Business Central forum

Issue with Archiving PQ

(1) Share

Report

Posted on by Hatimali84

205

Hi everyone,

We are having some issues with the archiving Purchase Quotes.

We are consolidating the PQ’s into 1 single PO using the ‘get lines’ function. So we compile a few PQ’s and create one PO. Then we just need to Archive the PQ’s.

The process normally followed is that once the PQ is released and made to Order and when the order is released and posted, the PQ is also archived.

Can anyone help with this. We have tried to archive the PQ by going in it and select archive PQ but that didnt work.

Regards,

Categories:

All responses (3)

Answers (0)

Suggested answer

YUN ZHU 63,357 Super User on at

Like (0)

Report

Issue with Archiving PQ

Hi, You can try the following setting, Archive Quotes: Question.
This way, when you archive manually or automatically, the following confirmation box will pop up, and you can just click Yes when you need it.

Hope this helps.

Thanks.

ZHU
Jun Wang 5,453 Super User on at

Like (0)

Report

Issue with Archiving PQ

could you provide screenshots so we know if this involves a customization?
Suggested answer

Valentin Castravet 6,544 Super User on at

Like (1)

Report

Issue with Archiving PQ

It seems you have two separate issues/questions

1. Is this the button you click to archive the quote? It should work and there is no set up for it.

2. The Get Lines function only exists on a purchase invoice to bring posted purchase receipt lines. Are you using this function on an order or on an invoice? If its on an order, then you must have some kind of customization in your system. If you have a customization, then this function can be customized further to include the purchase quote archiving part, this would be the easiest solution

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/