RE: Case 4507272. The Sales order Quotes, Repeating Orders and Master Orders Expiration Date defaults to 12/31/5999. A Sage analysts in the department suggested that this is a hard coded field. The Default Sales Order Quote (and Master Orders and Repeating Orders) Default Date needs to default to a more current date.
Enhanement: Change the Quote, Repeating Order, Master Order Default Expiration Date to 365 Days (one year) after the Order Date.
Business Reason: If the Expiration Date defaults to 12/31/5999, old quotes cannot be deleted by the S/O Period End Purge Expired Quote Utility. You CAN change the Purge Through Date to 12/31/5999, but if you do ALL Quotes will be purged, not just old Quotes and Repeating Orders.
by: Kenneth P. | over a year ago | Sales & Distribution
Comments
This is a big issue for one of my clients, who has hundreds of old quotes going back to 2004, which he cannot purge (on MAS 200 4.05).
I would suggest in part of the setup options for Sales Order that there be a question "Default quote expiration date to ### from date of quote" This allows companies the flexibility to set their own rules.
In 4.40 you can set the default expiration date for quotes to X number of days (you define) via a script.
Huge issue for us too and while you can do this with scripting in v4.40 you should not have to. You should be able to set the number of days in setup options.
Some of us don't script. I had an MD modify the code to "today + 90 days" it took him 15 minutes. I agree that there should be an SO default to days for expiration. We need to set it to different dates depending on manufacturer pricing notifications, but 90 is a safe number in most cases.
This should be included in the base prodcut. sage you cant expect everyone to know how to script this.
I have a client with 4,000 old quotes dated 12/31/5999 becuase they were not using the expiration date field. We now have to use VI to export/import the records to change the dates so we can purge them! This is a simple fix - add a number of days for Quote Expiration in the SO setup options and change the field to use this value as referenced by Steve P. over 2 years ago! It should not be so difficult to purge old quotes. The default date is radically bad!
Field should be setup in SO Options for "default number of days until quote expires".
This was addressed in the 2016 version of Sage 100