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Small and medium business | Business Central, N...
Suggested Answer

2 questions on Archived Documents - Sales Quotes/ Orders

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Posted on by 15

Extract from the Learn Microsoft Page

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To set up automatic document archiving

You can set up automatic archiving of sales and purchase orders, quotes, blanket orders, and return orders. When automatic archiving is turned on, a new version of the archived document is created when someone does the following things:

  • Changes or deletes a document.
  • Prints, downloads, or sends a document by email.
  • Converts a quote to an order or invoice.
  • Posts an order.

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Standard guidelines state that auto archiving should archive when anyone changes a document. However it doesn't happen when we make changes and release the document again. How can I automate it? 

Secondly if changes are also archived, how can I distinguish between:

- an archived quote that was archived because it was converted to a sales order, and,

- an archived quote that was archived manually because of a revision change (this quote may have been lost)

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Have you taken these steps to activate the automatic archiving ?

    The following procedure describes how to set up automatic archiving of sales documents. The steps are similar for purchase documents.

    Choose the Lightbulb that opens the Tell Me feature. icon, enter Sales & Receivables Setup, and then choose the related link.

    On the Archiving FastTab, specify whether to turn on automatic archiving for the various types of sales documents. Hover over a field to read a short description.

  • SNDxb Profile Picture
    15 on at

    Yes auto archiving is already set up. It archives automatically when I delete or convert a SQ to a SO but not if I make any changes to the SQ.

  • Suggested answer
    YUN ZHU Profile Picture
    95,718 Super User 2025 Season 2 on at

    Hi, Changes are not automatically archived. This requires customization.

    Or, After changing, run the Archive Document manually.

    pastedimage1668988939606v1.png

    Hope this helps as well.

    Thanks.

    ZHU

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