View incoming documents in archived quotes and orders

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

Business value

When you can view incoming documents added to sales and purchase quotes and orders, even after archiving the documents, you improve your document management efficiency. You get seamless access to critical information, support informed decisions, and reduce administrative overhead.

Feature details

When 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 archiving the documents.

For example, suppose you attach an incoming document to a purchase order, and then you receive and invoice 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 for the original document.

Note

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

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Additional resources

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