Sales Quote Expiry Date

TeddyBusiness CentralDyn365CE3 years ago9 Views

You can specify the Sales Quote expiry date on a field called Quote Valid To Date.

If you want BC to calculate the expiry date automatically, you can specify the date formula in the Quote Validity Calculation field on the Sales & Receivables Setup page.

If you want to batch delete expired sales quotes, there is a function called Delete Expired Quotes that only accessible from…

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