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Order Events in Dynamics 365 Supply Chain Management

For many businesses it is quite important to be able to track who did what, when, to a sales order mainly to understand the root cause when something has gone wrong.

Luckily, Dynamics 365 Supply Chain Management (D365SCM) has a feature called order events that allows us to track changes to sales orders on a very granular level.

Configuring Sales Order Events

By default, D365SCM does not track sales order events so we must explicitly configure what we would like to track. This configuration is done under the menu point Sales and marketing / Setup / Events / Order events.

Order events configuration

When you configure order events, you must decide if the configuration is for:

  • a specific user.
  • a group of users.
  • all users.

In the above example I am configuring order events for a group of users called “Order-T”. User groups are set up under System administration / Users / User groups.

As you can see, I have selected all event types to be tracked. Obviously, this configuration is different for each installation of D365SCM and individual scenarios. For instance, if you are not using the Credit management module, some of the events such as Check hold are not applicable.

With configuration done, it is time to create a new sales order.

New sales order created

Now that the sales order has been created, we can go to Sales and marketing / Inquiries and reports / History / Order events. As you can see from the screenshot below, a “Create sales order” event has been logged for sales order number “002472”.

“Create sales order” event

Now we go back and add an order line to the sales order as shown below.

Add sales order line

When we look back into the order event log, as shown in the below screenshot, a “Modify sales order” event has been created.

“Modify sales order” event

If I go back to the sales order and change sales price from $1,900 to $1,800 the change is tracked and displayed in the event log as shown below.

“Sales line price override” event

If a sales order taker is taking enquiries from a customer on a specific sales order, he or she can look up order events for that specific order by clicking on Order events in the View section of the sales order header ribbon.

Lastly, I would like to point out that to protect system performance, order events must be cleaned up periodically. This is done under Sales and marketing / Periodic tasks / Clean up / Order events cleanup.

I hope the above introduction to order events show how easy and useful it is to track order events in D365SCM.


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