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#42001 - 06/19/14 12:02 PM Sales CQ expiry date calculation on new quote
Vlad Maksymiv Offline
Adagio ADP

Registered: 02/19/09
Posts: 197
Loc: Toronto, Canada
Hello Support

Customer is using Sales CQ 8.1B.

After changing “Quote expiry date” or “Expected close date” in company profile (Quotes tab) from 30 to 45 days setting, during creation of the new quote the expiry days is still calculated as quote date + 30

How to fix this?
_________________________
Vlad Maksymiv
Lenmax Software Solutions Inc.
www.lenmax.com

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#42002 - 06/19/14 12:07 PM Re: Sales CQ expiry date calculation on new quote [Re: Vlad Maksymiv]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11520
Loc: Vancouver, BC Canada
Hi Vlad,

The Company Profile setting is just an initial default. The real company default can be found in Maintenance / Define Quote Entry Template.

If the customer uses Security Groups, then this setting can be differently defined on the security group as opposed to the global location above. Edit from File / Groups and look at the Quote Template tab.
_________________________
Regards,
Softrak Tech Support

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