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24 lines
809 B
24 lines
809 B
The approval rules can be configured to suit particular use cases.
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A default validation rule is provided out of the box,
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that can be used as a starting point fot this configuration.
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This configuration is done at
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*Settings / Technical / Tier Validations / Tier Definition*.
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Also relevant is the configuration on the default Stage
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for new Contacts/Partners.
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This can be set at *Contacts / Configuration / Contact Stage*,
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setting the "Default Sate" field on the appropriate Stage record.
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Changing some fields will trigger a new request for validation.
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This list of fields can be customized extending ``_partner_tier_revalidation_fields``.
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By default these fields are:
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- Company Type (Individual or Company)
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- Parent Company
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- Tax ID
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- State
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- Country
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- Fiscal Position
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- Account Receivable
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- Account Payable
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