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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / When to archive sales ...
Microsoft Dynamics NAV (Archived)

When to archive sales quotes

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Posted on by Community Member

Good day Experts,

I was wondering whether any guru can explain when Nav decides to archive sales quotes.  Sales quotes will be archived before they are deleted. Is there any other scenario that Nav decides to archive sales quotes?  We find many sales quotes in archive which are still open/released, meanwhile we can find many other sales quotes in archive.

Your input is much appreciated.

Thank you

 

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  • Community Member Profile Picture
    Community Member on at

    I meant -  we can't find many other sales quotes in archive.

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    To Archive Sales Quote or order depends on the setup field on Sales & Receivables Setup called Archive Quotes & Orders, if that is turned, quotes are archived when you convert them to order, or by manually arhiving or when you run the sales quote or order confirmation report.

    I believe in your scenario it could be they are running the order confirmation report which is triggering archive document.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,096 on at

    There is a corresponding setup for archiving sales quotes: msdn.microsoft.com/.../hh935230(v=nav.80).aspx

    Remember that archived quotes also can be deleted.

  • Verified answer
    Amol Salvi Profile Picture
    Amol Salvi 18,698 on at

    Look at the following links

    msdn.microsoft.com/.../hh935230(v=nav.90).aspx

  • Verified answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,118 on at

    As everyone mention you can check on the below link on how to set up the auto archive in the Sales & Receivables: msdn.microsoft.com/.../hh935230(v=nav.80).aspx

    Other than above users can manually archive the documents at anytime they want.

  • Suggested answer
    Rabin Profile Picture
    Rabin 2,976 on at

    Hi Encompass,

    Try this link:

    msdn.microsoft.com/.../hh935230(v=nav.90).aspx

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