Automatic Archiving

Automatic Archiving

The program can be set up to create archive versions of sales and purchase documents automatically.

For sales documents, set up automatic archiving in the Sales Receivable Setup window, which can be accessed by clicking Departments > Sales & Marketing > Administration > Sales & Receivables Setup.

Select the Archive Quotes and Orders check box for the program to save a copy of a sales quote that is being converted into an order and a sales order that is being posted.

As you have archive versions of a sales quote, you can roll it back to any of archived copies.

NOTE: For purchase documents, the program can also be set up to create archive versions automatically. For that, select the Archive Quotes and Orders check box in the Purchases & Payables Setup window.

You can view the list of document archives in history.

Best Implementation Practices

Document Archive functionality can be used, if you require to maintain Amendments in Sales and Purchase Orders.