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nikkey Opportunity Product Validation
Can anyone help me out on this requirement ?how to achieve it?I shall appreciate your help.
I want to create a validation rule at Opportunity product to validate the following.
1)Opp record Type – sample
2)And Stage not equal to ‘Pending Approval’
3)Product or product code(item number) ends with -22 or -23 or -24
Then you it should give the following error message.
When requesting samples for 130 Lumen parts, stage should be pending approval
I want to create a validation rule at Opportunity product to validate the following.
1)Opp record Type – sample
2)And Stage not equal to ‘Pending Approval’
3)Product or product code(item number) ends with -22 or -23 or -24
Then you it should give the following error message.
When requesting samples for 130 Lumen parts, stage should be pending approval
The Sample Rule created and tested:
AND (NOT (ISPICKVAL(Opportunity.StageName,"Pending Approval")),
Opportunity.RecordTypeId = "01290000000hPtK" ,
OR ( IF (RIGHT(Product2.ProductCode,2)==TEXT(20),True,False ), IF (RIGHT(Product2.ProductCode,2)==TEXT(60),True,False ) ) )
Now As per your requirement:
1. Put RecordtypeId for Sample. Go to Opportunities->Recordtype->Click on Smaple Recordtype, in the url in browser you will find ID, copy the same.
2. Stagename, I have already put it.
3. Product code: As per you requirement, change it to like
RIGHT(Product2.ProductCode,3)==TEXT(-22) and likewise.
Thanks,
Pratik
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