How to: Set Up Automatic Archiving of Documents in Switzerland

You can set up automatic archiving of sales documents and purchase documents—such as quotes, blanket orders, and orders—before you delete documents.

The following procedure describes how to set up automatic archiving of sales documents, but the same steps apply to purchase documents.

To set up automatic archiving of documents

In the Search box, enter Sales & Receivables Setup, and then choose the related link.

On the Sales & Receivables Setup window, on the Archiving FastTab, fill in the fields as described in the following table.

Field	Description
Archiving Sales Quote	Never to never archive sales quotes when they are deleted. –or– Question to prompt the user to choose whether to archive sales quotes when they are deleted. –or– Always to archive sales quotes automatically when they are deleted.
Archiving Blanket Sales Order	Select to archive blanket sales orders automatically each time they are deleted.
Arch. Orders and Ret. Orders	Select to automatically archive sales orders each time they are deleted.
Automatic Interaction Log	Select to automatically create an entry for the contact in the interaction log when a sales order or partial shipment is posted, or when a sales quote is converted into a sales order. Note This field is not available on the Purchases & Payables Setup page.