How to update the quote status for outstanding quotes in a previous Financial Year

KB408

Overview

After a Financial Year rollover, you won’t be able to Edit pending quotes directly on the Quote form.

However, if you have rolled over your database whilst outstanding quotes remain, you can still update the status of the quote as necessary.

Process

This can be done through the command UPDATE quote status for all PENDING quotes in date range (SA4470).

You can either access this command via Accounts Receivable > Command > Special commands > UPDATE quote status for all PENDING quotes in date range.

Or by command search via Ctrl + Shift + R and entering SA4470.

The command looks like this:

You can then add values to any or all of the filters – the only mandatory field is what you would like the quote status to be set to.

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Last edit: 05/12/23