Tracking Transactions – Order Summary

Purpose: This guide helps ESM Consumer Role™ users search, filter, and export transactions using the Order Summary view.

Before you begin:

1) You are logged into ESM Purchase™ ESM Consumer Role™ (see How to Log Into ESM).

2) You have access to the Order Summary view.

3) You know the search criteria: transaction ID, GL Acct Code, supplier name, or date range.

Steps — Checking Your Recent Orders

Figure 1: Recent Transactions service card — select any row for a quick status check

1. From the landing page, select the Recent Transactions service card.

2. Select any transaction from the list to open its detail view.

Use Recent Transactions for a quick status check on your most recent submissions. For broader searches across all transactions, use Order Summary below.

Steps — Searching All Transactions (Order Summary)

Figure 2: Order Summary — full searchable transaction view across all submissions

1. Select the Transactions icon from the left-hand navigation menu.

2. Select the Order Summary tab at the top of the data table.

3. Select the Filter icon to open the filter panel and Search.

Figure 3: Order Summary filter panel — enter search criteria and select Apply to filter results

4. Enter your search criteria:

5. Select Apply to filter the results.

6. Select any row in the results to open the transaction detail view.

7. To export results, select the Export icon and select your preferred format.