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Sales Quotes.

  • 21 January 2022
  • 5 replies
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T
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Is there a way in Acumatica to set parameters on how long a sales quote is good for?

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Best answer by deaster93 22 January 2022, 18:08

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E
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Hi Tony,

You can set an expiration date on the Sales Quote.  I am sure you could set it up to make it automated based on the parameters; say 7 days from the quote date.

Hope this helps

Evan

 

 

T
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Evan - Thank you for the reply! and that is exactly what I was thinking, especially since on the SQ report i see the Expiration date. but when we go to New Quote, this is all I see. we are on version 2020 R2

 

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@Tony I am running 2021R2 and the expiration date is available on the header.  You can check the release notes for the newer versions to see if that was added functionality.

Dennis

Best to you!
Chris Hackett
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Hi @Tony were you able to figure this one out? Thanks!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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It looks like the Expiration Date is part of the Quotes in the CRM module.  It doesn’t seem to be available in the Sales Order Type of QT.

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