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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Thanks in advance for ...
Small and medium business | Business Central, N...
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Thanks in advance for your help!

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Posted on by AA-06102235-0 10
Hi everyone,
Can anyone help me with automating the archiving of sales orders in Dynamics 365 Business Central? I'm looking for a solution to automatically archive orders once their delivery and invoice are completely posted. Thanks in advance for your help!
Categories:
Dynamics 365 Business Central
Microsoft Dynamics NAV
  • Suggested answer
    PRao Profile Picture
    PRao 116 on at
    Thanks in advance for your help!
    Archive is standard functionalities for the sales Order. Follow the below process 
     
    • Open Sales & Receivable setup - Scroll Archiving Tab 
    • Enable Archive Order  
    This will work once sales Order posted (Completed or partial shipment or posted ) then  moved to Sales Order Archive Page.
     
    Sales Order Archive page maintain the Version No. of the same sales Order posted Partially or modify. 
    See below screenshot for reference. 
     
    Thanks, 
    PRao
     
     
     
     



     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    Thanks in advance for your help!
  • Imran K Profile Picture
    Imran K 19 on at
    Thanks in advance for your help!
    Auto Archiving is a standard feature in D365 BC, whereby a SO is archived whenever it is posted. Make sure that Archive Orders is ticked in the Sales & Receivables Setup. However, if you want to get a SO archived automatically ONLY ONCE if it has been FULLY invoiced then this might require a change.  

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