Hi,
Is there any possible way to cancel a quotation automatically by given date ?
Thanks,
Dulanjana
Hi,
Is there any possible way to cancel a quotation automatically by given date ?
Thanks,
Dulanjana
Depends on what type of quotes you are using:
QT order type SO quotes(in the Sales Orders module) have a cancellation date and on the Process Orders page there is an action for Cancel Orders that you can automate to run daily and cancel any expired orders(I would recommend filtering for QT order types)
The Sales Quotes in the Opportunities module I don’t believe have that functionality. They do have an expiration date but not a cancelled status or any automated process to cancel them so that would likely require a customization.
Hi
Thanks
Hi
Thanks for the update. Could you please instruct how to automate the process by Process orders form.
Thanks
Hi
You can create an automation schedule on ‘Process order’ screen with required filters.
This opens up the Automation schedule window. Check what conditions and filter work to meet your requirement.
Regards,
Just to add on to
For the schedule you can just set it to run daily before your business hours. There is also an automation schedule history page where you can see the results of the most recent runs(depending on how you setup the retention on the automation schedule on the Details tab).
Hi
I tested and the job done. Thank you for the support.
Regards,
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