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Viewing Change History for Quote Line Items


End users can view change history for line items in quotes. 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.

Viewing the Change History for a Quote Line Item

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 quote line item

  1. Navigate to the Quotes screen, and then the 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 appear, then navigate to the Quotes screen, Line Items, and then the Changes view.

    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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