Can I archive Quotes in the SO module?
If yes how can I do that?
Current situation, I want to archive quotes from two years ago, Possible the SO to but for now just the Quotes.
How to Archive Sales Order -> Order Type -> QT - Qute
+18
Hello,
Sales Orders of all types may be archived by date using Archival Policy and Archive Documents screens of System Management.
Your idea has been added to the Ideas section of Acumatica Community. Please vote to add ability to archive Sales Orders by Sales Order Type:
Thank you!
Laura
Thank you ! I tested and was able to archive QT, but where can i see or find the archived SO?
+18
Hello,
From Acumatica Help:
If needed, you can open an archived document on its data entry form, and review it or extract it from the archive.
Laura
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.