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Change Valid date in Sales quote

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Hello,

My client reported to me that she can't send to approval the quotation and I think that's because the valid date it's on the past.


Is it possible to change the "valid date" in Sales Quote?

Can you help me?

Thank you,

André Luís

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Answers (1)

Answers (1)

AnkushPashine
Product and Topic Expert
Product and Topic Expert
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Hello Andre,

1.There is Business Configuration Fine tune activity name "Date Profiles" where you can set default Quote Validity base on Requested date.

2.Once quote is created , it will have validity as set in Fine Tune 'date profiles' .However you should be possible to manually change the 'Valid

To' date of newly created Quote .

3.In the provided screenshot on edit, if your 'Valid To' field is not editable, it could be depend on many reasons for e.g. Quote overall Status, Quote is already send for Approval , inconsistency etc..please check .

If this answer, do set the thread answered.

Best Regards,

Ankush Pashine.

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Hello Ankush,

Thank's for your answer.

Regards,

André Luís

AnkushPashine
Product and Topic Expert
Product and Topic Expert
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Appreciate, if you can set the post as helpful/answered , if my response helped you !

AnkushPashine
Product and Topic Expert
Product and Topic Expert
0 Likes

Appreciate, if you can set the post as helpful/answered , if my response helped you !