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Sales Order - Order type QT - Expiration date

  • December 18, 2024
  • 1 reply
  • 69 views

Hello,

Is there a way to set/show expiration date on the sales order of type “QT (using order template Quote)? There is a way to setup a “Days to Keep” but looks like cannot be shown on the sales order screen.

Best answer by darylbowman

You could use a UDF attribute to manually enter a date on a Sales Order. If you want to configure a preference and have it apply to all QT orders, you’d need a customization. If you chose that route, you could also warn a user when opening a QT order that has ‘expired’.

1 reply

darylbowman
Captain II
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  • Answer
  • December 18, 2024

You could use a UDF attribute to manually enter a date on a Sales Order. If you want to configure a preference and have it apply to all QT orders, you’d need a customization. If you chose that route, you could also warn a user when opening a QT order that has ‘expired’.