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SA Order Type - Set Expiration


Hi All,

 

Wondering if anyone has found a way to implement a Business Event to cancel a SA order type that hasn’t been changed from “open” status after X amount of time. We’re finding that sales reps are infrequently starting new orders and leaving them open for weeks at a time. This is throwing off inventory as it’s tied to a stale SA that should be cancelled. Thanks in advance.

Best answer by Dana Moffat

Perhaps using the Cancel by Date might help.

 

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2 replies

Naveen Boga
Captain II
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  • Captain II
  • 3410 replies
  • September 9, 2023

@crodrigues  I think a minor customization is required to achieve this requirement.


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 616 replies
  • Answer
  • September 11, 2023

Perhaps using the Cancel by Date might help.

 


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