Post Quote Creation

Purpose

Allows you to run a script when a new quote is created, 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	SalesItemsTree	Represents the quote. It contains the functions you can use to query and modify the quote and its line item data.
accountInfo	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. 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.
accountPFRecords	List<PartnerFunctionRecord>	List of partner function records for the account of the quote.