Learn the best way to archive sales documents like quotes, blanket orders, and return orders in Microsoft Dynamics 365 Business Central. Find out which setting you need to enable for efficient document archiving.
Table of Contents
Question
You are tasked with configuring Microsoft Dynamics 365 Business Central to manage sales document archiving.
You need to set up the system to archive sales quotes, blanket orders, orders, and return orders after they are processed.
Which setting should you enable?
A. Select the ‘Copy comments’ field.
B. Enable the archiving of sales documents on the ‘Archiving’ FastTab.
C. Set ‘Default Posting Date’ to ‘No Date’.
D. Enable the ‘Background Posting’ feature.
Answer
B. Enable the archiving of sales documents on the ‘Archiving’ FastTab.
Explanation
Enabling the archiving of sales documents on the ‘Archiving’ FastTab allows the system to keep a backlog of processed sales documents such as sales quotes, blanket orders, orders, and return orders. The ‘Copy comments’ field is related to copying comments between sales documents, not archiving. ‘Default Posting Date’ affects the default date on sales documents, not archiving. The ‘Background Posting’ feature is related to posting sales documents in the background, not archiving.
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