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how to archive or delete Purchase Quote which are in pending approval status

Posted on by 205
Hi all,
 
I have a question regarding Purchase Quote. Client wants to delete or archive the Purchase Quotes which are already processed but are still in pending approval status. We tried to archive it but it does not work. Is there any other way of deleting this. 
 
 
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,908 Super User on at
    how to archive or delete Purchase Quote which are in pending approval status
    In that case the system will archive it automatically when its deleted. 
     
  • Hatimali84 Profile Picture
    Hatimali84 205 on at
    how to archive or delete Purchase Quote which are in pending approval status
    HI Valentin, 
     
    yes the archive option is enabled. 
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,908 Super User on at
    how to archive or delete Purchase Quote which are in pending approval status
    The status doesn't really matter. If in the Purchases & Payables Setup you have set the Purchase Quotes to archive always, then the system will automatically archive it when you delete it regardless of the status. More info - Archive Sales and Purchase Documents - Business Central | Microsoft Learn
     
  • Hatimali84 Profile Picture
    Hatimali84 205 on at
    how to archive or delete Purchase Quote which are in pending approval status
    Than you for the responses. The issue is that we use power automate for the workflows. although we can cancel the flow from the backend but I want to know that since this PQ has already been processed, is it ok to delete it or once the status is set to open, we can archive it or make change the status to release and then archive it. 
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,584 User Group Leader on at
    how to archive or delete Purchase Quote which are in pending approval status
    Hi,
     
    Cancel approval and then archive / delete documents.
     
     
    Regards,
    Saurav Dhyani
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 63,922 Super User on at
    how to archive or delete Purchase Quote which are in pending approval status
    Hi, is it okay to cancel the Approval Request first and then delete it? If that doesn't work, you'll need the developer to make a small customization to change the Status first.
     
    Hope this helps.
    Thanks.
    ZHU

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