Test 1 - Mike's Review

2.0Which transactions do reps create: Quote, Order, or both? Are orders created only from quotes, or also directly?

2.1List every custom field needed on Quote, Quote Line Item, Order, Order Item, Asset, and Contract. For each: object, label, API name, type, picklist values, who fills it (rep, automation, pricing, integration).

2.2Of those fields, which must influence pricing, configuration rules, approvals, qualification, or fulfillment? Each one will be added to the Sales Transaction context definition and mapped.

2.3Do you need custom attributes on the transaction itself (for example, deal region or sales motion)? List them and say whether they affect price.

2.4Do transaction types behave differently: new, amendment, renewal, cancellation, partner? For each, say how pricing, validation, and cloning differ. This sets up transaction processing types and procedure plans.

2.5Which Revenue Settings must be on? Check: groups in quotes and orders, transaction cloning, delta pricing, automatic line item sequencing, ramp deals for groups, auto-refresh in the line editor.

2.6Inventory existing Flows, Apex, and validation rules that run on Quote, Order, or Asset records. For each, say keep, replace, or retire.

2.7Do you expect custom Apex hooks in procedure plans (for example, external pricing)? If yes, describe the call and answer M22.