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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

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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

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Dynamics 365 Business Central

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Mohamed Amine Mahmoudi 26,436 Super User 2025 Season 2 on at

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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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Gerardo Rentería Ga... 25,236 Most Valuable Professional on at

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Hi

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

https://yzhums.com/33754/

BR

GR

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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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

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