Closed sales orders and sales quotations

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Posted on by SNDxb

Hi all,

I want to check what the out of the box system does with regards sales quotations and sales orders. At the moment, when I convert a sales quote to an order, the quote disappears off the Sales Quote list. There is no way to find it unless our coordinator has archived it.

In scenario 2 when we close a sales order (ship and invoice all line items ) then then sales order also disappears, unless the coordinator has archived it before all the items are shipped and invoiced.

It seems very weird to me and I have been told by someone else that this is not standard. If it is not, what is/ how should it work and is it difficult to revert to the standard?

The ideal for me would be that the sales quote or sales order status would move to "won" for sales quotes and "completed/fulfilled" for sales orders.

Because they are disappearing off any reports then it is making it impossible to pull out meaningful data in BI.

Thanks for your support.

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Dynamics 365 Business Central

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Mohana Yadav 60,993 Super User 2025 Season 2 on at

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You can make it automatic using the Sales & Receivables setup.

learn.microsoft.com/.../across-how-to-archive-documents

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DAnny3211 11,397 on at

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Hi

you can also make a small customisation in AL COde on this Sales-Post codeunit event
by setting the variable SkipDelete=TRUE

this allows you to keep any sales document and not delete it in the Sales Header and SAles Lines table

check my answer if it helped you, thanks

DAniele

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Govinda Kumar 2,304 Moderator on at

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Hello SNDxb,

Yes, you can get 'Order No.' and 'Quote No.' through Posted Sales Invoice header table.. even if it has disappeared from Sales Order or Quote when you have won the quote and posted the sales order.

var SalesInvoiceHeader: Record "Sales Invoice Header"; salesID: Code[20]; if SalesInvoiceHeader.Get(invoiceTransaction.Invoice) then begin salesID:= SalesInvoiceHdr."Order No."; end;

People.

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Nitin Verma 21,698 Moderator on at

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Hi,

This is offcourse a standard, when you create a Order from Quote, or Post the Order, Quotes disappear and Order disappear after posting. In that case if you want to see them, best solution archive them before disappearing from the system.

Also as you mentioned you required them for some Reporting purposes, please go with the posted data from order.

Thanks.

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