Set Quote Expiration

Specify the number of days after a quote request is submitted that you want all quotes to remain valid. After this time expires, the quote can no longer become a purchase, regardless of its status.

Example

You want your quotes to remain valid for 14 days after the customer submits a request for a quote. You set the Days to Expiration field to 14. Any quote created on your site has 14 days to become a purchase after the quote request is submitted. If the customer waits 15 days to make a purchase, they will no longer be able to make a purchase from that quote.

To configure the quote’s expiration:

1. Go to Commerce > Websites > Configuration.

2. Select your website and domain and click Configure.

3. Go to the My Account tab and the Quotes subtab.

4. Enter the number of days until the quote expires in the Days to Expiration field.

   If you enter a value of 0, the Default Quote Expiration (In Days) value in the Sales Preference record will determine the quote expiration. To confirm this value, go to Setup > Sales > Sales Preferences.

5. In the Days Before Expiration Notification field, enter the number of days before a quote expires when you want to display an expiration notification on your website.

6. Click Save.

To configure the quote’s expiration (SuiteCommerce Advanced pre-Vinson):

1. Create a custom module that includes the SC.MyAccount.Configuration object as a dependency. See Create a Custom Module for instructions.

   Note:

   Do not edit the original Configuration.js source file. See Best Practices for Customizing SCA for information and best practices for customizing JavaScript.

   This task requires developer experience.

2. Update the days_to_expire property in the custom module to match the number of days before a quote expires.

3. Update the quote.daysToExpirationNotification property in the custom module to match the number of days before a quote expires when you want to display an expiration notification on your website.

4. Save and deploy to your site. See Deploy SCA Customizations to NetSuite for more information.

Related Topics

Quotes for Commerce Websites

Customize Request a Quote Properties

Set the Customer Status Internal ID

Define an Invoice Form

Customize Sales Representative Information

Disable Quotes

General Notices