Supply quotes that are still open after a certain number of days are canceled and purged automatically during End-of-Day (EOD) processing. The number of days is set at the warehouse level, so any quotes for a particular warehouse will be purged if they are still open this long.
The default for the number of days is three. For example, let's say that you enter and accept a supply quote in the system on Monday. At the same time, the system automatically creates a follow-up activity for this quote in My Follow-up queue on the Home Page screen of your Home Page tab.
On Wednesday night, the quote is still open (that is, the quote has not been converted into a standard order). Any quote that is still open after three days will most likely not be converted to a standard order. During Wednesday night's EOD processing, the system purges, or clears, this quote from your system. It also purges the associated follow-up activity from your follow-up queue if you haven't already deleted it manually.
This quote and follow-up activity purging frees you from having to manually cancel old quotes and their associated follow-up queue activities.
The Warehouse maintenance on the System Configuration screen of the Vision Configuration tab is where you specify how many days supply quotes should be held before cancellation and purging.
Note: To access the Warehouse maintenance, you must have the proper security privileges. The File Maintenance Warehouse job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click the Warehouse folder to expand its contents.
Click the folder for the warehouse you would like to modify.
Click the Order Processing folder. The Order Processing screen appears.
In the Days to Hold Supply Quote field, type a number to indicate how many days supply quotes should remain in the system for this warehouse if they have not been converted into a standard order or canceled.
Click the Accept button to save your changes.