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 that 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 :

These VR has been pasted from iCare. Please adapt them with the Novecare fields and Record type "ONE Sales Quote"

"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.