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Step 4- (1) No. of Archived Versions to be increased once the document has been archived. User can click the link to open the Archived version to preview.
(2) Revision No: The number that the users have revised the document, will be = No. of Archived Versions-1
(3) Revision Date: The latest revised date
*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.