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Expired quotes should not be sent to Z-billing

Expired quotes should not be sent to Z-billing.

Z-Quotes allows you to enter a quote validity date.  There is currently no functionality behind this validity date.

Suggested functionality is to prevent expired quotes from being sent to Z-Billing.

 

5 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni
Status changed to: Unlikely
 
Guru

@nathanc this could be something interesting to leverage Rules to extend the out-of-box functionality. When submitting a Quote to billing, Rules could be run to check if it is compliant. In this way you dont have to implement specific logic like checking expiration date, but can let business specific rules be used (i.e. disallow expired to be sent to billing, unless the user role is VP or higher).

Zuora Alumni

I believe we run Rules on the Send to Zuora, so that could be feasible.