Validation Rules for Evaluating the Requested Date

The validation process for a multi-site quote evaluates the requested date by comparing it to other dates in the multi-site quote. The following constraints apply to the requested date:

• The requested date for a multi-site quote determines the valid values for the following fields:

  • Entry Date. For new site records, this field value must be the same as or later than the requested date for the multi-site quote. For existing site records in multi-site quote revisions, you cannot change this field.

    The entry date must be earlier than the exit date.

  • Exit Date. For new site records, this field must be blank, or this field value must be later than the entry date for the multi-site quote. For existing site records in multi-site quote revisions, you can change this field value only when it is later than the requested date for the multi-site quote revision. This field value must be the same as or later than the requested date for the multi-site revision.

    The exit date must be later than the entry date.

  • Effective Date. For new product records, this field value must be the same as or later than the requested date for the multi-site quote. When you change the configuration of existing products in multi-site quote revisions, this field value must be must the same as or later than the requested date for the multi-site quote revision, the same as or later than the inclusion date for the product record, and the same as or earlier than the retirement date, if any, for the product record.

    You can retire existing products from product groups in multi-site quote revisions for the following situations:

    • You want to cancel the services for a product before those services start. The services for the product have not yet started because the inclusion date for the product is later than the requested date of the multi-site quote revision. In this situation, the value for the effective date must be the same as the requested date for the multi-site revision and earlier than the inclusion date for the product.

    • You want to cancel the services for a product after those services start. In this situation, the field value for the effective date must be is the same as or later than the requested date for the multi-site quote revision and later than the inclusion date for the product.

  • Billing Transfer Date. For billing accounts that are associated with sites in multi-site quote revisions, this field value must be the same as or later than the requested date for the multi-site revision.

• The requested date for a multi-site quote revision must be later than the requested date for the source multi-site quote.