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Archive Servicedocuments

2024/10/11 • 1 min. to read
There is a page action "Archive document" for service orders and service quote; this action allows the current document to be archived and subsequently viewed in the respective archives. The archived document is inserted into the respective archive with a version number, allowing different versions to be archived. The archives can be found via the search under "Service order archive" & "Service quote archive".

Automatic Archiving

In addition, there is a separate "Archiving" tab in the "Extended service setup" setup, in which you can specify whether the service order should be archived automatically when a booking is made or the service quote is created as an order.