When creating a Quote in OE, you need to be able to specify a quote expiry date to print on the quote. However, you may not wish to have the quote deleted immediately it expires. If the customer calls back after expiry you still need to be able to refer to the quote, and possibly use it to create an order.

Please change so we can specify two different numbers of days:
- quote validity period, to generate a date to print on the quotation
- and a separate number of days to determine when the quote can be erased from the system.

It would be better if purging expired quotes were part of the Periodic Processing, Clear History rather than automatic as part of Day End. As I don't believe in removing existing features which people may be using, add a setup option to specify whether expired quotes should be removed during Day End Processing.

by: Mary O. | over a year ago | Operations Management