R28659 SalesOrder - Generate Deal
| Code | R28659 |
| Entity | Crm.Sales.SalesOrders Entity |
| Name | GenerateDeal |
| Attribute | Deal |
| Layer | Back-End |
| Events | Releasing + |
| Priority | Normal |
| Modify | YES |
| Action | Validate that:
if (SalesOrder.oldState < 30 && SalesOrder.newState >=30 && SalesOrder.Deal == null && SalesOrder.DocumentType.OfferOption.DealDocumentType != null) ( new Deal is created as follows: Deal.DocumentType = DealDocumentType Deal.Notes = SalesOrder.Notes Deal.Party = SalesOrder.Customer.Party Deal.LeadingSalesPerson = SalesOrder.SalesPerson Deal.ExpectedRevenue = Sum(SalesOrderLines.LineAmount) + Sum(DocumentAmounts[AddToLine == true].Amount) Deal.ExpectedRevenueCurrency = SalesOrder.DocumentCurrency Deal.RevenueStartDate = SalesOrder.DocumentDate Deal.RevenueEndDate = SalesOrder.DocumentDate Deal.SuccessProbability = 1 Deal.DealStatus = Successful Deal.Dealer = SalesOrder.Dealer ) && ( SalesOrder.Deal == Deal //the newly created Deal SalesOrder.PrimeCauseDocument = Deal ) |
| Description | The current business rule give the user an option to automatically create deal for the
current SalesOrder, if none is created by now. This keeps the data consistency when the
company has model where salesman work on deals and create SalesOrders based on those deals.
If for some reason there is an SalesOrder with no deal, such is automatically created. |
| Message | Problem occurred while automatically creating deal for the current Sales Order. 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.