Small and medium business | Business Central, N...

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

(2) Share

Report

Posted on by Manuel Lozada

357

Hi Community,

Do you know how to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive when I click on button archive document?

If you know how, I will appreciate it.

Thanks

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at

Like (0)

Report

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

Hi @Manuel,

It doesn't exist in the standard context, so you have to customize and develop it.

Best regards,

Mohamed Amine MAHMOUDI

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,078 Most Valuable Professional on at

Like (1)

Report

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

Hi

I hope this can help you and give you some hints.

https://yzhums.com/33754/

BR

GR

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,305 Super User 2025 Season 2 on at

Like (0)

Report

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

Unfortunately, as Mohamed mentioned, as of now, this is not a standard feature and requires customization.

I've discussed similar needs before, and I hope the information below can be of some help to you.

Dynamics 365 Business Central: How to copy attachments from Warehouse Receipt to Posted Warehouse Receipt – Customization

https://yzhums.com/37986/

And in this wave (BC24), Microsoft released the following feature. If you only need to manage attachments, you can also consider using this feature.

Business Central 2024 wave 1 (BC24): View incoming documents in archived quotes and orders

https://yzhums.com/49703/

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No

Join the conversation

Community site session details

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Small and medium business | Business Central, NAV, RMS

Featured topics

Product updates

Community site session details

How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Small and medium business | Business Central, NAV, RMS

Featured topics

Product updates