Order Header: Quote Status Rules
Quote: change status to Cancelled
February 2023
This update clears Location value changes that may have been made during the quote/contract process, that need to be cleared if a quote is cancelled.
This rule applies when:
ORDER HEADER - DOCUMENT TYPE = Quote
ORDER HEADER - CHANGE ORDER STATUS button > Status = Cancelled > on Save.
Existing quote status change rules remain as is, with the inclusion of these changes to:
1. Location (OPLLocation)
Deed/Certificate (loca_certificatenum): set to NULL
2. Location HOR, also known as Other HOR or Additional HOR (OPLLocROIPerson)
Set Deleted (lorp_deleted) = 1, where
HOR Type (lorp_persontype) is NOT
Original Purchaser (originalpurchaser)
Previous Rights Holder (previousROI or previous)
20th February 2023
3. Location (OPLLocation)
SALE STATUS (_Dataloca_salestatus): set to AVAILABLE FOR SALE
4. S&B Summary (OPSSale)
Quote Total (quotetotal) : Set to NULL
Quote: change status to On-hold
This rule applies when:
ORDER HEADER - DOCUMENT TYPE = Quote
ORDER HEADER - CHANGE ORDER STATUS button > Status = On-hold > on Save.
<There will be no other changes apply on this status, except the quote status change>
Quote: change status to Reminder Sent
This rule applies when:
ORDER HEADER - DOCUMENT TYPE = Quote
ORDER HEADER - CHANGE ORDER STATUS button > Status = Reminder Sent > on Save.
Existing quote status change rules remain as is, with the inclusion of these changes to:
1. Quote (OPAGeneral) : Add the quote to the QUOTE REMINDER list (and generate the Reminder Letter)
