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1/ Default field values or automation for new "ONE Sales Quote" Quote Record type

Field labelDefault value
Quote Title

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.

StatusDefault value : "Draft"
GBUNovecare
Quote expiring byToday + 7 days

Standard Payment term

(to be moved on IPP-314)

Populate Account “Standard Payment terms” that will be created on  Unable to locate Jira server for this macro. It may be due to Application Link configuration.

If blank at account level → "30 D InvD" by default

Calculate only at insertion

Quote valid to (External)

If blank after creation populate same value as "Quote valid to (Internal only)" (SLV2_quote_Price_Validity_to__c)

Pricing CurrencyBy default currency of the running user
Account customer Segment

Retrieve Account.SLV_Involved_GBU__c.GBU_Account_Type__c WHERE Account.SLV_Involved_GBU__c.SLV7_GCS_GBU__c = Quote.GBU__c

If record does not exist : "Customer segment not defined for GBU" 

Update at quote level if the information is edited at GBU segmentation level before sending for approval (only is status is Draft)

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'))
    )
    )

  • "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
  • Contact__c has to be related to the Account or the account Corporate group (Account.ParentId)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" ==> Investigate Dynamic forms (for technical teams)
  • Quote valid to (External) has to be <= than "Quote valid to (internal only)"
  • "Payment terms rationale" is Mandatory if "Payment terms" is not blank
  • "Quote valid to (Internal)" needs to be greater than "Quote valid from (Internal)"

  • Block quote creation If account__r.SLV_SAP_Status__c is "Prospect" OR "Rejected" OR "Draft"




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