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Purchase Orders

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Do you have to archive Purchase Orders? Are we able to keep them open? 
We are having issues with not being able to Copy the original PO document is it's original form and accessing the vendor estimates that are saved to the PO once it is archived. 
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    Yi Yong Profile Picture
    Yi Yong 1,350 Super User 2024 Season 2 on at
    Purchase Orders
    Hello,
     
    This is how BC works out of the box where the purchase order will be automatically deleted once it is fully received and invoiced.
     
    There are two approaches to this
    • Turn on 'Archive Orders' on 'Purchase & Payables Setup'.
      • BC will automatically archive the PO before deleting it. You can look for them under 'Purchase Order Archives' and you can also 'Copy Document' from archived record.

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    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    Purchase Orders
    Hi, hope the following can give you some hints as well.
    Dynamics 365 Business Central: How to keep Orders after completely invoiced
     
     
    Thanks.
    ZHU
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    Valentin Castravet Profile Picture
    Valentin Castravet 24,785 Super User 2024 Season 2 on at
    Purchase Orders
    Its a setup, in the Purchases & Payables Setup Page, there is an Archive Orders field
     
     
  • Purchase Orders
    Specifically Purchased items to outside vendors. Once we get the invoice the PO is being archived. Is this an automatic function that BC requires once the PO is received? Or have we set out system up that way?
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    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Purchase Orders
    once the po is posted, bc deletes it automatically. if you want to reference a po later, you could manually archive it. So bc saves a copy even the original one gets deleted. 
     
     
    Jun Wang
     
     
     
     
     
     
  • gdrenteria Profile Picture
    gdrenteria 12,167 Most Valuable Professional on at
    Purchase Orders
    Hi
    It is not mandatory to have to archive documents, it can be done manually or set to be automatic.
    what problems do you have?
    BR
    GR

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