Archive sales orders
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Apr 21, 2023 |
Jun 7, 2024 |
Business value
Over the years, companies will typically generate and store a large volume of sales orders and sales order lines. Although these records aren't required for day-to-day operations, they may still be needed for purposes such as historical reporting, auditing, machine learning, legal claims, and so on. Keeping a large volume of historical sales orders and lines in your day-to-day working environment not only results in increased storage costs, but also impacts system performance and usability.
With this feature, you can leverage the archival framework to perform rule-based archiving of historical sales orders and lines. The archived records are removed from your day-to-day working environment and stored in your Dataverse-managed data lake, thereby improving system performance and lowering operating costs while keeping your historical sales records available as read-only data for when you need them.
Feature details
Leverage the data archival solution provided with Microsoft finance and operations apps to archive your historical sales orders and sales order lines. Administrators can set up logical rules to control when and how sales orders and sales order lines will be archived from your day-to-day Supply Chain Management database to your Dataverse-managed data lake, where the data will remain available for historical reporting, auditing, machine learning, legal claims, and other purposes.
See also
Archive Dynamics 365 Supply Chain Management Sales orders data (docs)