been cancelled, the links are not visible.
This is particularly useful if you want to see which documents relate to a specific purchase.