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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / working with quotes th...
Microsoft Dynamics GP (Archived)

working with quotes that have expired

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Posted on by Community Member

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.

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  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 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.

  • L Vail Profile Picture
    L Vail 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

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

    Would you mind sharing this Stored Procdure

  • Verified answer
    L Vail Profile Picture
    L Vail 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

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