Maica uses Salesforce’s native Opportunity Products to manage the inclusion of Support Items into an Opportunity where the record type is Service Agreement. The Product Management console provided by the Maica solution allows for the inclusion of Support Items that are validated against Plan Budgets as well as other existing Service Agreements using the following logic:
Only allow the inclusion of Support Items if the required Plan Budget has sufficient funds available
Only allow the inclusion of Support Items if the total of all active Service Agreements for the time period don’t exceed the required funds
It is optional to select a Plan and the first validation rule only applies if a Plan is associated with the Opportunity.
Example Validation:
The Support Item Access Community Social And Rec Activities - Level 2 - Weekday Daytime is being added for a total quantity (usually Hours) of 40 at a total cost of $3,720.00
The active Plan for the Participant has been associated with this Service Agreement Opportunity
The active Plan has a Plan Budget Item for Support Category Social,Community and Civic Participation of $5,000.00
Another Service Agreement using this Support Item already exists at a total cost of $3,500.00
The following validation logic will now be applied:
Does the Plan have sufficient Budget to fulfil this Service Agreement
Total Budget: $5,000.00, Service Agreement: $3,720.00
Outcome: Available Budget is greater than required Budget for this Service Agreement → Pass
Would other existing Service Agreements already in place exceed the Plan Budget when combining it with this Service Agreement
Total existing Service Agreement(s) Value: $3,500.00
Value of this Service Agreement: $3,720.00
Total Value of all active Service Agreement(s): $7,220.00
Outcome: Total Budget for all active and existing Service Agreement would exceed total Plan Budget → Fail