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Parts - Use Cases & Troubleshooting

Use Cases

ClosedHandling Discontinued Parts

This Use Case outlines how to appropriately handle an existing quote that contains a discontinued part/product.

  1. Use a custom field for the End Date of the product.
  2. Construct a warning message (in Commerce) that appears when the user adds a discontinued part or product to a Quote.

    This highlights that the product has an End Date that precedes the current date/quote expiration date.

  3. When the user submits a quote for approval with an expired product, EITHER:
    1. Create a Validation Rule that stops users from submitting the quote altogether.
    2. Create an “Expired Product” approval trigger.
  4. Use similar logic when a user attempts to place an order that contains an expired product or part. Either block the user from placing an order with an expired product or require approval.


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