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SA Order Type - Set Expiration

  • 8 September 2023
  • 2 replies
  • 48 views

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.

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Best answer by Dana Moffat 11 September 2023, 17:37

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Userlevel 7
Badge +17

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

Userlevel 7
Badge +2

Perhaps using the Cancel by Date might help.

 

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