On Quote Routing

This Extension Point allows a script to be executed when the user attempts to route the Quote to other user(s). For example, this can be used to perform validation checks to enforce that the Quote has the minimum necessary information before the routing can be done.

Initial Setup

Upload the script file to the Groovy Script with the name “On Quote Routing”. Please refer to Groovy Service Introduction - Uploading a New Groovy Script for more details of how to do this.

Additional Binding Variables

The following binding variable(s) are made available for this extension point, in addition to the common binding variables listed in Section 2.5.1 Common Binding Variables.

Expected Output

N.A.

Script Execution

The script that has been uploaded for this extension point (if any) will be executed automatically when the user clicked on the “Confirm” button in the Route Quote screen, which can be accessed by clicking on the “Route” button in a Quote. If the salesItemsTree variable has been used to modify the Quote data in the script, the changes will be applied to the quote.

This extension point is completely optional. If no script has been uploaded for this extension point, the quote will simply be routed without the additional action.