Viewing Changes to Bids and Contracts

The Audit screen allows corporate users to view all changes made to vendor bids and contracts.  The data displayed in this screen includes but is not limited to the First Name, Last Name, User ID, and Date/Time of the user who enters or modifies bid data.   The default date range will be restricted to the past 30 days unless the user opts to filter the data by Bid Sheet, Vendor, or Market.

{Note}Closed: This screen will only be available if the Audit Preference for 'Vendor Bids and Contracts' is enabled.  

The changes displayed in this screen include data entered and/or updated using the following methods:

  • Bids entered, changed, or deleted on the Vendor Bids tab.
  • Bids entered, changed, or deleted for Alternate Vendor Products.
  • Bids imported and then updated using the Process Bids screen.
  • Bids saved to multiple markets.
  • Contracts established or changed in Bid Analysis.  (A "Contract" audit record will also be created when the bid price for a contracted product is changed.)
  • Bids entered for new products in the Company Products setup screen.
  • Bid prices for non-contracted products updated by reconciling Vendor Orders in Net-Chef when the "Invoice Price Override Updates Bids" preference is enabled.

 

Note: Changes to Bid Sheet links (to Products, Markets, and Vendors) and Vendor/Market relationships are NOT tracked in this screen.

To View Changes

  1. Under the Purchasing menu, click Bids and Contracts Audit.
  2. If necessary, select an option from one or more of the following filter drop-downs to filter the list of changes displayed:  {Note}Closed: These filters are based on the object name only. If the Bid Sheet, Vendor, or Market name has changed, the user will have to retrieve for a specific date range to see all of the bid and contract changes for that particular entity.
  • Bid Sheet – Includes all 'Active', 'Expired', and 'Future' bid sheets.
  • Vendor – Includes all Vendors linked to at least one Bid Sheet and one market and that have a current or past Vendor/Market relationship.
  • Market – Includes (potentially) all markets linked to at least one Bid Sheet and one vendor but will be limited to those Markets to which the current Application User is linked.
  1. If necessary, use the From & To date controls to select the desired date range (defaults to the past 30 days).
  2. Click Retrieve.
  1. If necessary, use the Funnel (Filter) icon to filter the list.
  2. If necessary, click the Printer(Export) icon to download a list of the changes displayed.
  3. When finished, click the X (Close) icon to exit the screen.

 

 

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