Purpose
Allows you to run a script when users create a quote or an agreement, to set default values for specified fields.
Setup
Upload the script for Post Quote Creation.
For details about uploading and configuring Groovy scripts, read Upload a Groovy script.
Binding variables
In addition to the common binding variables, the following binding variables are available for this extension point.
Variable name | Class | Description |
|---|---|---|
salesItemsTree | Represents the quote or Quote object associated with the agreement under negotiation. It contains the functions you can use to query and modify the quote or agreement and its line item data. | |
accountInfo | Basic data about the account, including its address data. | |
userInfoList | Set<UserInfo> | List of all users in the system. |
sourceQuotePFRecords | Set<PartnerFunctionRecord> | List of partner function records in the quote or agreement. If the script is triggered due to the quote copy action, this variable is populated with information about the partner functions of the source quote or agreement. |
accountPFRecords | List<PartnerFunctionRecord> | List of partner function records for the account of the quote or agreement. |
