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Dynamics 365 Community / Blogs / Khushbu Rajvi's Dynamic 365 Blogs / Business Central: Quote Val...

Business Central: Quote Validity Calculation in Sales & Receivables Setup

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Khushbu Rajvi. Profile Picture Khushbu Rajvi. 21,573 Super User 2026 Season 1
When working with Sales Quotes in Business Central, one small setup can make the process more efficient and consistent: the Quote Validity Calculation field in Sales & Receivables Setup.
This field helps automatically populate the Quote Valid Until Date on a sales quote. Instead of entering the validity date manually each time, users can define a formula once, and Business Central will calculate the expiry date based on the Document Date.

What is Quote Validity Calculation?

The Quote Validity Calculation field is used to define how the system should calculate the quote expiration date.
In simple terms, it tells Business Central:
  • how many days, weeks, or months a quote should remain valid
  • how the Quote Valid Until Date should be derived from the Document Date
This is useful for companies that want all quotes to follow a standard validity period.

Why is it Useful?

In many businesses, quotes are valid only for a limited number of days. If users enter the validity date manually every time, it can lead to:
  • inconsistency across quotes
  • extra manual work
  • possible errors in expiry dates
By using Quote Validity Calculation, Business Central can handle this automatically. This saves time and ensures that all quotes follow the same rule.

How it Works

On the Sales & Receivables Setup page, you can enter a date formula in the Quote Validity Calculation field.

Once the formula is defined, Business Central uses it to automatically fill the Quote Valid Until Date on the Sales Quote.

For example, if your company wants every quote to remain valid for a fixed period after creation, you can define that rule here and let the system calculate it automatically.


Benefit:

This setup is especially useful for organizatons that:
  • create quotes regularly
  • want consistent quote validity periods
  • want to reduce manual entry
  • want to avoid missing or incorrect expiry dates​​​​​​​
It is a small configuration, but it improves accuracy and standardization in the quoting process.


Thanks for Reading…!!

Regards,
Khushbu Rajvi

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