Sales Header Archive - Retention Policy Filters

(1) Share

Report

Posted on by BBC_dhanvi

158

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.

Categories:

Dynamics 365 Business Central

All responses (2)

Answers (1)

BBC_dhanvi 158 on at

Like (0)

Report

Sales Header Archive - Retention Policy Filters

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 ?
Verified answer

Saurav.Dhyani 14,314 Super User 2025 Season 1 on at

Like (2)

Report

Sales Header Archive - Retention Policy Filters

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