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Business Central forum

Default the Quote Valid Date in a Sales Quote

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Posted on by 2

In Business Central, the Sales Quote page has a field called "Quote Valid Until Date".  Can this field be defaulted to a certain number of days based on the document date?  For example, can the Quote Valid Until Date be automatically populated with 30 days from the Document Date. 

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  • Verified answer
    AJAnsari Profile Picture
    5,754 on at

    Hi Kat,

    This sounds like a great suggestion / idea to submit to Microsoft. You can get to that microsite by clicking the Ideas link on the menu on this site (and then navigate to the Dynamics 365 Business Central ideas section).

    If you are a developer, or work with one, you can also easily create an extension to add a field to the Sales & Receivables Setup where the user can define the number of date that the quote will remain valid for, and then use that value/formula to populate on the quote based on the Document Date.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

  • Kelly Top Profile Picture
    2 on at

    Thanks AJ!  I’ll put this an idea and put the link here

  • Kelly Top Profile Picture
    2 on at

    Here's the idea - please vote!

    experience.dynamics.com/.../idea

  • AJAnsari Profile Picture
    5,754 on at

    Voted up! You're already at 6 :-)

  • Kelly Top Profile Picture
    2 on at

    Thank you!

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