Sales Order Activity History (old user interface)

Overview

The Sales Order Activity History provides a complete audit trail of everything that changes on a Sales Order. It shows what changed, who made the change, and when it happened, down to the field level.

This feature is designed to support:

• Auditing and compliance

• Internal accountability

• Cross-team collaboration (Sales, Finance, Operations)

• Faster issue resolution when discrepancies arise

Every tracked change is recorded automatically when a Sales Order is created or saved with updates.

Where to Find Activity History

1. Open a Sales Order.

2. Navigate to the Activity History tab.

3. Review the table of logged events, ordered by time.

No manual action is required—logging happens automatically.

How Activity History Works

When entries are created

An Activity History entry is created when:

• A Sales Order is created

• A tracked field changes and the Sales Order is saved

If a value does not change, no entry is logged.

Multiple changes in one save

• If multiple fields change in a single save, each field is logged as a separate entry

• Entries appear in the order the backend processes the changes

Activity History Table Columns

Each entry in the Activity History table includes:

All dates are displayed in ISO8601 format.

Fields That Are Tracked

Sales Order Fields

The following fields are logged whenever their values change:

• Customer

• Delivery Date (ISO8601)

• Order Date (ISO8601)

• Internal Notes

• Sales Representative

• Price List

• Payment Terms

• Payment Due Date (ISO8601)

• Additional Payment Notes

• Terms and Conditions

• Return Policy

• Discount

• Taxes

• Delivery Fees

• Credit

• Status (old value → new value)

System-Generated Events

These events are logged even if no manual field edit occurs.

Sales Order Events

• Sales Order Generated

  • New Value: Sales Order Number

• Duplicate Sales Order

• Lock Sales Order

• Unlock Sales Order

• Copy Sales Order Link

• Configure New Sales Order

Invoice Events

• Invoice Generated

  • New Value: Invoice Number

• Invoice Sent to QuickBooks Online

• Invoice Sent to Sage Intacct

• Configure New Invoice

• Generate Invoice

• Send Invoice via Email

• Copy Invoice Link

• Create QBO Invoice

• Create Sage Intacct Invoice

• Update QBO Invoice

• View Sage Intacct Invoice

Payment Events

• Payment Recorded

  • Fields Changed: Payment

  • New Value includes:

    • Amount

    • Payment Date (ISO8601)

    • Reference Number

    • Posted to QBO or Sage Intacct

• Payment Edited

  • Prev Value: Amount, Reference Number, Date

  • New Value: Amount, Reference Number, Date

Pick List Events

All Pick List–related actions are logged:

• Configure New Picklist

• Print Picklist

• Save Picklist

• Pick List Generated

Line Item Activity

Line Item Added

Logged when a line item is added (including during Sales Order creation).

• Action / Event: Line Item Added

• Fields Changed: Line Item

• Prev Value: –

• New Value includes:

  • Unit Price

  • Quantity (with quantity type)

  • Total Price

Example
Unit Price: $10
Quantity: 10 Each
Total Price: $100

Line Item Edited

Logged when one or more fields on an existing line item change.

• Action / Event: Line Item Updated

• All changes made in a single save are grouped into one entry

• Tracked fields include:

  • Quantity

  • Promo Item / Retailer Sample toggle

  • Unit Price

  • Quantity Type

  • Total Price

  • Line Item Discount

  • Line Item Notes

Inventory Allocation Events

Allocation changes are fully tracked:

Inventory Allocated

• Action / Event: Allocated Inventory

• Fields Changed: Allocated Inventory

• New Value: Package Tag

• Description includes quantity allocated

Example
Allocated 5 of Package ABC-123

Inventory Removed

• Action / Event: Allocated Inventory Removed

• Fields Changed: Allocated Inventory

• Prev Value: Package Tag

Transfer Events

• Transfer Created from Sales Order

  • New Value: Manifest Number

• Existing Transfer Selected

File Activity

• File Added

  • New Value: Filename

Miscellaneous Events

• Download Labels

  • New Value: Number of labels downloaded

Key Rules to Know

• Only actual value changes are logged

• All timestamps and dates use ISO8601 format

• Each field change generates its own log entry

• Entries are immutable and cannot be edited or deleted

Why This Matters

The Sales Order Activity History provides a reliable source of truth for:

• Financial audits

• Dispute resolution

• Operational tracking

• Compliance requirements

If you ever need to understand what changed and why, the Activity History has the answer.