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SA Order Type - Set Expiration

  • Sep 8, 2023 5:06 PM UTC
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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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Naveen Boga
Captain II
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  • Captain II
  • Sep 9, 2023 9:15 AM UTC

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

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Dana Moffat
Community Manager
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  • Community Manager
  • Answer
  • Sep 11, 2023 3:37 PM UTC

Perhaps using the Cancel by Date might help.

 

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