Purge: Quotes

There should be an option where you can set a preference in MYOB that after, say 90 days, the quote is no longer valid and moves to the closed list and no longer appears in the popup list when entering new transactions.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.

Hi Sasueusa

Thank you for your feedback in regards to AccountRight and quote removals

I have merged your idea with this similar idea already included on the AccountRight Idea Exchange.

Can you see the solution for my thread 'Expired Quotes'?.  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.  Regards, Sasueusa

Hi Gerey

Thanks for the follow up message.

This idea been placed in Under Consideration and it is something that we are still looking into for future releases of the program. At this stage we don't have a direct time frame for when this idea will be marked for development and implemented into the program. However do still encourage clients that would like to see it to vote and comment if required for this idea as we certainly can see the benefit for clients not only on AccountRight Live but AccountRight Classic as well.

Me again! This is an onging issue and i want to know what has been done to materially address it? It would not appear to be a big deal to be able to organise. What's happening with it???? I have looked under file menu and see that closed invoices is still the only option. Dont need to remind you that quotes are not considered closed. Still a massive pain in neck as far as size of file is now 200+MB Have been a MYOB customer for decades and paid a lot of money for support. Would be nice to see some action addessed to the customers still using traditional version (not cloud). We dont all have great broadband you know. Thanks - in anticipation! Gerey

Hi there Janet-Desk,

I can see that you have also posted on the AccountRight board regarding your issues. Please be aware that the issues you have encountered is not a matter of the program being designed to not be able to delete quotes, but rather a problem stemming from a specific issue within your datafile.

I have responded to your post here accordingly.

Cheers,

Tallie

As soon as I try & delete any old Quotes at the Sales Register Information window - straight away it comes up with the error message from MYOB AccountRight - Somethings gone wrong & AccountRight needs to close. Were really sorry. Errors like this are usually one-offs, but if you keep having problems, check for a solution. Then it sends the error e-mail. But no one has got back to me in all the times I have tried. It is a No-Reply e-mail address. Believe me I have sent lots of the e-mail error messages, hopeing someone would get back to me.

All I want to do is delete the old quotes from February 2013 onwards!

AcountRight Version 2015.3.17.3339

Janet

Great idea. But still doesn't solve my problem - as I can't even use the delete option. It just won't delete them as they are in the 2012 & 2013  financial years & those financial years have been closed off. Even if I change the security date to before then. I can't delete them off the system. 

 Hi Kelly81

Thank you for your feedback and additional thoughts into the idea. 

I assume you would like to see it as a preference in the Setup>>Preferences>>Sales tab and have being able to set the number of days within that window?

Good idea but the company file administrator should be able to set the number of days after which the quote is closed not just a number of days as hard coded by MYOB .