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Small and medium business | Business Central, N...
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Archived Purchased Orders - find linked receipt and invoice

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Posted on by 1,165

Hi All,

I have created a purchase order and then receipted/invoiced full quantity.  Now the purchase order sits in Archived Purchase Orders.  However, when I view the archived document itself there is no option find out the related invoice/purchase receipt or simply what happened to it.  Is there a different screen or a process that suits this requirement or what am I missing?  I can see all the options prior to archiving but once archived only a limited number of options available.  Or there an option where all purchase orders are available without Archiving but status changed to closed.

Thanks

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  • Verified answer
    Alexey Finogenov Profile Picture
    1,659 on at

    Archived docs are easy feature. Main idea that a user create a copy (save the version) of un-posted doc for example before a potential change the un-posted doc.. a few hours later a user find the mistake in the new change and return to saved version of un-posted doc (use archived doc). In other words: Archived doc based on un-posted doc.. and Archived doc know nothing about posted doc(s) [receipt, invoice,...] (in general posted doc(s) has a new doc number that assigned during posting process and etc.).

    https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-to-archive-documents

  • Anita75 Profile Picture
    1,165 on at

    Thanks this helps in understanding archived documents and associated functionality.  However, how can I access POSTED purchase orders as they do not appear anywhere or how do people access posted documents (purchase order/sales order) for orders? What I'm looking for is a process to retrieve posted purchase orders and check links to subsequent documents/status etc and I don't have to use Archive documents if there is a better process

  • Verified answer
    Alexey Finogenov Profile Picture
    1,659 on at

    Purchase Order (Un-posted doc) has been deleted during posting process. System produce new Posted docs: Purchase Receipt/Purchase Invoice during posting process. You could find Order No (Un-posted doc) on Posted doc.

    pastedimage1600690339427v1.png

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