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Sales Quote archive are they deleted automatically after a specified period

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Posted on by BBC_Astha

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Hello,

Is there are specific period after which archived sales quote will be deleted automatically?

If no, is there a way to delete them automatically after the 12 months from the date of quote creation

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Dynamics 365 Business Central

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KasparsSemjonovs 4,685 Super User 2025 Season 2 on at

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Sales Quote archive are they deleted automatically after a specified period

Check "Retention policies".
You can set up a Retention policy for Sales Header Archive - table 5107.
In the Retention lines add a filter for Document Type = Quote. and provide the time period how long should they be kept.

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Gerardo Rentería Ga... 23,693 Most Valuable Professional on at

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Sales Quote archive are they deleted automatically after a specified period

Hi

In addition to what our colleague mentioned, I give you a link, where you can see some consideration of adding this table. I hope it gives you some ideas.

https://www.dynamicsuser.net/t/retention-policies-on-sales-header-archives/79114

BR

GR

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Saurav.Dhyani 14,362 Super User 2025 Season 2 on at

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Sales Quote archive are they deleted automatically after a specified period

Hi,

Either its a customization that is running process via job queue to delete these entries or its scheduled in Retention policies.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube

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Valentin Castravet 30,249 Super User 2025 Season 2 on at

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Sales Quote archive are they deleted automatically after a specified period

Is there are specific period after which archived sales quote will be deleted automatically?

Out of the box, or by default, no there is not. Sales quote archives are not deleted automatically.

If no, is there a way to delete them automatically after the 12 months from the date of quote creation

As mentioned by other users, you can use Retention Policies to set up the system to automatically delete them

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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