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Former Member
May 25, 2012 at 08:48 AM

Automatically setting quotation status to 'Expired'

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Hello experts,

We have a project requirement wherein whenever the current/system date is greater than the 'Valid To' date of a quotation, the status of the quoation should automatically changed to user status 'Expired', provided the quotation is in 'Open' user status. So, suppose at midnight, as soon as the system date changes from 2/6/12 to 2/7/12, all the quotations in 'Open' user status for which the 'Valid To' date was 2/6/12 should be set with user status 'Expired'.

Now, I understand that the standard method COMPLETE_DOCUMENT can be assigned to an action within the quotation action profile to achieve this requirement. However, since this method changes the system status to 'Completed', how do I link this to my user status 'Expired'? Does the method COMPLETE_DOCUMENT check the 'Valid To' date or would that start condition need to be added in the action definition?

Also, in the 'Processing time' in the action definition, we have 3 options:

  • Immediate processing
  • when saving
  • using selection report

For the above requirement wherein the quotations need to be scanned in the background and status needs to be changed, which one ut of the 3 options above do I select in the action definition?

Would really appreciate any inputs on the points above.

Regards,

Aditya Mishra