Open topic with navigation
This option is only available for On Premise deployments.
To help you to manage your orders and returns data, you can move completed or cancelled orders and returns to an archive file.
You can only archive orders and returns with a Completed or Cancelled status. This means that Live orders and returns are not archived accidentally.
Note: If you are intending to generate Intrastat entries, do not archive the sales and purchase orders until you have generated the Intrastat within Accounting System Manager.
Orders and returns are archived by the date of the order or return and not the date of associated documents. When you archive an order or return, all associated documents such as invoices and credit notes are also archived, even if the date of the associated documents is after the archived date.
You can view archived orders or returns from the archived sales and purchase document enquiry screens.
You cannot view allocated, despatched and received , or invoiced quantities, or the linked purchase order details for the sales orders.
You cannot archive sales order and returns for a customer when the customer account is set to use consolidated billing, and there are part despatched or part invoiced sales orders and returns within the archive date range specified.
Open: Sales Order Processing > SOP Utilities > File Maintenance > Archive SOP Orders and Returns.
Open: Purchase Order Processing > POP Utilities > File Maintenance > Archive POP Orders and Returns.
Note: Make sure that you have finished with all associated documentation before you archive the order or return. All associated documents are also archived, even if they are dated after this date.
A message is displayed when the archive is complete.
Go to top