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Automatic Close of Sales Quotations in 10 Days

Dear sir/Mam,

Please help me on how to make automatic sales quotation 'close' in 10 days prior to its posting date.. e.g posting date is january 01 then the document will automatically close on january 10...

thank you

Regards,

Silent

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1 Answer

  • Jan 30 at 08:38 AM

    Hi,

    The only way to do it automatically is with an addon, so I would recommend to create an alert with a simple query. Whomever gets the alert can then manually close the quotations.

    Regards,

    Johan

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