How does the Quote Expiration Process process work?
We have it scheduled to run at the beginning of every month and the expiration time is set to 90 days, but we have quotes that show open from July of last year.
Does this process mark a quote as LOSE? Does it just close it? What does it actually do?
When I run it manually, it completes almost instantly with no details or log.
Hi Aaron. Did you ever find this out?
You say the quotes were open, but I am wondering: Were they marked as “Quoted”?
I found out that all the process does is mark a quote as expired and that’s it.
We bought the “User Process Scheduler” from DotNetIT and run a custom process once a month to close and lose all expired quotes.
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Thanks much appreciated.