Tuhund ERP Blog
Irfan Mustafa Qazi
Irfan Mustafa Qazi
15/12/2019 10:44 PM

Auto-close and Auto-expire rules in Inquiry module in Tuhund ERP

Auto-close and Auto-expire, are two separate system triggered functions available in Tuhund. Auto-close closes the inquiry as completed when a related record like quotation, proforma invoice or commercial invoice passes through a specified stage. On the other hand, Auto-expire is a time controlled function that closes as inquiry as lost opportunity if and when an inquiry stays open beyond a specified duration of time without a transition in status. Both these functions together ensure that system is not flooded with too many open inquiries in case processed or lost inquiries are not manually handled by the users. 

Auto-close
Auto-close can be set on Inquiry Type level and same value is applicable to all branches.

Tuhund auto-close Inquiry settings

Options available are as follows :

  • When quotation is sent to the customer
  • When quotation is elevated
  • When proforma invoice is sent to the customer
  • When proforma invoice is elevated
  • When commercial invoice or indent order is created
  • When commercial invoice is posted to the books of accounts
  • When payment against the commercial invoice is realized

Auto-expire
Auto-expire function is more elaborate and has more options. It can be set on branch level individually for each type of Inquiry. You can set time in terms of days in relation to date of inquiry, target closing date of the inquiry or validity date of the last record related to the inquiry, like quotation or proforma invoice. You can also set number of days for advance warning, person who should be warned in addition to persons who are normally in the notification list and the person who should be notified when the inquiry is actually closed. 

Tuhund Auto-expire Inquiry settings
In both cases, authorized users will be able to reopen the inquiry if and when needed. 

 

Labels :

notification

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auto-expire

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opportunity

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auto-close

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inquiry

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commercial invoice

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control

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trigger

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quotation

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inquiry

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proforma invoice

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erp

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sales


Abdul Khaliq
Abdul Khaliq
24/12/2019 11:03 AM

We will Check & update you

 

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