When the ECM+ Impact Agent analyzes a change, it evaluates the affected item across several transaction types in D365 F&SCM. Each transaction type has a filter that decides which records count as impacted. Understanding this scope helps you interpret the counts and metrics that the agent reports.
The agent evaluates the following transaction types for the affected item:
Sales orders – Sales lines with the status Open order.
Purchase orders – Purchase lines with the status Open order.
Production orders – Production orders with the status Created, Estimated, Scheduled, Released, or Started.
Inventory – On-hand inventory that is not closed and has an available physical quantity greater than zero.
Purchase requisitions – Purchase requisition lines with the status Draft.
Quotations – Sales quotation lines with the status Created.
Inventory journals – Unposted inventory journal lines of the journal types enabled in your ECM+ configuration.
For each transaction type, the agent retrieves aggregate data such as order counts, customer or supplier counts, quantities, total order value, delivery timing (for example, days to nearest delivery), and the company (legal entity) involved.
Note
D365 F&SCM refers to suppliers as vendors. This guide uses supplier and vendor interchangeably; where the agent surfaces a D365 F&SCM field directly (for example, in a rule condition), it uses the underlying field name Vendor.
Because the agent only counts open and in-progress transactions, a change that affects only completed or closed documents returns no downstream business impact.