1/ Default field values or automation for new "ONE Sales Quote" Quote Record type
| Field label | Default value or automation |
|---|---|
| Quote Title | SQ_[SLV2_quote_Account__c.Name]/[Today Date]/[Auto Number : 000001] If not possible configure by default "This field (Quote Title) will be filled automatically" and update it with an automation after creation. |
| Status | Default value : "Draft" |
| GBU | Novecare |
| Quote expiring by | Today + 7 days |
| Quote valid to (External) | If blank after creation populate same value as "Quote valid to (Internal only)" (SLV2_quote_Price_Validity_to__c) |
| Pricing Currency | By default currency of the running user |
| Account customer Segment | Retrieve Account.SLV_Involved_GBU__c.GBU_Account_Type__c WHERE Account.SLV_Involved_GBU__c.SLV7_GCS_GBU__c = Quote.GBU__c If record does not exist : "Customer segment not defined for GBU" Update at quote level if the information is edited at GBU segmentation level before sending for approval (only is status is Draftthat field twice : 1/ At quote creation 2/ When the quote will be sent for approval (the quote status will be updated from Draft to Sent for approval) |
2/ Validation Rules to create :
...
"The Deviated payment term and the Standard payment term must be different." :
IF($Permission.Bypass_Validation_Rules, FALSE,
AND(
TEXT(Deviated_Payment_Terms__c) = TEXT(Standard_Payment_Terms__c), Record_Type_Developer_Name__c = 'ONE Sales Quote',
&& NOT(ISPICKVAL(StageName, 'Closed - Sales Started'))
)
)"You can only update the status to "Sent to customer" or "SAP upload preparation" if quote has been approved"
NOT($Permission.Bypass_Validation_Rules) &&
NOT(Bypass_Validation_Rules__c) &&
ISCHANGED(StageName) &&
NOT(
OR(
ISPICKVAL(StageName, 'Sent to Customer') && ISPICKVAL(PRIORVALUE(StageName), 'Approved'),
ISPICKVAL(StageName, 'SAP upload preparation') && ISPICKVAL(PRIORVALUE(StageName), 'Approved', 'Sent to Customer'),
)
) &&
Record_Type_Developer_Name__c == 'ONE Sales Quote'"The Stage for new Sales Quotes must be 'Draft'. :
NOT($Permission.Bypass_Validation_Rules) &&
NOT(Bypass_Validation_Rules__c) &&
ISNEW() &&
NOT(ISPICKVAL(StageName, 'Draft')) &&
Record_Type_Developer_Name__c == 'ONE Sales Quote'"You are not allowed to select manually the stage "Closed - Sales Started" :
To be reviewed with dev - Contact__c has to be related to the Account or the account Corporate group (Account.ParentId)of the quote. Error message : "Please select a contact related to the account or linked to the account through the Corporate Group." Adapt iCare rule for Core.
- If Status = "Closed Sales Started" or "Quote expired" all quote fields should be in read only. Error Message : You can't edit a quote "Closed Sales Started" or "Quote Expired" ==> Investigate Dynamic forms (for technical teams)
- Quote valid to (External) has to be <= than "Quote valid to (internal only)"
- "Payment terms rationale" is Mandatory if "Payment terms" is not blank
- "Quote valid to (Internal)" needs to be greater than "Quote valid from (Internal)"
Block quote creation If account__r.SLV_SAP_Status__c is "Prospect" OR "Rejected" OR "Draft". Error message : "The Account Status needs to be Creation Request, Validated, Update Requested or Creation Requested in order to create a quote"For “Account (Sold to)” Accept only SAP accounts (If record type = “SAP Customer” AND Partner type=! "Ship to"
Error message : "The Account (Sold to) needs to be in SAP in order to create a quote and not identified as “Ship to” only.”
- Block creation of the quote if the account record type is Corporate Group. Error message : You can't create a quote for a Corporate Group.