1. Set Up Automatic Archiving
1.1 Navigate to the Sales & Receivables Setup page.
1.2 On the Archiving FastTab, enable automatic archiving for sales quotes.
2. Configure Quote Validity Calculation
2.1 In the Sales & Receivables Setup page, find the Quote Validity Calculation field. Enter a date formula to calculate the expiration date of sales quotes. For example, CM+1M+CM means quotes created this month will expire at the end of the next month1.
3. Delete Expired Quotes:
3.1 Go to the Sales Quotes page.
3.2 Select Actions -> Quotes -> Delete Expired Quotes.
3.3 In the Delete Expired Sales Quotes report, enter the date up to which you want to delete expired quotes.
3.4 Confirm the deletion