Archive Coupons
Description
There is a coupon history called Sales Disc. Coupons Archive. Here, you'll find all coupons that have been archived. This can occur manually, automatically due to single-use attribute of the coupons, or through the activation of the job queue entry, which archives expired coupons.
We can access the list of archived coupons from the coupons list by clicking on the Related button, where we'll find this option.
We can restore coupons from this page by using the Restore button, which moves them from this list to the sales discounts coupons list.
Manually Archived
We can manually archive coupons from the coupon list or card, by selecting them and clicking the Archive Coupons button. This process verifies if the coupons can be archived, and they will disappear from this list to appear in the archived coupons list.
Coupons that are applied in an unposted invoice cannot be manually archived. Instead of being archived, it will display the invoice where it is applied or all invoice lines where it is applied and pending registration. This way, you can access the documents to remove the coupon line and archive it afterward.
Automatic Archiving
There are two ways to automatically archive a coupon: through document posting or by activating a job queue entry.
After posting. When we post a sales invoice with a coupon that has a single-use usage, it is automatically archived.
Using job queue entry. On the Rebates Setup page, we have a button to automatically create the job queue entry responsible for archiving expired coupons daily. When it doesn't exist, we'll see the button labeled as Create, but if it exists, it will appear as Delete Job Queue Entry. Upon creation, we'll see a message indicating that we should set the job queue entry to ready status. The message is similar to "The Job Queue Entry 7157738 Automatic Coupon Archiving has been created in status On Hold." This will help us keep the coupons always up-to-date, and in case any of them have expired while being used in a invoice unposted, the system will simply notify the user when opening the invoice that the coupon has expired but can still be registered.