Sales Order

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Posted on by jsshivalik

3,099

Once Sales Invoice is created then Data gets removed from Sales Order. Doesn't Navision store Sales Order information in Archived Sales header

How we can track what was in Sales Header table after Sales Invoice is created.

Thanks

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Community Member on at

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RE: Sales Order

Hello,

Yes and No. Yes, NAV has standard functionality that you Archive documents (i.e. Sales and Purchase) however, you can automate this by turning on the Archive feature on the Sales & Receivable Setup page and checking the box related to Archive Sales... or you can, while on a Sales Order, click Actions/Archive document.

I like turning on Archive for Sales and Purchase documents for all my customers. This way they can see all the changes to a document before its is shipped/invoiced and closed.

Thanks,

Steve
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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: Sales Order

The Archive option is for Orders only, Sales Invoices will be transferred to "Posted Sales Invoice", Go to Sales Orders page and you will find the Sales Order archived.
jsshivalik 3,099 on at

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RE: Sales Order

Hi

My question now is since it is ticked but still not archiving.

Thanks
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Alex A 2,348 on at

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RE: Sales Order

Hello,

Yes you can have archived copies of your Sales Orders, but this data isn't very useful for reporting. Also, you won't need to track what was in the Sales Header/Line table(s) after the Sales Order has been invoiced because all of the same information will now be stored in the Sales Invoice Header/Line table(s). More importantly you can find the pertinent information stored in the ledgers such as the customer ledger entry table and the item ledger entry tables.
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Zaid Tariq 2,274 on at

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RE: Sales Order

There is a field on Sales Invoice Header known as "Order No." which contains the linked Sales Order No..
jsshivalik 3,099 on at

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RE: Sales Order

Hi

It was already ticked. Can anyone send the Screenshot where it should be ticked for maintaining Sales Order Archive History.

Thanks
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Alexander Ermakov 28,094 on at

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RE: Sales Order

When the Sales Order is invoiced in full, it will normally disappear unless achieved by the setup, mentioned by other community members. Please refer here: msdn.microsoft.com/.../hh935230(v=nav.90).aspx (How to: Set Up Automatic Archiving of Documents)
mmv 11,469 on at

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RE: Sales Order

As mentioned by Mohana, after setting the "Archive" option, only the new orders posted will be archived.
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Mohana Yadav 60,232 Super User 2025 Season 1 on at

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RE: Sales Order

did you post new order after setting this or referring to previous order?
jsshivalik 3,099 on at

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RE: Sales Order

Hi

Archiving is ticked but still i am not see that Order.

Thanks