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Archived Folders that meet the criteria outlined below are excluded from search results by default but remain accessible. They can still be searched in the system and easily un-archived if modifications are needed.
For a Folder to be archived, it must meet the following conditions:
The Folder must be delivered or marked as a Lost Opportunity
$0.00 AR Balance
No open purchasing activity (all purchase order lines must be invoiced, and POs must have a CLS status)
To locate archived Folders, check the “Include Archived Folders” option on the Folder search screen. Archived Folders will be identifiable by a gray Folder icon.
If you need to make changes to an Archived Folder, you must first un-archive it, as the Save button will be disabled until this step is completed.
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Click the Un-Archive button in the top-right corner of the Folder screen.
Make the necessary changes.
Once the Folder meets the archiving criteria again, it will be automatically re-archived.
A preference setting is available that enables automatic archiving of Folders once they are marked as Reviewed, regardless of any outstanding purchase orders or AR activity. This setting bypasses the standard requirement that a Folder must have no outstanding activity before being archived. If you would like to enable this, please email Nexsyis Support and request that "ForceArchiveAfterFinalReview" be set to "1".