R28640 Offer - Generate Deal
| Code | R28640 |
| Entity | Crm.Presales.Offers Entity |
| Name | GenerateDeal |
| Attribute | Deal |
| Layer | Back-End |
| Events | Releasing + |
| Priority | Normal |
| Modify | YES |
| Action | Validate that:
if (Offer.oldState < 30 && Offer.newState >=30 && Offer.Deal == null && Offer.DocumentType.OfferOption.DealDocumentType != null) ( new Deal is created as follows: Deal.DocumentType = DealDocumentType Deal.Notes = Offer.Notes Deal.Party = Offer.Customer.Party Deal.LeadingSalesPerson = Offer.SalesPerson Deal.ExpectedRevenue = Sum(OfferLines.LineAmount) Deal.ExpectedRevenueCurrency = Offer.DocumentCurrency Deal.RevenueStartDate = Offer.DocumentDate Deal.RevenueEndDate = Offer.DocumentDate Deal.SuccessProbability = 1 Deal.DealStatus = Successful ) && ( Offer.Deal == Deal //the newly created Deal Offer.PrimeCauseDocument = Deal ) |
| Description | The current business rule give the user an option to automatically create deal for the
current offer, if none is created by now. This keeps the data consistency when the company
has model where salesman work on deals and create offers based on those deals.
If for some reason there is an offer with no deal, such is automatically created. |
| Message | Problem occurred while automatically creating deal for the current offer. The Sales Person attribute must have a value. |
| Introduced In Version | 2018.2 |
| Revocable | NO |
* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.