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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Header Archive -...
Small and medium business | Business Central, N...
Answered

Sales Header Archive - Retention Policy Filters

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Posted on by BBC_Astha 160
Hello,
I am setting up sales quote archive to delete the doc automatically after 1 year of period.
I am doing it through retention policies. Can anyone explain the filters which automatically gets set on creating sales header Archive? like Interaction Exists or Source Doc. Exists?
 
and please provide any modification that i should do for setting up the proper retention policy form deleting sales quote after one year.
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Dynamics 365 Business Central
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  • Verified answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,419 User Group Leader on at
    Hi,
     
    the Date field that you should be using is system created date at to calculate the age of the record. The System created at is automatically field in when a new record is created.
     
    The default filters are set by code. This is set by Microsoft (app developer) who owns the app. There are two types of filters that can be set via code.
     
    1. Locked - which are mandatory and cannot be disabled.
    2. Optional - which can be configured by user while setting retention policies.
     
    Interaction exist is an optional filter. This filter will not delete the document if Interactions exist is true in the document.
    Another filter Document Type = quote, which means it will only delete Quotes only.
     
    Regards,
    Saurav Dhyani
     
  • BBC_Astha Profile Picture
    BBC_Astha 160 on at
    Hello,
    where to set the date filter? as there are many and how to input the System Created date
    will i require to create extension for this ?

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