Gerey's avatar
Contributing Cover User
10 years ago

Purge: Quotes

Hi - we use the Quoting facility of MYOB extensively and convert quotes to orders and then to invoices if quotes are accepted and progress on. Our system set up already ensures Quotes are deleted once converted to Orders  -as are Orders deleted once converted to Invoices.  However our MYOB file is now over 130MB and whilste we purge old invoices and optimise our file etc etc we cannot purge redundant QUOTES as they are considered "open"  transactions. The quotes currently display from 2008 (!). As quotes really are only valid for six months or so this is ridiculous. The only way we can get rid of them is to manually delete them one at a time. Whilst it is good to be able to look back a couple of years to see what was previosly quoted (despite our six month validity policy) - there needs to be a mechanism to elect to purge quotes at year end in the same way invoices can be. Either that or a way to convert them to closed transactions after an electable period of time so they can be purged during usual end of year processes.Thanks


"Bulk Purging of old Quotes"