Read an order's history
Send and amend an approved order, then read every recorded change in its history.
For supervisors
Sarah Hughes is signed in with only the Supervisor role and a recent security check. HP-PO-01001 is approved for two hours of machine calibration. She records how it was sent, amends it to one hour and approves the amendment.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Read an order's history
- Open the approved orders
Open the approved orders.
Sarah uses her Supervisor role to record a supplier communication. A recent security check is required.
- Check the approved calibration order
Check the approved calibration order.
Open HP-PO-01001 and check the approved revision. It authorises two hours of machine calibration. Downloading or printing its document does not record a send.
- Record a communication already made
Record a communication already made.
In this scenario Sarah has entered the approved order in Calder Fixings' supplier portal and retained its acknowledgement. Record that completed communication here; this button does not contact the supplier.
- Choose the supplier portal
Choose the supplier portal.
Choose the method actually used to communicate the approved revision.
- Keep the destination and reference
Keep the destination and reference.
Retain the supplier portal and acknowledgement reference so another person can check the communication.
- Record the communication time
Record the communication time.
Enter the local equivalent of 14 October at 10:00 UTC for this lesson. Help displays and types the value in your browser time zone. In your work, record when the communication actually happened.
- Keep the communication evidence
Keep the communication evidence.
Keep a short description of the acknowledgement with the send record. A communication record does not prove supplier acceptance of the order terms.
- Save the send record
Save the send record.
Record the completed communication against revision 1. The approved quantity and order identity stay the same.
- Prepare a change to the sent order
Prepare a change to the sent order.
The calibration visit now needs one hour instead of two. Open an amendment; the approved revision remains in force until the change is approved.
- Reduce the proposed quantity to one hour
Reduce the proposed quantity to one hour.
Enter the revised quantity in hours. Keep the original line identity so the history remains connected.
- Propose the revised visit date
Propose the revised visit date.
Request the visit on 22 October. Check the date with the requester before approving the change.
- Explain the revised requirement
Explain the revised requirement.
Keep the instruction that the supplier needs with the proposed revision.
- Save the amendment draft
Save the amendment draft.
Save revision 2 as a draft. Revision 1 remains in force, including its approved two-hour commitment.
- Submit the proposed revision
Submit the proposed revision.
Submit the one-hour amendment for approval. Submission still leaves revision 1 in force.
- Approve the reviewed amendment
Approve the reviewed amendment.
This site has a reviewed one-supervisor rule. Sarah can approve revision 2 after checking the quantity, date and note. Approval changes the commitment and creates new documents; it does not communicate the revision.
- Read the order history
Read the order history.
The order history keeps every change in order, with its time: the original submission and approval, the recorded send, the amendment and its separate approval. Earlier revisions and their approvals stay on record.
The order history is a record, not a draft: nothing in it can be edited. Use it to answer who approved what and when, alongside the send history and the recorded rule checks.