SCM

scmc.CustomerQuotationAPI

global with sharing class CustomerQuotationAPI

This class is used to support the various actions that are performed on a customer quotation.

Author

Financial Force, Inc.

Methods

CustomerQuotationAPI

global CustomerQuotationAPI()

Class constructor.

Exceptions Thrown

Value Description
noException This method does not throw an exception.

Return Value

Does not return a value.

deepCopy

global scmc__Customer_Quotation__c deepCopy(Id quoteId)

Create a copy of the specified customer quotation including all lines, option lines, and groups. All fields are cloned, including custom fields. The following fields on the header are reset: Sales_Order__c Sales_Order_Date__c Service_Order__c Applied_Rebate_Amount__c Total_Customer_Rebate_Discount__c Status__c = 'Open' Approval_Status__c = 'New' Quotation_Expires_On__c = system.today() + Organization_Settings__c.DefaultNumDaysTillQuoteExpire__c
The following fields on the line are reset: Applied_Rebate_Amount__c Customer_Rebate_Discount__c;

Input Parameters

Name Type Description
quoteId Id The Id of the quote to be copied.

Exceptions Thrown

Value Description
CustomerQuotationException An exception indicating a problem encountered while the new customer quotation is being created. There may be additional information in the Error Log.

Return Value

The new Customer Quotation record.

createSalesOrder

global Id createSalesOrder(Id quoteId)

Create a sales order from the specified quote Id. If OrganizationSettings Convert_Lead_To_Account__c is enabled, the lead record specified on the quote is converted to an account and used on the sales order. If Service Contracts is installed and OrganizationSettings Auto_Create_Service_Contract__c is enabled, a service contract will be created for quote lines that require it.

Input Parameters

Name Type Description
quoteId Id The Id of the quote from which to create a sales order.

Exceptions Thrown

Value Description
CustomerQuotationException An exception indicating a problem encountered while the new sales order is being created. There may be additional information in the error log.

Return Value

The Id of the new sales order record.

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