Automatic Abandon

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Every time a business user update a quote or quote line item it trigger the update of the "Last Modified By User" field to current date. 

If a quote has the following cirteria : 

  • Last Modified By User > 90 days from today
  • Status = Draft

A batch run daily and will abandon the quote 

In addition a new chatter message is set in order to notify the automatic abandon.

Manual Abandon

At following status the user can request to abandon quote : Draft, Sent for Approval, Approved, Sent to Customer SAP Upload preparation

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