If for some reason, you want to restore a previous state of the document, if it was archived, you can restore the document version. The archived documents and their versions are stored in the history of Sales and Marketing module You can archive multiple versions of the same document, which is advisable if there are important modifications on the document. By pushing it, a versioned copy of the document will be created. Manual archiving is made by using the button “Archive document” (see picture) which can be found on the header of the quote or the order. Further, we will exemplify the archiving for sales document, but the functionality is available for purchase documents also. Archiving may be made manual and/or automatically. In Dynamics NAV (Navision) this is possible through a functionality which allows versioning and archiving of these types of documents. Although there are no legal requirements regarding storage into the business applications of quotes and orders, as it is the case with invoices and deliveries documents, it is desirable to have the possibility to keep the historical data. Dynamics NAV (Navision) – sales quotes and sales orders archivingīusiness companies’ activities involve a continuous flow of trade documents and among them quotes and orders have a special position in fulfilling current operations.
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