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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Closed sales orders an...
Small and medium business | Business Central, N...
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Closed sales orders and sales quotations

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Posted on by SNDxb 15

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.

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,361 Moderator on at
    RE: Closed sales orders and sales quotations

    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.

  • Suggested answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,211 Moderator on at
    RE: Closed sales orders and sales quotations

    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.

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Moderator on at
    RE: Closed sales orders and sales quotations


    Hi

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

    pastedimage1668413581451v1.png

    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

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,180 Super User 2025 Season 1 on at
    RE: Closed sales orders and sales quotations

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

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

    pastedimage1668412385325v1.png

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