Archiving Converted Quotes and Posted Orders

Archive, PostDid you know that you could archive converted Sales or Purchase Quotes and posted Sales or Purchase Orders? This allows you to see the document in its entirety even after it is no longer active.

It’s real simple: Check the box next to the Archive Quotes and Orders field on the Sales & Receivables Setup and/or Purchase & Payables Setup as desired and this will affect all future quotes and orders.

To view archived documents using the RoleTailored Client, navigate to Departments > Sales & Marketing > Archive or Departments > Purchase > Archive. In the Classic Client, you should be able to find the archive pages under the History menu of the Sales & Marketing and Purchase & Payables menus.

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