Rules for the quote creation:
- Quote Valid To external date must be equal or lower than the Quote Valid To internal date
- Final Consignee is optional. If populated, the quote line items created inside the quote will have the same final consignee
Information to create a quote:
- Quote Valid From and Quote Valid To internal dates is the products that can be included inside the quote (the price of the product must be the same or beyond these two dates)
- Quote Valid To external date
- Region and Currency will drive the price selection for the products added to the quote
Rules to add products into a quote:
Rules to hide Send for Approval button:
Rules to determine the quote line item approver:
Rules to deactivate quote line item:
Rules to turn the quote into Closed - Expired: