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.
Solved
How to Archive Sales Order -> Order Type -> QT - Qute
Best answer by Laura02
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
+19Hello,
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
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Thank you ! I tested and was able to archive QT, but where can i see or find the archived SO?
1 person likes this
+19Hello,
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If needed, you can open an archived document on its data entry form, and review it or extract it from the archive.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
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
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