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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to transfer the no...
Small and medium business | Business Central, N...
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How to transfer the notes, links and attachment (Factbox) from Sales Order to Sales Order Archive?

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Posted on by Manuel Lozada 355
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
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,883 Super User 2024 Season 2 on at
    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
     
    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
     
    Hope this helps.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 13,057 Most Valuable Professional on at
    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. 
    BR
    GR
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,770 Super User 2024 Season 2 on at
    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

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