Archive Documents
User can archive sales and purchase orders, quotes, etc. The documents can archive several times, saving a different archived version each time.
Auto Archive when Print the document report
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.
Manual archive
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.
Archived Versions and Revision No.
(1) No. of Archived Versions to be increased once the document has been archived.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
Restore archived version.
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.