Proposal For Revision Number On Quotes for the USA

Studco Building Systems

Proposal summary

Studco Building Systems would like to add a number for each revision made on the quote and it has to be printed on the quote form for the USA only. The solution would help them to add the number field for the quote revision. This document covers the solution for the above-mentioned main points by making use of custom fields and scripts.

Requirement

Revision number on the quote:- Studco Building Systems would like to add a new field in their estimate quote record as a revision number. If the QUOTE REVISION NEEDED custom field value is set to ‘yes’ then the revision number value should be automatically updated in each edit and save of the record and The revision number should be starting from 2 on words. After changing the revision number, the Quote Number Revision Needed custom field value should be set to ‘No’. The process will continue on each edit and save of the record. 

Solution

We would like to add a new custom field in their estimate quote record as REVISION NUMBER. If the QUOTE REVISION NEEDED dropdown custom field value is set to ‘yes’ then the revision number value should be automatically updated in each edit and save of the record and The revision number should be starting from 2 onwards. After changing the revision number, the Quote Number Revision Needed custom field value should be set to ‘No’ using script. The process will continue on each edit and save of the record. 

Assumptions

  • The status of the quote is not considered in the automatic updation of the revision number.
  • If QUOTE REVISION NEEDED custom value is set to yes then we will increment the revision number by one.
  • The starting of the revision number will be 2.
  • The latest number will be updated in the quote record upon saving the record.
  • The revision number update happens when someone edits the quote from the UI context only.
  • It will not be printed on the quote pdf.
  • Do we need to use the previous REVISION NUMBER field value R2, R3, etc, or Do we need to use 2,3,4, etc?

Risk

  • The revision number will be automatically updated irrespective of what change happens in the estimate record when the revision need is set to Yes.

Total Time

 3 hours

Leave a comment

Your email address will not be published. Required fields are marked *