Is there any automation within IFS Apps 10 to have open Sales Quotations go from Released/Revised to Closed after so many days? We would like to have some built in automation for this but I wanted to check to see if anything is out there prior to customizing our software.
Version IFS Apps 10 - Update 14
Thank You
+5
Hello
there is no job in IFS standard that will automatically switch the status to closed. Best practice is to manually close the Sales Quatations based on the “Expiry Date” in tab “General” of the Sales Quotation. You can save a query (Expiry Date <= Today) to have an overview about all the quoations that are expired and can be closed.
Kind regards,
Martin
+22
Hi
I don’t know a standard way to do that automatically. Maybe you can think about a custom event.
You can also create a lobby which shows all these quotations.
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