Siebel Communications Guide Addendum > Customer Order Management >

Viewing Change History for Line Items (End User)


End users can view change history for line items in sales orders and quotes. They can view previous and current values for the following line item fields:

  • Billing Account
  • Service Account
  • Service Point
  • Asset Status
  • Service ID
  • Net Price
  • Billing Profile

When Siebel Communications is integrated with an application for managing billing and revenue, Siebel Communications provides values for these fields to the billing and revenue application. The integration process reviews these fields to determine changed data. End users can view these fields in a read-only view.

To view the change history for a line item in a sales order, complete the steps in the following procedure.

To view change history for a line item in a sales order

  1. Navigate to the Sales Order screen > List view.
  2. Click the number for the sales order.
  3. Click the Line Items tab.
  4. Select a line item and click the Changes link.

    If the Changes link does not display, display this link by navigating, in the site map, to: Sales Orders > Line Items > Changes.

    The Modify History Line Items form displays showing previous and current values for line item fields. Below the form, the Line Item Attributes list displays previous and current values for line item attributes.

To view the change history for a line item in a sales quote, complete the steps in the following procedure.

To view change history for a line item in a quote

  1. Navigate to the Quotes screen > List view.
  2. Click the number for the quote.
  3. Click the Line Items tab.
  4. Select a line item and click the Changes link.

    If the Changes link does not display, display this link by navigating, in the site map, to: Quotes > Line Items > Changes.

    The Modify History Line Items form displays showing previous and current values for line item fields. Below the form, the Line Item Attributes list displays previous and current values for line item attributes.

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