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D365 Business Central : Sales Quote Expiry Date

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You can specify the Sales Quote expiry date on a field called Quote Valid To Date.

If you want BC to calculate the expiry date automatically, you can specify the date formula in the Quote Validity Calculation field on the Sales & Receivables Setup page.

If you want to batch delete expired sales quotes, there is a function called Delete Expired Quotes that only accessible from Sales Quotes page.

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Experienced NZ-based NAV Developer and Consultant with 15+ years of experience leading multiple IT projects, performing business analyst, developing, implementing, and upgrading Dynamics NAV and Business Central. Passionate to deliver solution that focuses on user-friendly interface while keeping high standard of compliance with the needs.

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1 Response

  1. Sales Quote Expiry Date - 365 Community
    25 February 2021

    […] Sales Quote Expiry Date […]

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