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 onc...
There should be an option where you can set a preference in MYOB that after, say 90 days, the quote is no longer valid and moves to the closed list and no longer appears in the popup list when entering new transactions.
Sasuesa wrote in 2016:
It appears the only way you can get them off your system is to delete them. That would leave holes in the invoice number sequence which is unacceptable. If you do nothing they keep appearing in a pop-up whenever you try to enter another quote for that customer and that list just keeps getting longer. It would be really great if there was a way of making quotes inactive or expired so they don't keep clogging up the data-file, but are still available if you need to refer to them.
I agree that this is something that is needed. I have 20 plus salesmen writing many quotes a day and only a small percentage are converted to an actual order then invoice. The remainder quotes need to be accessed for historical data, but are sitting as "open" in the transaction history each time you go to do a new quote.
I cannot delete these, as it affect the auditing sequence number and I dont have time to go and reverse every single quote that was created.