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Microsoft Dynamics GP (Archived)

working with quotes that have expired

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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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Tristan Clores 2,812 on at

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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.

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L Vail 65,271 on at

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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

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Community Member on at

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Would you mind sharing this Stored Procdure

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L Vail 65,271 on at

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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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