Microsoft Dynamics NAV (Archived)

Sales Order Archive

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Posted on by TonyMatt

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Hi all,

I am stuck with the below issues on sales order archive:

NAV 2009 R2

1. I cannot find the function "Archive Document" in the RTC client which is available in Classic version of R2

2. Sales Order archive is not archiving the NOTES and LINKS

3. How can I get a sales order archived if there is no transaction against it or create a sales order in RTC and cancel it since the customer have cancelled it for a reason. I need to add the reason and delete the sales order and everything should be archived.

Regards,

Tony

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Customize the page to add that action, i think it is not available by default. I believe the archive function will copy the links , please check again.

If not in the codeunit 5063 in the function StoreSalesDocument check before SalesHeaderArchive.INSERT if this line of code is there

SalesHeaderArchive.COPYLINKS(SalesHeader);

if not add it, do the same for lines also i.e.

after this line of code

"Version No." := SalesHeaderArchive."Version No.";

Add

COPYLINKS(SalesLine);

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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1. It should be by default available under Functions ActionGroup around copy documents functions..

2. Copy links is not available in NAV2009

3. You need to customize this by adding a cancellation field etc. and OnDelete trigger

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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COPYLINKS function does exist in 2009, but it is not added in the ArchiveManagement codeunit. I have not tried it but you can definitely try as suggested below.

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keoma 32,729 on at

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if you check "archive document" when printing, the document is archived.

if the action "archive document" is missing in RTC, you can add it by a customization.

archiving notes and links would be a customization.

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TonyMatt 510 on at

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Hi all,

Thanks for your answers... I was able to make a suggested response from all your comments.

1. As suggested by Mohana, I was able to find the ARCHIVE DOCUMENTS in the Action Group Functions near Copy Document. It Archives the sales order but without links and notes... This is available by default in NAV 2013

2. As suggested by Suresh, the NOTES and LINKS are available in 2009 R2 but not coded to archive. I will try adding the codes to CU 5063 in the function StoreSalesDocument

I hope COPYLINKS function will archive NOTES too

Regards,

Tony

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