Observação
O acesso a essa página exige autorização. Você pode tentar entrar ou alterar diretórios.
O acesso a essa página exige autorização. Você pode tentar alterar os diretórios.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Oct 1, 2024 |
Business value
Service documents often change and evolve during their lifecycle. The archiving capability gives you control over your service data through audit trails and version control.
Feature details
Archiving capabilities for service management are similar to the functionality in the sales and purchase areas. You can set up documents to archive automatically. With automatic archiving, Business Central creates a new version of the archived document when users do the following actions:
- Delete a service quote or service order.
- Post a service order.
- Convert a service quote to an order.
The system also extends the functionality of contract filing, which stores a version of a service contract or service contract quote. Filed service contracts and filed service contract quotes now include more fields, such as Payment Method Code and Direct Debit Mandate ID. They also include the following related tables:
- Filed Contract/Service Discount
- Filed Contract Service Hour
- Filed Service Contract Comment Line
You control the archiving process. The following list shows the documents and options for archiving when you set up automatic archiving on the Service Management Setup page:
- Archive service quotes: Never (default), Questions, Always.
- Archive orders: Yes/No.
- Delete Filed Contracts: Yes/No.
Use the Archive action to manually archive versions of service documents, such as service quotes and orders.
To keep your database size manageable, add archived service documents to the Retention policy tables list.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.
Thank you for your idea
Thank you for submitting this idea:
We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.
Additional resources
Archive documents (docs)