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Viewing Change History for Sales Order Line Items


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

  • Billing Account
  • Service Account
  • Service Point
  • Asset Status
  • Service ID

NOTE:  Change history is relevant when asset-based ordering is enabled. For more information about enabling asset-based ordering, see Setting Up Asset-Based Ordering.

You can add fields to the order items change history by the same method you would use for adding fields to the quote items change history. For more information about adding fields to the line items change history display, see Adding Line Item Fields to the Change History.

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

To view change history for a sales order line item

  1. Navigate to the Sales Order screen, and then the 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 appear, then navigate to the Sales Orders screen, Line Items, and then Changes view.

    The Modify History Line Items form appears 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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