On Quote Routing

Purpose

Allows a script to be executed when the user attempts to route the Quote to other users. Use this script to perform validation checks to enforce that a quote has the minimum necessary information before the routing.

Setup

Upload the script for On Quote Routing.

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	SalesItemsTree	Represents the quote. It contains the functions that can be used to query and modify the quote and its line item data.

Script execution

The script uploaded for this extension point (if any) is executed automatically when the user selects Confirm on the Route Quote screen. If salesItemsTree has been used to modify the quote data in the script, the changes are applied to the quote.

This extension point is optional. If no script has been uploaded for this extension point, the quote is routed without the additional action.