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adminhelp:workflowapprovals:workflowactions:auto_quote_expiration [2011/04/21 15:14] (current)
aquandt created
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 +{{indexmenu_n>74}}
 +====== Auto Quote Expiration ======
 +This is scheduled action that is executed once a day at midnight (server time) and it will automatically push all quotes that are due to expire to 'Quote Expired' status (or any other desired status), fire post actions and/or trigger notifications for each quote. Since this feature is not enabled by default, there are certain steps that need to be performed in order to enable it.
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 +By default, quotes will expire 30 days after they have been created. This time period is controlled with the custom field '**Quote Expiration Date**' (Setup->Quotes->Custom Fields)
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 +{{ workflowapprovals:workflowactions:quoteexpirationcf.jpg }}
 + ;#;//Figure A - Standard Custom Field - Quote Expiration Date//;#;
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 +Quote Expiration Date is a 'Standard Custom Field' which means that it's Name and Type cannot be changed nor it can be deleted. Everything else is configurable. 
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 +As it can be seen on the screenshot, it's formula is set to <*CTX(Date.AddDays(30))*>, calculation type to 'Once, when quote is created' and there is no selection for Tab (so it won't be visible to users). 
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 +After adjusting these settings, user will need to set up the **Workflow** (Setup->Workflow/Approval->Workflow)
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 +Select 'Other Quotes' tab and add 'Quote Expiration' action for desired Start and End status combination (for example: Start Status:Open,End Status:Quote Expired).
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 +<note>It is very important to select 'Other Quotes' tab</note>
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 +{{ workflowapprovals:workflowactions:otherquoteexpire.jpg }}
 +;#;//Figure B - Workflow - Setting up Quote Expiration action//;#;
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