Someone here asked if we can set the "due Date" default to update when quote is converted to order? For example, someone writes a quote on 2/1, we have a default due date of 10 days set up so the due date here would be 2/11. The client finally orders on 4/15 so the quote gets converted but the due date remains 2/11 instead of updating to 4/25 which would be the desired action. Production sees the old due date and gets confused. Is there a setting to "fix" this?
Thank you
1 Comment
Matt Rose (matt@prestigequoting.com)
said
about 6 years ago
QuoteWerks doesn't update this field.
It is possible to do this with a script, however.
I have clients doing similar things with updating dates based on quote revisions and the like.
Jim Murray
Someone here asked if we can set the "due Date" default to update when quote is converted to order? For example, someone writes a quote on 2/1, we have a default due date of 10 days set up so the due date here would be 2/11. The client finally orders on 4/15 so the quote gets converted but the due date remains 2/11 instead of updating to 4/25 which would be the desired action. Production sees the old due date and gets confused. Is there a setting to "fix" this?
Thank you