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VR name
Oppty_Ship_To_Country_Blank
Reqd_Fields_for_Finance_Approval
Reqd_Fields_for_Legal_Approval
Require_Contact_Roles_if_Probability_30
Require_Wholesale_Fields
RoadMap_Rule
SPI_Closed_Won_Stage_Req_Fields
SPI_Negotiate_Stage_Req_Fields
SPI_Qualify_Stage_Req_Fields
STS_info_required_for_LTC_STS_clients
Added fields
Field
Contract__c
Contract_Type__c
Net_New_ARR__c
description
Ship to object not present
Ship to object not present
Waiting to confirm Assigned DSC object
No mappings found for record types in the formula
Has_Wholesale__c couldn't be created, it has reach the max of 25 roll ups fields
Roadmap__c field doesn't exist even in prod
No mapping for recordtypes referenced in formula
No mapping for recordtypes referenced in formula
No mapping for recordtypes referenced in formula
field Has_STS__c doesn't exists even in prod
Object
Opportunity
Contract
Opportunity
Rule Name
Taxify/BEV Opp in Stage 0 For 2 Days
AlertonnewTaxwarePSOppCreation
NextStepsChange
Opp Owner Alert: SE Assigned
BLDEmailRule3
Broadridge TMS Stage 4
NextStepsChange
Renotify Legal
SME Closed Won Alert for Adam Evanoff
Stage 3-5 to Closed Alert
1099
Stage 3-5 to Closed Alert: ACA and ENT SUT
Stage 3-5 to Closed Alert: AEOI VAT
Users
Id prod
005i0000000TNNF
005i00000095C9b
005i0000000S45e
005i00000082xSS
005i0000004i6NM
005i00000080uYN
005i00000081Mgp
0050H000008anVM
005i0000007hlcx
Description
User Eric Johnson missing to add to the email template
Users Tim Roden and Andrew Elvester missing to add to the template
Taxware - Account - Field Update - Create Taxware Acct Record Type on Division
Taxware - Account - Field Update - Division Autopopulate
updateD&BFieldsonAccount
VATR - Account - Field Update - Division Autopopulate
VATR - Account - Field Update - Populate Record Type Based on Division
Description
User: Stacy Nagassar
Record type = Convey
User: Stacy Nagassar
(Account: Division EQUALS ShipCompliant) AND (Account: Account Record Type NOT
EQUAL TO Acquistion)
(Account: Division EQUALS ShipCompliant) AND (Account: Account Record Type NOT
EQUAL TO Acquistion)
Account: DivisionEQUALSTaxify
DandbCompanyId not found, it is a field in account pointing to object D&B Company not
existing in reboot prod
Field to Update Account: Division
Rule Criteria
(Account: DivisionEQUALSVATR) AND (Account: Account Record TypeNOT EQUAL
TOAcquistion)
Old
AND(ISCHANGED(At_Risk_Status__c),
NOT(ISPICKVAL(Division__c,"ShipCompliant")),
NOT(ISPICKVAL(Division__c,"Taxify")),
NOT(ISPICKVAL(Division__c,"INV")),
NOT(ISPICKVAL(Division__c,"PPL")), AND(NOT(ISPICKVAL(Type,
"Taxware Test")), NOT(ISPICKVAL(Type, "House Account"))))
IF(
NOT(ISBLANK(DandbCompanyId)),
TRUE,FALSE
)
New
(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: TypeNOT EQUAL TOTaxware Test,House Accou
AND(ISCHANGED(At_Risk_Status__c),
AND(NOT(ISPICKVAL(Type, "Taxware Test")),
NOT(ISPICKVAL(Type, "House
Account"))))AND(ISCHANGED(At_Risk_Status__c),
AND(NOT(ISPICKVAL(Type, "Taxware Test")),
NOT(ISPICKVAL(Type, "House Account"))))
Account: Sub-RegionEQUALSnull
(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: Compliance Services MgrNOT EQUAL TOnull)
(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: Compliance Services - Cert. MgrNOT EQUAL T