Agent Type 117 - Automatically Update Price Quote Status on Closed Jobs
Use Agent Type 117 - Automatically Update Price Quote Status on Closed Jobs to automatically change the status of any Price Quotes (PQs) that were left open on closed jobs. This ensures that no open PQs remain on jobs that have long been closed and helps maintain a well organized PQ overview.
Parameters
| Field | Description |
|---|---|
| Update Invoiced/Finalized Jobs to Price quote Status "Approved" if Actual Status is "Draft" or "For Approval" | Select this check box to include closed jobs in the cleanup. |
| Update Cancelled Jobs to Price Quote Status "Cancelled" | Select this check box to include cancelled jobs in the clean-up. |
| Update Jobs Closed after Date (Default Current Month Start) | Set a date threshold. This agent then changes the PQ statuses only of jobs that have an end date after the selected date. If this parameter is left blank, the agent uses the first day of the month. |