I have quotes in Order Entry that have past the expiry dates and are not being removed when running Day End processing from Inventory Periodic Processing. I have Default Quote Expiration Days set to 30 and Clear Expired Quotes After 0 days checked.
I have quotes in Order Entry that have past the expiry dates and are not being removed when running Day End processing from Inventory Periodic Processing. I have Default Quote Expiration Days set to 30 and Clear Expired Quotes After 0 days checked.
Are all the quotes still left behind or just some of them?
Just some of them are left behind, their status for "Order Completed" is "Complete/Not Included".
Okay, I'm going by memory here but OE used to keep old quote if they were 'used', that is converted to an order. Look to see those were converted. The quote number is stored on the order. You can see it in the finder
I've been looking at this issue too, trying to speed up Day End for clients who have a lot of quotes. I don't fully understand what the AOM definitions of COMPLETE mean ("Complete/included" vs "Complete/Day End"?) but I think I've figured out that statuses 1 & 2 will allow the quotes to be deleted, and statuses 3, 4 & 5 will not. In the data I'm testing, there are over 8000 old quotes, and Day End reads through all of them. I thought maybe if I changed COMPLETE to 4 or 5 in the header, it might skip those, but no luck. But I was able to delete some, and am checking data integrity to see if it finds any issues.
*Community Hub is the new name for Sage City