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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Defining if a Record h...
Small and medium business | Business Central, N...
Suggested answer

Defining if a Record has been Deleted due to being Completed or manually Deleted

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Posted on by GazzR 140
When it comes to reporting we can't work out how to differentiate between if a record was deleted due to the process being completed or if a user manually deleted it. 

For example, a Sales Quotes, there are 3 different scenarios all that end up with the Quote being deleted:

1/ if a user creates a Quote and then deletes it due to a mistake or something.
2/ if the quote is converted to an order.
3/ if the quote reaches its expiry and is deleted using the delete expired quotes function.

When looking at the Sales Header table, how can we identify which of these options apply?
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 81,785 Super User 2025 Season 1 on at
    Defining if a Record has been Deleted due to being Completed or manually Deleted
    First, as Saurav mentioned, there is no standard method for this. You can only use the log function mentioned by gdrenteria to record when and who deleted it. But there is no standard for how to delete it.
    Then, I personally don’t recommend customization, it doesn’t make much sense.
     
    Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas
     
    Hope this helps.
    Thanks.
    ZHU
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 17,733 Most Valuable Professional on at
    Defining if a Record has been Deleted due to being Completed or manually Deleted
    Hi
    In addition to what our colleague mentioned. You could rely on the change log functionality and audit the deletion action of some fields, to evaluate this point.
    BR
    GR
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,314 Super User 2025 Season 1 on at
    Defining if a Record has been Deleted due to being Completed or manually Deleted
    Hi,
     
    There is no way to differentiate between three kinds of delete. 
     
    But you can create a custom solution for that something like this - 
    • Create a new table to log Sales Quotes.
    • On every delete operation save log into that tables.
    • Table will be like - Document Type, Document No., Deleted by User, Converted to Order & Expired Quotes.
    Hopefully this answers your question. If you have any questions, please let me know. 
     
    Regards,
    Saurav Dhyani
     

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