Searching Item Substitutions and Viewing the Audit Trail

Complete the following steps to search item substitutions:

  1. Log in to the ONE system.

  2. Click Menus/Favs > Administration > Item > Search Item Substitution.
    The Search Item Substitution screen displays.

    images/download/attachments/131841059/image-2023-7-24_11-46-49-version-1-modificationdate-1690179409000-api-v2.png

  3. Click the Filters (edit) link.
    The Filters window displays.

    images/download/attachments/131841059/image-2023-7-24_11-49-17-version-1-modificationdate-1690179557000-api-v2.png

  4. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    Enterprise Name

    Enter the current user's enterprise name.

    Buyer Enterprise

    Enter the buyer enterprise name.

    Buyer Organization

    Enter the buyer organization name.

    Buyer Site

    Enter the buyer site name.

    Seller Enterprise

    Enter the seller enterprise name.

    Seller Organization

    Enter the seller organization name.

    Seller Site

    Enter the buyer site name.

    Base Item

    Enter the name of the original item.

    Replacing Item

    Enter the name of the new item.

    Managing Enterprise

    Enter the name of the enterprise authorized to manage items for a partner.

    Managing Org

    Enter the name of the organization authorized to manage items for a partner.

    Replacement Period

    Select the duration of item replacement.

    Active

    Select Yes to include results for only active item replacements. Select No to include only inactive item replacements. Leave the field blank to include both active and inactive item replacements.

  5. Click the Search link.
    The list of items matching the search criteria displays.

  6. To download a CSV file, click Download.

  7. To upload a CSV file, click Upload.

  8. To export to a spreadsheet, click Export to CSV.

  9. To update a record, select the desired base item and click Update. You can update all item details other than Record Type, Start Date, End Date, and Substitution Key.

Viewing Audit Trail for Item Substitutions

Complete the following steps to view the audit trail for item substitutions:

Users can view a base item's audit trail from the Search Item Substitution report.

  1. Click the Audit Trail images/download/attachments/131841059/image2021-7-13_14-34-43-version-1-modificationdate-1690179249000-api-v2.png icon next to a base item on the Search Item Substitution report.

    images/download/attachments/131841059/image-2023-7-24_7-4-23-version-1-modificationdate-1690200265000-api-v2.png




    The Audit Trail: Item Substitution screen displays.

    images/download/attachments/131841059/image-2023-7-24_7-9-16-version-1-modificationdate-1690200558000-api-v2.png



  2. Click the Filter images/download/attachments/131841059/image2021-7-13_14-49-7-version-1-modificationdate-1690179249000-api-v2.png icon to filter the information by Action (Create or Update), User, or Role. Users can also set the sorting order and select the date range to view specific records.

  3. Click the Backchain Verification button (if available) to verify the audit details using ONE Blockchain, if it is configured.