Users with the Community Administrator role, can gain a clear picture and understanding of the community's current financial commitments, for the:
- Ordered
- Received
- Invoiced (GRNI) quantities and
- Dollar amounts; for each open (not fully received) order lines.
Additionally, users can schedule the export. By referring to help article Schedule Financial Commitment Report.
Export of Financial Commitments
To export an Excel CSV format of the community's financial commitments, go to the Marketplace module > click Orders > select Filters.
To see all commitments, clear the Created Date field. This will search all open order lines.
In the Views field, select Commitments > click Export > select Export Order Lines.
The Background Jobs screen will populate > once the desired file is in a Finished state, click Download.