Sales Order Transaction History Enhancements

The Sales Order Transaction's “History” is now enhanced and includes more detailed information for additional events associated with Sales Order changes.

Whatever changes are made in terms of line items and new orders, combined or split etc. will be added to History records.

Below is the list of sales order events to which history records are added:

1. Sales order detailed page -> Create PO

Sales order detailed page -> History tab -> shows the record of the new created new PO

PO detailed page -> History Tab -> shows record about from which SO it is created and line item details.

2. Sales order detailed page – Create Dropship PO

Sales order detailed page -> History tab -> shows record of created new dropship PO
PO detailed page -> History Tab -> shows record about from which SO it is created and line item details.

3. Sales order list -> select sales orders -> click on ‘Create PO’ option from vertical 3 dots

Sales order detailed page -> History tab -> shows record about created new PO
PO detailed page -> History Tab -> shows record about from which SO it is created and line item details.

4. Sales order list -> select sales orders -> click on ‘Create Dropship PO’ option from vertical 3 dots

Sales order detailed page -> History tab -> shows record about created new Dropship PO
PO detailed page -> History Tab -> shows record about from which SO it is created and line item details.

5. Sales order list -> select sales orders -> click on ‘Merge’ option from vertical 3 dots

**Selected all orders gets merged with 1 of them
Sales orders (all selected orders) detailed page -> History tab -> shows record about order merge and its details.

6. Sales order detailed page -> Create Invoice

Sales order detailed page -> History tab -> shows record about order status changes.

7. Sales order detailed page – Create Backorder

Sales orders detailed page -> History tab -> shows record about created new backorder.
New sales orders detailed page -> History tab -> shows record of the SO and line item details from which it is created.

8. Sales order detailed page – Split Order

Sales orders detailed page -> History tab -> shows record about created new order from split
New sales orders detailed page -> History tab -> shows record of the SO and line item details from which it is created.

9. Sales order detailed page – Create return

Sales orders detailed page -> History tab -> shows record about created sales return
Sales return detailed page -> History tab -> shows record about from which SO it is created and line item details.

10. Sales order detailed page -> Create Invoice -> Print PDF -> Click on Pay invoice link mentioned in PDF -> Complete payment process

Sales orders detailed page -> History tab -> shows record about order status changes.

11. Sales order list - > Select ‘INT- Manage Status’ View-> Select orders -> Click on ‘Manage Status’-> Select status from options

Sales orders detailed page -> History tab -> shows record about order status changes.

12. Accounting -> Receivables -> Accounts with balance view -> Select account and click on ‘Receive payment’ button -> Select order and do payment

Sales orders detailed page -> History tab -> shows record about order status changes.

13. Sales order detailed page-> Create Invoice -> Email PDF - > Edit Content - > ‘Edit Mail Content’ form will open - > Click on Email PDF

Sales orders detailed page -> History tab -> shows record about order status changes.