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Sales Quotation Expiration Date

  • 1.  Sales Quotation Expiration Date

    Posted 19 days ago
    Good afternoon all!

    I'm having some difficulties with the Sales Quotation module in AX.  I'm not sure if I'm missing a configuration somewhere, or if this is expected behavior.

    When creating Sales Quote for an existing customer I'm specifying an "Expiration Date" on the header, and then "Sending" it.  Once the customer agrees to the quote I would "Confirm" it to finalize the quote and generate a sales order.

    The issue we're seeing is that for quotes where the Expiration Date is in the past the system still allows me to confirm the quote and generate the SO.  I would have expected, at a minimum, to be alerted that the quote was no longer valid.

    Am I missing something here, or is this expected?

    Thank you in advance for your help.
    -Adam

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    Adam Pascoe
    Bio-techne
    Minneapolis MN
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  • 2.  RE: Sales Quotation Expiration Date

    TOP CONTRIBUTOR
    Posted 19 days ago
    Hi Adam,

    There is no real expiring on sales quotations. The purpose of the due date is being able to create planned activities and follow up, trying to get the deal. At least, this is my understanding of the functionality. It would be up to you to convert the quotation into an order or not if the due date is passed.

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: Sales Quotation Expiration Date

    SILVER CONTRIBUTOR
    Posted 19 days ago
    ​You can set up a reason code of "expired"
    Then run Sales and marketing > Periodic > Quotation update > Cancel Quotation

    Set reason  to "Expired"
    Press select and filter
    Expiration Date = (DayRange(-60,-30))
    Quotation status = !Confirmed

    This will cancel all quotations that have a due date over 30 and under 60 days old.

    If you run this in batch you can have it update every night.


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    Richard Wehmeyer
    PlayCore
    Chattanooga TN
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