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EllenH Quote Object and Opportunity Product Conflict with Validation Rule
We have a validation rule on our opportunity products, that if a user selects an subscription based product, they must choose and edition.
When we create the quotes, or try to add a line item to the quote for it to sync back to the opp, the validation rule prevents the quote object from working correctly.
Any thoughts on how to get around this? Since Opp products do not have record types, I cannot updat the rule to symple include or exclude rec types.
Thanks in advance for any suggestions.
Can you please answer my questions below, so that its easier to understand the requirement clearly.
1. For what purpose you are using this validation?
2. Why trying to prevent syncing from line item to products?
3. Are you using your validation while a line item is newly created?