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Sales Quotes.

  • January 21, 2022
  • 5 replies
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Freshman I

Is there a way in Acumatica to set parameters on how long a sales quote is good for?

Best answer by deaster93

@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

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    5 replies

    Varsity I
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    • EvanG
    • Varsity I
    • January 21, 2022

    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

     

     

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      Freshman I
      • Tony
      • Author
      • Freshman I
      • January 21, 2022

      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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      Jr Varsity III
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      • deaster93
      • Jr Varsity III
      • Answer
      • January 22, 2022

      @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

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      Best to you!
        Chris Hackett
        Community Manager
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        • Chris Hackett
        • Acumatica Community Manager
        • January 26, 2022

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

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        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*.
        Jr Varsity III
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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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