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History

History

History Tab

The History tab provides a convenient way of viewing Contact Equipment, Job, Invoice, Maintenance History, Supplier Invoices and Purchase Orders.

The History tab includes the following sub tabs:

PO’s

Displays a list of Purchase Order for this contact, which one should see if this is a Supplier. Press the view button to open the selected PO screen.

Supplier Invoices

Displays the Supplier Invoices for this contact. Press the view button to go to the supplier invoice record in Purchase Orders.

Email

This feature displays the email correspondence for the contacts against this supplier. There are two tabs Inbox and Outbox and several controls on the right hand side mimicking the most common email functionality. Press the forward button to forward a select message to another address. Press the reply button to send an email to the address the message originates from. Use the copy to contract and move to contract buttons to copy or move the message into the email module of another supplier record in TSM. You will be prompted for a SupplierID:

The delete button removes the message from the list. Click the expand button to see a Web View of the message. There is also a number of text formatting controls above the message text panel allowing Rich Text formatting.