Use Cancel Expired Quotes to close multiple quotes that have exceeded the expiration period configured for their department.
Important: Quotes do not cancel automatically when they expire. You must run this process to change them to canceled status.
Before You Begin
Confirm that the appropriate expiration period is configured for each department:
- Go to Settings > Administration > Department.
- Open the department.
- Select the Doc #s/Dates tab.
- Review the number of days configured for quote expiration.
The system uses this setting to determine which quotes are expired.
Cancel Expired Quotes
- Go to General > Invoicing.
- Select the Configure icon.
- Open the File menu.
- Select Cancel Expired Quotes.
- In the Close Expired Quoteswindow, review the available:
- Branch
- Department
- Expiration Days
- Select each branch and department whose expired quotes you want to cancel. Use the checkbox at the top of the list to select all displayed rows.
- Click OK.
- Wait for the confirmation message indicating that the expired quotes were closed successfully.
The system cancels the expired quotes associated with the selected branches and departments. Canceled quotes cannot be converted to orders unless they are reopened.
Reopen a Canceled Quote
If a quote was canceled but is still needed:
- Open the quote in Invoicing.
- Select the Configure icon.
- Go to File > Re-Open Quote/Estimate.
The quote returns to open status and can be converted to a work order.
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