Financial Services

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			•	Enforce Rules Based on Lead Status
			•	Auto Set End Date
			•	Auto-populate Bill to Address Field
			•	Set Revenue Recognition Start Date
			•	Automatically set Partner Field on Customer
			•	Validate payment date and Credit Card Number
			•	Make a Field Mandatory on an External Form
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			•	Calculate QTY Sum
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Financial Services

Enforce Rules Based on Lead Status

User needs to capture data based on lead status.

User wants to automatically set the end date on a sales order.

Needs to populate the partner's bill to address in the Bill to address field on the transaction.

Needs to automatically set the revenue recognition start date to the transaction date.

Need to automatically set the partner field on customer record if a partner with the same name as customer exists.

Needs to validate that the payment date entered on an external form is on or after the current date and the credit card number is valid.

Need to make a "Contact Reason" field mandatory on an external "Contact Us" form.

Need to Calculate Retainage Fee based on Retainage % and Sales Order subTotal

To view the total profit at body level from the estimate, when each line item is added

Need to display the total quantity of all the items ordered in the sales order.

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