1/ Default field values for new "ONE Sales Quote" 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] 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	SLV2_quote_Expiration_Date__c	Today + 7 days
Standard Payment term		Populate Account “Standard Payment terms” that will be created on If blank at account level → "30 D InvD" by default
Ship to	SLV2_quote_Ship_to__c	Check with account functional process (Josiane)
Pricing Region		RunningUser.Region__c
Quote valid to (External)		If blank after creation populate same value as "Quote valid to (Internal only)" (SLV2_quote_Price_Validity_to__c)

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')) ) )

"Manually you can only update the Status 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($Permission.Bypass_Validation_Rules) &&
NOT(Bypass_Validation_Rules__c) &&
ISNEW() &&
NOT(ISPICKVAL(StageName, 'Draft')) &&
Record_Type_Developer_Name__c == 'ONE Sales Quote'
"You are not allowed to select manually the stage "Closed - Sales Started" :
To be reviewed with dev
"You can’t edit the region, currency and Contractual Commitment fields if there is already a product on the quote". + add GBU + BU fields :
IF($Permission.Bypass_Validation_Rules, FALSE,
AND(
OR(
ISCHANGED(Region__c),
ISCHANGED(CurrencyIsoCode),
ISCHANGED(Contractual_Commitment__c)
),
of_OppLines__c > 0
)
)
Contact__c has to be related to the Account 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"
Quote valid to (External) has to be <= than "Quote valid to (internal only)"

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

Be sure current VR on validity dates will still work :

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