Sep 28, 2008

Scenario(Config)

1.  If the account type is insurance provider, then account class must be insurance company.

 

2. If the quote status is cancel, then the quote should be read only.

3. If the status of the quote is close, then the user should not allowed to delete the record.

4. Hierarchical picklist:

     Account Group: Personal

                                Corporate

     

 

Personal

Corporate

Account Category

Resident

Public

 

Non-Resident

Private

 

 

Limited

 

5. Display all the quotes of an account which are active and the status is in progress and which are created before the login date.

Ex: if login date = 13th June display all quotes created before 13th.

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