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Former Member

Need to automate Sales Quotation Status 'Close' one the Valid until date exceed

Hi experts

As my sales department is creating no of Sales Quotation a month its very difficult to handle,

we need an option in the system like

if a sales quotation exceed the 'Valid Until date' the status of the same document should change from 'Open' to 'Close'

how is it possible ? is it possible via SPT

if so pls help me by providing the SPT format,which will be very much helpfull

Regrds

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 17, 2016 at 05:15 AM

    Hi all

    Any solution for this thread

    Regards

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 17, 2016 at 02:51 PM

    Hi Shahan,

    In SAP Business One, you can either close the document manually or SAP Business One closed it automatically when you draw it to another document.

    Also, at the time being, SAP Business One doesn't allow automatic background jobs, however you can do it alternatively as the following:

    1. Create a new Console application in MS Visual Studio.

    2. Reference the DI API in this application.

    3. Write down your code to change quotation status to closed.

    4. Connect to the company database according to the SDK sample.

    5. Write data into B1

    6. Close the connection to the company database

    7. On the server, create a new scheduled task, and run your console application with it.

    Regards,

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