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sales quote field "valid to"

Hello together,

I have a question about the sales quotes. Is it possible to define a default for the field "valid to" dependent on "date"?

For example "valid to" should set automatically 8 weeks later dependent on "date".

Thanks and regards

Kathrin

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3 Answers

  • Best Answer
    Oct 21, 2015 at 03:46 PM

    Hello Kathrin,

    You can set in Business Configuration following below steps:=>

    1.Go to Business Configuration ->Select Project->Open Activity List and search for activity name "Date Profile" and open it.

    Here for Sales Quote set : Quote Validity = Creation Date + Number of Days(maintain days here).

    Hope this answer.

    Best Regards,

    Ankush.

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  • Oct 21, 2015 at 02:15 PM

    Kathrin,

    I am not 100% sure, yet, I believe you can achieve this through PDI. I am almost sure you can not do it through KUT.

    Hope this initial comments help.

    Regards.

    Alejandro.

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  • Oct 22, 2015 at 06:25 AM

    Hi Kathrin,

    If you are referring to Creation Date, then it can be achieved using BC Configuration for Date Profiles as Ankush Mentioned.

    If you want to achieve this conditionally then you should use Workflow rules(select field update).

    Regards,

    Bejoy

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