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Data History for FACTS- 7.x

Would you like easy visibility into any of the following?

    

Sales Orders

    
 When and who printed a pick ticket    
 Who edited a pick ticket after it has been printed    
 Duplicate pick tickets printed in the warehouse – who printed them and when    
 Invoices not getting printed for confirmed documents    
 An invoice being changed after the invoice has been printed    
 Data clean up for many purposes, e.g., preparing for a web Storefront    

Purchase Orders

    
 Length of time between purchase order and receipt    
 Tracking when a purchase order was deleted    
 Quantities or costs changed on a purchase order    
 When and who updated the receipt register    
 An invoice being changed after the invoice has been printed    
 Data clean up for many purposes, e.g., preparing for a web Storefront    
Every time a document is touched the following data elements are tracked:    

 Date
 Time
 Action (Entered, printed,etc.)
 User (FACTS User Code)
 User Name
 Terminal ID
 Route (If used)
 Hardware/Wind ID		  
Document History is a FACTS add-on that creates a date & time stamped record of the actions related to sales and purchase orders.

Audit document flow throughout your organization!




Document History supports Sales Order and Purchase Order documents. Customer
returns, blanket sales orders and quotes will be incorporated in future releases.
    Supported Actions:
  • Quote converted
  • Document entered
  • Document changed
  • Add to print queue
  • Document print
  • Order on/off hold
  • Document delete
  • Register updated
  • Stop confirm/receipt
  • Price changes
  • Commit BO qty
  • PO receipt


“The Document History program provides useful, detailed information regarding our customer orders. We are able to see the status of any order or credit to give our customer a quick response, as well as problem solving and error tracking. The data allows for analysis of order turnaround times and customer service efficiencies.

“The Document History Inquiry has been a great time saving and informational tool.”

Patti Pronschinske
Bird&Cronin		  
 

“We enter approximately 26,000 sales order and 10,000 purchase orders per year, and with those quantities it makes it really difficult to track all “touches” of a sales or purchase order. Our staff uses Document History daily to track down the status of an order, find who may be working on an order, show if a pick ticket has been printed for an order so changes can be made or not, who changed a price on an order, who changed or deleted a purchase order, or to help solve situations that seem unexplainable. It has become a valuable part of our operation.”

Tom Campion
GregLarsonSports