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ArtW Professional Edition - Validation Rule For Price Book Items and A Custom Object
Situation:
Professional Edition
Object #1: Opportunities Pricebook - there are 5 Price Books
Object #2: Custom Object named Approved Pricing
Price Book: 2 Price Book Options Need to be Restricted
Relationships: Custom Object has Master Detail Realitonship to Opporunity
Custom Object Fields:
- Opportunity Name
- Approved for Price Book, pickist - A or B
- Approved Date
- Expire Date
- Approved By: User (Executive User)
Looking for a validation rule that would prevent any user from using/saving an Opporunity Record with Restricted Price Books (A or B), unless the Opporunity Name appears on the Custom Object "Approved Pricing", during a period within the approved and expired dates.