Sales Quotation Expiry Notification

Hi @imharshit003,

I don’t think there is a standard functionality as such. But you should be able to design a custom event for this.

Thanks. 

Hi,

There is no specific functionality to notify users when the sales quotation is about to expire. But you could write a simple custom event to trigger a mail to users when the sales quotation is about to expire.

Hi @imharshit003 ,

After creating the Custom Event, you can use Event Action to generate the mail by using action type E-mail as below. 

Thanks. 

Hi,

There is no specific functionality to notify users when the sales quotation is about to expire. But you could write a simple custom event to trigger a mail to users when the sales quotation is about to expire.

 

Since there is no standard method to check sales quotation expiration, you could write a new database method (with the assistance of a technical consultant) to compare system date and expiration date for existing Sales quotation records, and trigger an action to send mail as specified below.

Applicable LU: OrderQuotation

Table: ORDER_QUOTATION_TAB

In the action also, you may add an appropriate condition to specify the duration to send the mail before reaching the expiration date

The written new database method can be scheduled via New Database Task Schedule window to be run daily then

.

If you have many quotations the user might drown in emails.

You could also make a lobby element showing all “soon to expire SQ’s”.