View incoming documents in archived quotes and orders

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for	Public preview	General availability
Users, automatically	Mar 4, 2024	Apr 5, 2024

Business value

The ability to view incoming documents added to sales and purchase quotes and orders, even after they are archived, enhances your document management efficiency, ensures seamless access to critical information, supports informed decisions, and reduces administrative overhead.

Feature details

After you archive purchase and sales quotes and orders, either manually or automatically, the archived version of those documents contains the incoming document you attached before you archived them.

For example, let's say you attached an incoming document to a purchase order, and then fully received and invoiced the order.

When you select the number in the No. of Archived Versions field to open the Purchase List Archive page and view the archived versions of a purchase order, the Incoming Document FactBox contains attachments that were attached to the original document.

Note

The Incoming Documents FactBox is hidden by default, but you can personalize pages to show it.

Note

We'd like to thank our community for making this valuable contribution through our BusinessCentralApps open-source repo on GitHub.

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See also

Create incoming document records directly from documents and entries (docs)