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

Search in quotes archive

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Posted on by 387

Hi! We may start to use the quotes function. Then I got this question from sales: How can I track the old quotes with a special item? The quotes is removed if you use the Make order function. And even if I enable the automatic archive function, is it possible to search for an item? There is no “archived quote lines” page, is it?

  • Suggested answer
    Mohana Yadav Profile Picture
    61,248 Super User 2026 Season 2 on at

    It will archive lines also.

    pastedimage1680705466839v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    103,085 Super User 2026 Season 2 on at

    Hi, If you only need to check it temporarily, you can use the following method. If you need to use it all the time, it is recommended to make a small customization to display this page.

    pastedimage1680743293806v1.png

    pastedimage1680743368826v3.png

    Hope this helps.

    Thanks.

    ZHU

  • Frida_Admotion Profile Picture
    387 on at

    Thanks that it what I need. Maybe we have to add a bookmark to the Sales line archives page.

    Another thing that occurred to me when I was looking into this is that the you seem to loose the attachments when you archive a document. Is that so? Is there away around it? I have thought we have all information saved in the archive of blanket orders.

  • Suggested answer
    YUN ZHU Profile Picture
    103,085 Super User 2026 Season 2 on at

    Hi, Yes, that's the standard as far as I know. Sales Quote Archive contains Links and Notes, but no Attachments....This also has to be customized if needed and is slightly more complicated.

    pastedimage1680763651904v2.png

    pastedimage1680763636633v1.png

    Hope this helps.

    Thanks.

    ZHU

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