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1/ Default field values for new "Sales Quote - Novecare" Quote Record type

If not possible for some of them (eg : Quote title) 

Field labelAPI NameDefault value
Quote TitleSLV4_Quote_Title__c

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.

StatusSLV2_quote_Status__cDefault value : "Draft"
GBUSLV2_quote_GBUp__cRunningUser.GBU__c
BUSLV2_quote_BUp__cRunningUser.BU__c
Quote expiring by
Today + 7 days
Standard Payment term

To be Define (linked to IPP-314)

Populate Account Level payment terms;

If blank at account level → 30 days

Ship to 
Check with account functional process (Josiane)
Pricing Region
RunningUser.Region__c
Account customer Segment

2/ Validation Rules to create :

  • "The Deviated payment term and the Standard payment term must be different." Please find below the Icare rule to adapt for Core Novecare :

    IF($Permission.Bypass_Validation_Rules, FALSE,
    AND(
    TEXT(Deviated_Payment_Terms__c) = TEXT(Standard_Payment_Terms__c), Record_Type_Developer_Name__c = 'ECCO_Sales_Quote',
    NOT(Migrated_From_Old_Logic__c) && NOT(ISPICKVAL(StageName, 'Closed - Sales Started'))
    )
    )

  • "Manually you can only update the Stage from Draft to Closed - Abandoned and vice-versa." Please find below the Icare rule to adapt for Core Novecare :

    NOT($Permission.Bypass_Validation_Rules) &&
    NOT(Bypass_Validation_Rules__c) &&
    ISCHANGED(StageName) &&
    NOT(
    OR(
    ISPICKVAL(StageName, 'Closed - Abandoned') && ISPICKVAL(PRIORVALUE(StageName), 'Draft'),
    ISPICKVAL(StageName, 'Draft') && ISPICKVAL(PRIORVALUE(StageName), 'Closed - Abandoned'),
    ISPICKVAL(StageName, 'Quote Expired') && of_Active_OppLines__c = 0 && ISPICKVAL(PRIORVALUE(StageName), 'Closed - Sales Started')
    )
    ) &&
    Record_Type_Developer_Name__c == 'ECCO_Sales_Quote'
  • You can only update the status to Sent to customer if quote has been approved

  • "The Stage for new Sales Quotes must be 'Draft'." Please find below the Icare rule to adapt for Core Novecare :

    NOT($Permission.Bypass_Validation_Rules) &&
    NOT(Bypass_Validation_Rules__c) &&
    ISNEW() &&
    NOT(ISPICKVAL(StageName, 'Draft')) &&
    Record_Type_Developer_Name__c == 'ECCO_Sales_Quote'

  • "You are not allowed to select the stage "Closed - Sales Started".
    To turn the stage into "Closed Sales Started" use the button labelled <2 [M] Send For Approval > that is located on top of the Opportunity Page." Please find below the Icare rule to adapt for Core Novecare :

    IF( $Permission.Bypass_Validation_Rules,FALSE,AND( NOT(Bypass_Validation_Rules__c), OR(Opportunity_Record_Type_Name__c ='Sales Quotes',Opportunity_Record_Type_Name__c = 'Sales Quotes Step Pricing'),OR(Text(Status__c )='Needs Approval',Text(Status__c )='In Review',Text(Status__c )='In Approval',Text(Status__c )='Rejected'), Text(StageName) = 'Closed - Sales Started' ))

  • "You can’t edit the region and currency fields if there is already a product on the quote". Please find below the Icare rule to adapt for Core Novecare + add GBU + BU

  • IF($Permission.Bypass_Validation_Rules, FALSE,
    AND(
    OR(
    ISCHANGED(Region__c),
    ISCHANGED(CurrencyIsoCode),
    ISCHANGED(Contractual_Commitment__c)
    ),
    of_OppLines__c > 0
    )
    )

  • You can't manually change the opportunity Stage to "Sent for Approval". Please find below the Icare rule to adapt for Core Novecare :

    IF($Permission.Bypass_Validation_Rules , FALSE,
    AND(
    $RecordType.DeveloperName = "Sales_Quotes",
    ISPICKVAL(StageName, "Sent for Approval") ,
    ISCHANGED(StageName),
    $Profile.Id <> $Label.SysAdmin_ProfileId))

3/ Validation Rules to edit to exclude new "ONE Sales Quote" record type 


Be sure current VR on validity dates will work


4/ Primary contact to be added after creation to related contact

After creation and edition of the contact lookup, create automatically a related "Customer Contact" (SLV_Customer_Participants__c) record linked to the quote with the mapping below : 

  • Contact Name : Quote.contact__c (new field created on IPP-312)
  • Role : Participant (do we want new values ?)
  • Primary : True
  • Quote : Current quote

If the contact__c field is updated we need to replace the primary contact created before by the new one.




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