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Sales Order – How to archive and hide after full invoicing

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Posted on by AA-06102235-0

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ould you please explain how to archive a sales order and have it automatically disappear from the list once it is fully invoiced?

Thank you in advance for your support.

Best regards.

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Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

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Hi AA-06102235-0

Use Filters or Workspaces to hide the invoiced sales orders

In the All sales orders list page, apply a filter to exclude orders with status = Invoiced.

Save this as a personalized view or workspace so users only see Open or Active orders.

This is the quickest way to “hide” invoiced orders without customization

Otherwise enable the following feature Archive with dataverse long term retention to archive the Sales orders.

Archive sales orders | Microsoft Learn

dynamics-365-unified-operations-public/articles/fin-ops-core/dev-itpro/sysadmin/archive-so.md at main · MicrosoftDocs/dynamics-365-unified-operations-public · GitHub

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