Use the item history feature in the Dsco portal to check historical records for inventory, orders, or invoices. For example, if you need to see when an order was exported from Dsco, check the history of an order to see exactly when the order was exported and quickly access the logs for the export process.
Viewing Item, Order, and Invoice History
Follow these steps to view historical data for items in Dsco:
1. Navigate to one of the following pages: INVENTORY, ORDERS, or INVOICE.
2. Find and select the item, order, or invoice for which you wish to view the history.
Orders and Invoices: If you've selected an order or an invoice, the history is at the bottom of the screen; simply scroll down to view it.
Inventory: If you have selected an inventory item, select the Item History button near the top of the screen.
Understanding the Historical Information
The item history represents the lifecycle of any given inventory item, order, or invoice. A typical history entry may look like this:
Times and dates are given for each entry, with the times always being represented in Mountain Time. (However, on 2/1/17 a code update will cause the times to be represented in whichever time zone has been selected in your account settings.) A new entry is generated each time the item/order/invoice in question gets a touch, i.e. anytime Dsco processes any update related to that specific item/order/invoice.
The Source column gives several important details. The word ‘Batch’ is present if the process was automated. ‘Batch’ is followed by ‘Import’ or ‘Export’ to indicate if the information was entering or exiting the Dsco account. Remember that a Batch Import is when an automated job pulls data into a Dsco account, and a Batch Export is when an automated job sends data out of a Dsco account.
The Event / Data column describes what type of update took place, followed by the Status column which describes the result of that update.
With all this information viewable in one user-friendly UI, understanding the lifecycle of the order shown above is simple and quick.
The first 3 lines indicate that the most recent updates to the item have resulted in an error, with the error text being displayed to the right.
Line 4 shows a successful update that change the available quantity to 10. This update was done via the portal.
The remaining 2 lines show a successful update and a failed update. The supplier uploaded a batch file for both of those updates and a process ID is included under the Batch ID column.
For any processes that were not automated, meaning that a user logged into the portal and manually updated an item/order/invoice, the word ‘Portal’ will appear (instead of ‘Batch’) in the Source column, followed by the name of the user who made the update:
The history of an order and an invoice are essentially the same and look just like the examples given above. A typical history entry for an inventory item may look like this:
The information in the Date, Time, and Source columns are identical to the columns in the order/invoice history. But the Event / Data column indicates whether the event was an inventory update or an order. The word ‘Inventory’ is used if the supplier has imported an update of their inventory to Dsco, or if Dsco has exported the inventory update to the retailer. The word ‘Import’ or ‘Export’ in the Source column clarifies which of those two events occurred. The word ‘Order’ is used when an order for this item has come into the Dsco account, in which case the quantity is decremented by the appropriate amount (if the decrementation feature is active on the account).
Further to the right are the Quantity and Status columns. The Status column has three possible values: in-stock, out-of-stock, and discontinued. When Dsco decrements the quantity down to 0, the status is automatically changed to out-of-stock.
The Batch ID
The history also shows a column entitled Batch ID on the right-hand side.
For instance, in the above example, the user is logged into the Disco Company Dsco account and can, therefore, select the batch ID link to view the logs of this specific event. However, there is also a batch ID given which is associated with the SOUND Dsco account. Because the user is not logged into the SOUND Dsco account, the logs for that process cannot be viewed by the user.
This column shows a long alphanumeric value, beginning with the letter p, which is an identifier internal to Dsco called the batch ID. Every instance of a file being processed by the Dsco platform, be it an import, export, or manual/portal process, is assigned a unique batch ID. Here in the history entry, the batch ID shown is associated with the specific event indicated in the Event / Data column. If the batch ID is an active link, selecting it will take you directly to the log to see the details of that process. If the batch ID is not an active link, it means the process does not belong to your Dsco account, and therefore you cannot view the logs for that process.
The batch ID is most helpful in instances where the history shows an error. Selecting the batch ID link here would allow the user to view the logs and see why the invoice failed to import into the Dsco account.
Note that making an update via the portal without the use of files will not create a batch ID, e.g. if a user manually enters the tracking number for a shipped package. When this occurs, the Batch ID column simply reads 'n/a.'