At times, communities may desire to view data regarding their current financial commitments.
A Financial Commitment export will provide a clear picture of the:
- Ordered
- Received
- Invoiced (GRNI) quantities and
- Dollar amounts; of open (not fully received) order lines.
Run Financial Commitment Export
To run a financial commitment export, go to the Marketplace module > select Orders > in the Created Date field, select the "x" to clear field.
By doing so, this will ensure all open order lines are captured.
In the Buyer field, click the "x" to clear field > in the Views field, select Commitments > click Export > select Export Order Lines.
A pop-up box will appear > select the here hyperlink.
The Background Jobs screen will populate. Once the CSV file is in the Finished state, select Download.
| Note: The Financial Commitments export can be scheduled in the Insights module. |