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

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

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 

• 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

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.