This module adds a scheduled action that automatically cancels quotations after their expiration date.
Added starting from v16: A checkbox has been added in the contact form under the Sales&Purchase tab. This checkbox is selected by default and controls whether quotations related to that contact will be automatically canceled. If unchecked, the scheduled action will not cancel quotations for that specific contact, allowing more control over the auto-cancellation process on a per-contact basis.
A company setting can be modified to decide how many days after the expiration date the quotations are automatically cancelled.
Table of contents
- Go to the menu Sales > Configuration > Settings.
- In the Quotations & Sales section, set the Auto-cancel expired quotations after X days parameter to define how many days after the expiration date the quotations will be canceled automatically.
- Additionally, open the contact form for any customer and under the Sales&Purchase tab, you will see the checkbox Auto-cancel Quotations. This checkbox is checked by default, meaning the system will automatically cancel expired quotations for this contact. You can uncheck it if you do not want the scheduled action to cancel quotations for that specific contact.
- By default, the scheduled action "Cancel Expired Quotations" is not enabled to allow initial configuration of the auto-cancel period in days.
- Once enabled, the scheduled action will run automatically once a day, canceling expired quotations based on the defined expiration period.
- For each contact, the Auto-cancel Quotations checkbox under the Sales&Purchase tab controls whether that contact’s quotations will be auto-canceled. If checked, the quotations will be canceled after expiration. If unchecked, the scheduled action will skip those quotations.
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- ForgeFlow
- OERP Canada
- Jordi Masvidal <[email protected]>
- OERP Canada:
- Foram Darji <[email protected]>
- Roger Sans <[email protected]>
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.