Saving Sales orders

hubgilbert

I am aware of the Archive Sales Order Functions, but am unclear how you can keep a copy of an order that has completely shipped. For instance, if I create a Sales Order, create two shipments off of this sales order, then close it, how can I look at my original order. Can Navision 3.7 be set up so that every sales order (without modification) is archived upon closing? If not, how can we show the user each closed order and perhaps associate it with the drill-down on the posted invoices.

Savatage

The sales order ->copy document (posted invoice) doesn't work as a solution?

Polleke

You could use the function "Archive document" before posting the order...

hubgilbert

When you use the Archive Order Function, how do you then view the order once the order is closed. Will we need to place a new function on the menu for the user?

Dean_Axon

I would suggest a couple of options for this....

Polleke wrote:
You could use the function "Archive document" before posting the order...

hubgilbert replied:

When you use the Archive Order Function, how do you then view the order once the order is closed. Will we need to place a new function on the menu for the user?

If you are taking this option, the YES, you need a new menu option as the original order is deleted (in standard database) and this is the only place currently that you can check on your archive versions.

Alternatively, you can stop the system from deleting the sales orders with a modification by your NSC. I have done this very succesfully for many clients. If this option is the one for you, then I would suggest that you consider some kind of "Completed" flag that removes the sales orders to a new "Completed Sales Orders" option. This is how I have dealt with it