Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP (Archived)

working with quotes that have expired

Posted on by Microsoft Employee

I am looking for a way to bring up a popup if a user tries to bring up a quote that has expired in sales order processing.

I know the user can't transfer to an order if the quote has expired but I want them to get a popup everytime they try to use one that is expired.

*This post is locked for comments

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: working with quotes that have expired

    It's on my Dynamics Confessions blog. Here's a link http://dynamicsconfessions.blogspot.com/2013/01/move-expired-sop-quotes-to-history.html

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: working with quotes that have expired

    Would you mind sharing this Stored Procdure

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: working with quotes that have expired

    Hi Larry,

    We move the quotes to history via a stored procedure. It get's them out of the lookup window, but doesn't delete them.

    Kind regards,

    Leslie

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: working with quotes that have expired

    Hi Larry,

    Out of the box, I believe there is no setting that can give you this option.

    A customization that checks the Quote's expiration might be able to help you on this.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans