Void/Cancel/Close Quote Line?

jdtrent · August 19, 2020, 7:04pm

Hi there,

I’m looking for a way to close/void a quote line so that pushing the quote to an order or pulling the quote to an order won’t generate order lines for said quote lines.

I can set QuoteDtl.VoidLine to true, but the line still shows up in the quote order wizard as “order worthy.”

Short of BPMs, anyone know how to do this?

Thanks,

hkeric.wci · August 19, 2020, 8:04pm

Can you Expire the Quote? I wonder if that removes it.

There is a Process Set you can find in Main Menu

Quote Expiration Process to schedule the task of expiring quotes in the system that have expiration dates before the current date.

Craig · August 19, 2020, 8:44pm

you can set the quote quantity to 0 then when the order is created from the quote, the sales order wont pick up that line.
to clarify, line 2 was set to 0.