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Search in quotes archive

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Posted on by Frida_Admotion

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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?

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Dynamics 365 Business Central

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Mohana Yadav 60,997 Super User 2025 Season 2 on at

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It will archive lines also.

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YUN ZHU 95,391 Super User 2025 Season 2 on at

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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.

Hope this helps.

Thanks.

ZHU

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Frida_Admotion 387 on at

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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.

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YUN ZHU 95,391 Super User 2025 Season 2 on at

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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.

Hope this helps.

Thanks.

ZHU

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