Archive Documents
User can archive sales and purchase orders, quotes, etc. The documents can archive several times, saving a different archived version each time.
Document can auto archive by system when print the document report. To archive the document when print, user can select [Archive Document] in Print option.
If you intended to archive the original version then make the change to the document, follow the steps below for Archive the Document.
Step 1 - Open the document (e.g., Sales Order) that you want to archive.
Step 2 -Choose the Archive Documents action.
Step 3 - Click [Yes] to confirm archive the document.
Step 4- No. of Archived Versions to be increase once the document has been archived.
User can click the link to open the Archived version to preview. Print or edit archived versions are not allowed.
*Archived versions can restore to original document if the document status is Open and non-posted or deleted. Customized field is not included unless customization scope including Archive and Restore function.