NACR

日期 : Jun 2015 - Jun 2016

NACR : Plugins.CopyEntities This plugin creates copies of below entities: Opportunity: 1) It creates an Opportunity with following data: a) Opportunity Name = opportunity name of copied opportunity + ‘-Copy’ b) Populates all other fields as is from copied Opportunity. c) Opportunity Stage as ‘Solution Analysis’ (Discovery or Solution Analysis) d) Status = ‘Active’ and Status Reason = ‘InProgress’ e) Forecasted = ‘No’ f) Populate the Competitors, Customer Contacts, External sales Teams subgrids 2) Creates Quote Request with following data: a) Quote Request Name = quote request name of copied quote request + ‘-Copy’ b) It doesn’t Copy the Quotes c) It Populates all other fields as is from the copied Quote Request d) Status = ‘Active’ and Status Reason = ‘Not submitted’ e) Populates the System Application, Address and Question subgrids 3) Creates Solution with following data: a) Solution Name = name from the copied solution + ‘-Copy’ b) It doesn’t Copy the Quotes c) Status = Active and Status Reason = Inprogress d) Forecasted = No e) Copies the Solution Details and remove the links to Quote Details (po_originalquotedetails) Quote: It creates Quote with below data: a) Quote Name = copy the quote name + ‘-Copy’ b) If isCopyQuoteDetails is true copy the quote details with newly created quote c) Assign the quote to initiated user d) Assign the copy question-answer to the user who initiated the Copy request e) Status = Active and Status Reason to active Quote Request: It creates Quote Request with below data: a) Quote Request Name = copy the quote request name + ‘-Copy’ b) Status = Active and Status Reason = ‘Not submitted’ c) Populates the Sys Application subgrid d) Populates the Address subgrid e) Populates the Questions Solution: It creates a Solution with following data: a) Solution name = copy the name from the Solution + ‘-Copy’ b) Forecasted = ‘No’ c) Status = Active and Status Reason = ‘In