New functionality currently in Beta
This article contains either new or updated functionality that is not generally available at this time.
The Minimum Order Threshold Audit Report tracks and displays any modifications to the Minimum Order Threshold set for a Company or Supplier within a specified date range. It provides clear visibility into the changes, including the date and time of the modification and the user responsible for the change.
To run the report:
- From Stock Manager, click Ordering and select 2. Minimum Order Thresholds. Alternatively, from Order Editing, click Min. Order Thresholds.
The Minimum Order Thresholds window is displayed.
- Click Select View and select either Supplier or Company.
- Select the relevant Supplier/Company. If required, click Find and search for the Supplier/Company by Name or Code.
- Click MOT Audit.
The Minimum Order Threshold Audit Report window is displayed.
- Specify the Starting Date and Ending Date to report on. The default date range is the last 30 days.
- In the Report Options panel, select the change types to report on.
- Status
- Edit $ Value
- Edit Quantity
- Edit Note
By default, all change types are included.
- Click OK to run the report.
The Minimum Order Threshold Audit Report is displayed.