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

Field labelDefault value or automation
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
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 that field twice :

1/ At quote creation

2/ When the quote will be sent for approval (the quote status will be updated from Draft to Sent for approval)

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". Error message : "The Account Status needs to be Creation Request, Validated, Update Requested or Creation Requested in order to create a quote"

  • For “Account (Sold to)” Accept only SAP accounts (If record type = “SAP Customer” AND Partner type=! "Ship to"

    • Error message : "The Account (Sold to) needs to be in SAP in order to create a quote and not identified as “Ship to” only.”

  • Block creation of the quote if the account record type is Corporate Group. Error message : You can't create a quote for a Corporate Group.




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1 Comment

  1. Vincent DELAFONT

    Karol PiekarczykI just added one new Rule at the end and review the error message for the account status