Quotes that are NOT converted to orders by the expiration date can be automatically deleted with the Day End process following the expiration date. However, there is no easy way to delete Quotes that ARE converted to Orders, short of opening them in the OE Orders screen and clicking Delete.

It would be great to have this as an option on the Clear History screen: Delete Converted Expired Quotes through {date}.

by: Pamela F. | over a year ago | Operations Management