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Sales Order Archive

Posted on by Microsoft Employee

Hi,

We are using NAV 2017. Not sure if anyone else has come across this issue. We have the setting in Sales & Receivable Setup set to Archive Sales Order. We don't manually archive any orders. At month end we run the IT Data Deletion to delete all Invoiced Sales Order.

However we noticed that some sales order get deleted but are not archived.

Any idea why this would happen?

Thanks

Sam

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order Archive

    We follow the same procedure for all our orders. After the sales order get shipped, a Sales invoice is created and we use "get shipment lines" and then post the invoice. At the end of the month we "delete sales order invoiced"

  • Samantha73 Profile Picture
    Samantha73 2,437 on at
    RE: Sales Order Archive

    For the orders that doesn't get archived check if the process flow is different - for example complete order by using "get shipment lines" from sales invoice screen

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order Archive

    The issue we are having is that even ones we are posting are not getting archived. However it's not always the case. Some do get archived and some don't.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Sales Order Archive

    If you don't manually archive then the archive will happen when you try to post the document or when you try to print order Confirmation and select Archive Document,  if any of those orders are not posted or not printed with the option on Order Confirmation then they will not archive.

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