Setting up Page Layouts and Record Types on the Customer Quotation Object
Set up the page layout assignment for the Customer Quotation object.
Ensure that these page layouts are assigned on profiles assigned to Advanced Quoting users:
Record Type | Page Layout |
---|---|
Change Request | Customer Quotation Change Request Layout. |
Change Request Flex Term | Customer Quotation Flex Change Request Layout. |
Deprecated Drop Ship Item | Customer Quotation Item Layout. |
Drop Ship | Customer Quotation Item Layout. |
Flex Term SC | Customer Quotation Flex Service Layout. |
Inventory | Customer Quotation Inventory Layout. |
Master | Customer Quotation Layout. |
Service Contracts | Customer Quotation Layout. |
Ensure that the profiles assigned to Advanced Quoting users are granted access to all record types on the Customer Quotation object with the default record type Drop Ship.
In addition, we recommend that you remove the Salesforce Clone button from the customer quotation page layouts.