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

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

Field label	API Name	Default value
Quote Title	SLV4_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.
Status	SLV2_quote_Status__c	Default value : "Draft"
GBU	SLV2_quote_GBUp__c	Novecare
BU	SLV2_quote_BUp__c	RunningUser.BU__c
Quote expiring by		Today + 7 days
Standard Payment term		Linked to IPP-314 Populate Account “Standard Payment terms” value If blank at account level → "30 D InvD" by default
Ship to		Check with account functional process (Josiane)
Pricing Region		RunningUser.Region__c
Account customer Segment		TBD

2/ Validation Rules to create :

"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')) ) )

"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 == 'ONE Sales Quote'

"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($Permission.Bypass_Validation_Rules) &&
NOT(Bypass_Validation_Rules__c) &&
ISNEW() &&
NOT(ISPICKVAL(StageName, 'Draft')) &&
Record_Type_Developer_Name__c == 'ONE Sales Quote'
"You are not allowed to select manually the stage "Closed - Sales Started" :
To be reviewed with dev
"You can’t edit the region, currency and Contractual Commitment fields if there is already a product on the quote". Please find below the Icare rule to adapt for Core Novecare + add GBU + BU
IF($Permission.Bypass_Validation_Rules, FALSE,
AND(
OR(
ISCHANGED(Region__c),
ISCHANGED(CurrencyIsoCode),
ISCHANGED(Contractual_Commitment__c)
),
of_OppLines__c > 0
)
)
VR to add if SLV2_quote_Payment_terms__c = Other (Please Describe) ?
Contact__c has to be related to Account

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

Be sure current VR on validity dates will work :

Validation rule : Price_validity_FromTo
Change error message : "Quote valid to (Internal)" needs to be greater than "Quote valid from (Internal)"

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.