| 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 | RunningUser.GBU__c |
| BU | SLV2_quote_BUp__c | RunningUser.BU__c |
| Visibility | SLV2_quote_Visibility__c | GBU restricted |
| 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 | |
| Pricing Region | RunningUser.Region__c |
"The Deviated payment term and the Standard payment term must be different." Please find below the Icare rule to adapt for Core Novecare :
| IF($Permission.Bypass_Validation_Rules, FALSE, AND( TEXT(Deviated_Payment_Terms__c) = TEXT(Standard_Payment_Terms__c), Record_Type_Developer_Name__c = 'ECCO_Sales_Quote', NOT(Migrated_From_Old_Logic__c) && NOT(ISPICKVAL(StageName, 'Closed - Sales Started')) ) ) |
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"Manually you can only update the Stage from Draft to Closed - Abandoned and vice-versa." Please find below the Icare rule to adapt for Core Novecare :
| NOT($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' |
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"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' |
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"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( $Permission.Bypass_Validation_Rules,FALSE,AND( NOT(Bypass_Validation_Rules__c), OR(Opportunity_Record_Type_Name__c ='Sales Quotes',Opportunity_Record_Type_Name__c = 'Sales Quotes Step Pricing'),OR(Text(Status__c )='Needs Approval',Text(Status__c )='In Review',Text(Status__c )='In Approval',Text(Status__c )='Rejected'), Text(StageName) = 'Closed - Sales Started' )) |
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"You can’t edit the region and currency fields if there is already a product on the quote". Please find below the Icare rule to adapt for Core Novecare + add GBU + BU
| IF($Permission.Bypass_Validation_Rules, FALSE, AND( OR( ISCHANGED(Region__c), ISCHANGED(CurrencyIsoCode), ISCHANGED(Contractual_Commitment__c) ), of_OppLines__c > 0 ) ) |
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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)) |
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