Sales Order Archives - Versions & Users

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Posted on by Flynn.Fr

I recently turned on the auto archive feature. Working in the Sales Order Archives specifically - when determining which user created a Sales Order, we refer to Version No. /1/. I created a report in Power BI using this field to find out which users most often service certain customers.

Some of the feedback I've gotten is that the Version No. /1/ users are showing incorrect data. According to Business Central, the data is correct.. With auto archiving, is it possible for the /Archived By/ field to change in a single Version No.? Everything I have read states that with auto archiving, there is no way for another user to override the /Archived By/ field with their own user for any Version No.. A new version would be created and labeled as a different version..

Or can Version No.'s switch? For instance, if a user were to backdate something on a secondary version of a Sales Order, would it then default that archived version to number 1?

I want to make sure I am not missing anything obvious.

If you need further clarification don't hesitate to ask!

Any and all feedback is appreciated.

Thanks!

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Sales Order Archives - Versions & Users

Hi, this is a bit strange, first of all the version number on the order cannot be modified. Same goes for Archived By on Sales Order Archive (unless customized)

As for the Copy Document feature mentioned by Inge, the order number new created should be different.

In addition, if the Restore function is used, a different Sales Order Archive will be generated, that is, the version will not be 1.

Is it possible that the incorrect user manually clicked the Archive Document button on the order?

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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Sales Order Archives - Versions & Users

The only situation I can think of where you can possible get some kind changes in the version history if any user for some reasons copies a sales order back from the archive into a sales order.

Could that be what is happening in your case?

That said I have not yet tested to see what happens with the versioning if I try to do that.