Test 1 - Mike's Review

12.0 Quote statuses and the allowed moves between them: from, to, who may trigger it, and the condition.

Files: C-21 (not uploaded)

Pending

12.1 Are all quotes tied to an opportunity? If yes: which fields sync in each direction, how is the primary quote chosen, and should sync run in the background? What starts a sync?

Pending

12.2 Where do quotes start: opportunity, account, contract, an asset (renewal or amendment), an API or integration?

Pending

12.3 Line editor layout by persona: which fields show, which are editable, field order, summary panel fields, and any custom header action buttons.

Pending

12.4 Should the editor filter which products reps can add (for example, by account region or price book)? State the filter rules.

Pending

12.5 Do users group lines (by site, phase, or location)? Name the grouping field and say whether groups carry their own totals or pricing.

Pending

12.6 When a quote or order is cloned, what must be copied, reset, or blocked: pricing, dates, approvals, status?

Pending

12.7 Do reps import quote lines from CSV? Give the columns, validation rules, who imports, and typical volume.

Files: C-22 (not uploaded)

Pending

12.8 Multi-currency: can a quote change currency after lines are added? Which price book applies to which currency?

Pending

12.9 Must quotes show tax? If yes, when is tax calculated (on save, on demand, on order) and by which engine (see M22)?

Pending

12.10 Quote to order: what must be true before an order can be created (status, approvals, valid dates)? Who triggers it, automatic or manual? One order per quote, or several? If several, state the split rule (product family, ship-to, start date) with an example.

Pending

12.11 Order statuses and the allowed moves: from, to, who may trigger it, validation at each step.

Files: C-21 (not uploaded)

Pending

12.12 May users edit an activated order before fulfillment? Which fields?

Pending

12.13 When is an order submitted for fulfillment: automatically on activation, manually, or never (an external system takes over)?

Pending

12.14 Quote validity: default expiry period, revision rules, and what happens to an expired quote.

Pending

12.15 When should the whole transaction reprice, and when should only changed lines reprice (delta pricing)?

Pending

12.16 Personas: for each of rep, deal desk, sales manager, finance, and administrator, state what they may create, edit, approve, and see.

Pending