Line Item Tracking by Vendor

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This report details line items by vendor.  It is similar to the Reminders report though only including results triggered by the Line Item Tracking information on a line item and the manually entered Follow-up Date accompanying it.  Ideally used as a vendor by vendor review of active jobs and a tool in managing and tracking the progress of those jobs.

 

Line ItemOptions

Date Range
oBoth Fields Blank - this will only show you items that do not have Follow-Up Dates assigned to them.
oTo: Date only - this will show you both items that do not have Follow-Up Dates and items with Follow-Up Dates up to and including the specified date.
oBoth - this will show you items with Follow-Up Dates that fall within the specified date range.

 

Line Item