Leslie Vail has posted an article at a time when I am currently working on closing down thousands and thousands of SOP quotes which users failed to close down. It’s about a SQL Script which moves all expired SOP quotes to history.
(Some really lame) reasons I use to hear for not closing down quotes:
1. We don’t know when that quote would be materialised.
Seriously? Gotta be kidding me. If it’s a quote of age 2+ years and you still don’t know whether it would get materialised or not, then something is wrong fundamentally.
2. If it’s voided, we won’t be able to copy the line items of that quote.
Wrong. You can. Copying line items from an SOP document is very much possible, even if it’s transferred or voided.
3. We don’t know whether the comments that we had added specific to that quote would be available for us to reuse it.
Answer is a positive YES. You can reuse the comments, because comments are NOT stored on that document but on Comments Master. Just select the ID and there it is. Unless, you have edited that comment on the document. But again, come on, it’d take 5 mins for you to inquire the voided one, copy the comment text and paste it on new one.
And so on…