Include job information in archived sales and purchase documents

Enabled for Public preview General availability
End users, automatically This feature is released. Nov 29, 2019 This feature is released. Dec 17, 2019

Business value

Orders and quotes are likely to go through a few iterations until agreed to with customers or vendors. Throughout this process, it is useful to keep track of different versions of quotes and orders—in particular, information related to projects or jobs.

Feature details

You can now archive job-related data on sales or purchase quotes and orders.

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See also

Archive Documents (docs)