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

Field label	API Name	Default value
Quote Title	SLV4_Quote_Title__c	SQ_[SLV2_quote_Account__c.Name]/[Today Date]/[Auto Number : 000001]
Status	SLV2_quote_Status__c	Default value : "Draft"
GBU	SLV2_quote_GBUp__c	Novecare
BU	SLV2_quote_BUp__c	RunningUser.BU__c
Visibility	SLV2_quote_Visibility__c	GBU restricted
Quote expiration date	New field created on IPP-312	Today + 7 days
Standard Payment term		To be Define (linked to IPP-314)

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'

"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'
If Deviated payment term is “Other (Please Describe)” the Payment term description is mandatory: Do we want to adapt the same logic as SPP ?

"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 :
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 "Sales Quote - Novecare" record type

SLV10_Prevent_edition_accepted

SLV11_CSR_Mandatory

SLV11_QUO_User_GBU_Validation

SLV4_Location_ShipTo_mandatory

SLV4_Specific_Invoice_Periodicity_empty

SLV4_Specific_Payment_Term

SLV5_block_validate_status

SLV7_QUO_Confidential_MBU_Validation

specific_billing_frequency

Volume_validity_FromTo