You can mark an estimate or open quote so that the Open Orders/Pick Tickets Report (ROO) will not purge it from the system, even after it expires. You can mark a bid this way, too, if you first turn it back into an estimate.
On the Header Screen, display the transaction you want to protect from purging.
In the Retain box, type Y. This box appears only on estimates, open quotes, and bids.
Press change. The transaction is protected from purging.
A retained transaction remains in the system until you type N in the Retain box again.
See Also: Deleting Saved Transactions