How to: Archive Documents

  • Article

You can archive sales and purchase orders, quotes, return orders, and blanket orders, and you can use the archived document to restore the document that it was archived from.

To set up automatic document archiving

You can set up automatic archiving of sales and purchase orders, quotes, blanket orders, and return orders, before you delete documents.

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

  1. Choose the Search for Page or Report icon, enter Sales & Receivables Setup, and then choose the related link.
  2. In the Sales & Receivables Setup window, fill in the fields as follows.
Field Description
Archiving Sales Quotes Never to never archive sales quotes when they are deleted. Question to prompt the user to choose whether to archive sales quotes when they are deleted. Always to archive sales quotes automatically when they are deleted.
Archiving Blanket Sales Orders Select to archive blanket sales orders automatically each time they are deleted.
Arch. Orders and Ret. Orders Select to automatically archive sales orders each time they are deleted.

To archive a sales order

The following procedure describes how to archive a sales order. The steps are similar for all orders, blanket orders, return orders, and quotes.

  1. Choose the Search for Page or Report icon, enter Sales Orders, and then choose the related link.
  2. Open a sales order that you want to archive.
  3. Choose the Archive Document action.

The sales order is archived. You can view it in the Archived Sales orders window. From here, you can also use it to restore the sales order that it was archived from.

To restore a sales order from the archive

The following procedure describes how to restore a sales order. The steps are similar for all orders, blanket orders, return orders, and quotes.

  1. Choose the Search for Page or Report icon, enter Archived Sales Orders, and then choose the related link.
  2. Select the archived sales order that you want to restore, and then choose the Restore action.

The sales order is restored to the earlier state.

NOTE: An archived version of a sales quote / sales order cannot be restored after deleting an original document.

To delete archived sales orders

The following procedure describes how to delete archived sales orders when the original sales order has been deleted. The steps are similar for other archived sales and purchase documents.

  1. Choose the Search for Page or Report icon, enter Delete Archived Sales Order Versions, and then choose the related link.
  2. In the Delete Archived Sales Order Versions window, select the appropriate filters.
  3. Choose the OK button.

See Also

Dynamics 365 Business Central
How to: Track Document Lines
Sales
General Business Functionality
Working with Dynamics NAV