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Small and medium business | Business Central, N...
Answered

How to find completed sales orders

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Posted on by 1,159

Hi All,

In business central we use a process steps, Order---> Shipment ---> Invoice to complete a sales order.  However after the completion of all lines in a sales order, that order is not visible anymore.  If this is by design then the issue is in most companies, sales order confirmation acts as a contract between the company and the end customer and as such we need to review the original agreement.  Not sure if I'm missing something here.

Thanks

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  • Anita75 Profile Picture
    1,159 on at
    RE: How to find completed sales orders

    This looks like the best option.  However I'm struggling to understand the logic of this design as no other ERP software I've worked with deletes completed sales/purchase orders.

    Thanks

  • Verified answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    14,031 Super User 2025 Season 2 on at
    RE: How to find completed sales orders

    Once sales order is fully shipped and invoiced, the sales order will be automatically deleted. This is by design.

    If you want to keep a record, you can send it to archive.

    There is an auto archive function in Sales & Receivables Setup as well to automatically archive the sales order upon deletion.

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