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What is the purpose of the expiration date for Business Opportunities?

  • May 8, 2023
  • 1 reply
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Superhero (Customer)
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Hello,

What is the purpose of the expiration date for Business Opportunities? Do they auto close once they go past the expiration date? if not, how do I get them to automatically do this? I have a scheduled database task that uses the “Set_Closed” method of the Business Opportunity API but I cannot set this to only occur when the Expiration date = SYSDATE. This results in an error that makes IFS think the opportunity is already deleted, because its not coming up with a result. 
Any and all advise would be greatly appreciated.

Thanks,
Bryan

Best answer by bdoucette

I ended up having to create a workflow that checks all Business Opportunities, sees the expiration date (I use a workflow to auto-populate this when a BO is created by using Javascript to get the date in 30 days) and closes the BO. I filtered this collection by selecting only the ones that aren’t already closed and have an expiration date that is less than or equal to the current date.

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Superhero (Customer)
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  • bdoucette
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  • Superhero (Customer)
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  • May 19, 2023

I ended up having to create a workflow that checks all Business Opportunities, sees the expiration date (I use a workflow to auto-populate this when a BO is created by using Javascript to get the date in 30 days) and closes the BO. I filtered this collection by selecting only the ones that aren’t already closed and have an expiration date that is less than or equal to the current date.

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