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Archive Service orders

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Posted on by MS-30040609-0

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Hi everyone,

When I archive a service order the order is still left in the service order list.

What do I need to do to remove an archived serviceorder from serviceorderlist?

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Dynamics 365 Business Central

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Sohail Ahmed 4,747 on at

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Archive Service orders

Hope this might be helpful:

When you Archive a Service Order in Business Central, it creates a copy of the service order in the "Service Order Archives" list for historical reference. The original service order is not automatically removed from the "Service Order List" merely by archiving it.

To remove the original service order from your active "Service Order List," you need to delete it.

Here's the typical process and what you need to do:

Archive the Service Order (already done): This creates the historical copy.

Ensure it's Posted (if applicable): You can only delete a Service Order if its status allows it. Generally, you cannot delete a Service Order that has open entries or is fully/partially posted. Ensure all related Service Invoices have been posted and the Service Order status is "Finished" or "Invoiced."

If it's a partially posted order, you might need to resolve any outstanding lines.

If it's an unposted order that you just want to remove, you can delete it directly after archiving

Delete the Original Service Order:

Go to the "Service Order List."

Find the Service Order you wish to remove.

Select it, then go to Process > Delete (or similar action depending on your version and page layout).

Important Considerations:

Audit Trail: Deleting the original service order from the active list after archiving ensures you retain a historical record in the archives while keeping your main list clean.

Status for Deletion: The ability to delete a Service Order depends heavily on its status and whether any financial or inventory transactions have been posted against it. Business Central prevents deletion of orders with active financial impact to maintain data integrity.

In short: Archiving creates a copy; to remove the original from the active "Service Order List," you must delete the original Service Order after ensuring it's in a deletable status.

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YUN ZHU 85,670 Super User 2025 Season 1 on at

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Archive Service orders

As other experts have mentioned, this is standard behavior, and the Sales and Purchase Archive functions are the same, so there are version differences in the Archive document, which is a 1-to-many relationship.

Hope this can give you some hints.

Thanks.

ZHU
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Andrés Arias 1,293 on at

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Archive Service orders

Hello,

The standard functionality does not automatically delete service orders that are archived.

There are two ways to do this:

- Delete them manually.
- Execute the Delete Invoiced Service Orders Process (filter With No. for example).

I hope I can help.

Regards,

Andres
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Mansi Soni 5,176 on at

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Archive Service orders

Hello,

Archiving a service order in Business Central does not remove it from the active Service Order list, it simply creates a copy in the archive for reference. To remove it from the active Service Order list, you need to manually delete the original service order (once it's completed and no longer needed). The archived version will still be available under Service Order Archives for future reference.

Hope this answer will help you!

Regards,
Mansi Soni
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Mohamed Amine Mahmoudi 24,372 Super User 2025 Season 1 on at

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Archive Service orders

Hi @MS-30040609-0,

In MS D365BC, when you archive a service order, the system creates a copy of the order in the archive table but does not delete the original record from the main Service Order list. This is by design, to give you control over when (or if) you remove the live record.

To remove the archived service order from the Service Order list you need to manually delete the original service order after it has been archived, or you need to customize or automate the process.

Best regards,

Mohamed Amine MAHMOUDI