iCARe Quote creation and price calculation Epic Link:
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 determine the end use and market segment in the OLIs:
On the end_use__c object, the system searches for the account in the quote and product(s) selected.
If there is an end_use__c record matching, the systems gets the market segment and end use values and automatically populate them in the OLI.
The system also displays the values in the screen below as read-only.
If there is no end_use__c record matching the account and products, the system dispkays the fields as editable, so the account manager must select the values manually.
Rules to determine the Pricing market in the OLIs:
Rules to add products into a quote:
Rules to add final consignee into the OLIs:
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: