Overview of the integration process
Opportunities extract from SFDC
The opportunities are extracted from SFDC based on 2 criteria :
- Product level :
Material (=Product level 5 in SFDC) must be registered in the Opportunities.
- Stage :
Opportunity management process was reviewed in July 2021. Each GBU defined from which stage the Opportunities should be integrated in DynaSys :
Opportunities are extracted from SFDC by Webmethod (Middleware) only based on the generic rules as defined during the project.
The rules to extract SFDC fields into the .csv file DYS_SF_CRM.
The specific integration rules are implemented in DynaSys (in the GetUnC).
| GBU SCo | Opportunities integration | Additional specific integration rules |
|---|---|---|
| Aroma Performance | No | N/A |
| Novecare | Yes | Opportunities stage <> Closed Priority project <> E Revenue > 50 000 € |
| Technology Solutions | Yes | / |
| GBU ECo | Opportunities integration | Additional specific integration rules |
|---|---|---|
| Perox | Yes | / |
| Silica | No | N/A |
| Soda Ash & Derivatives | Yes | / |
| Special Chem | In progress |
Prospects/CRM DFU creation and/or transcodification
Suffix based on the source system
Suffix is determined based on the Source system identified in the CRM file.
If the Source system = RCS, then the Suffix should "R"
If the Source system = PF1, then the Suffix should "S"
Note : The source system is maintained in CRM SFDC based on the Product code (in case of inconsistency, a ticket must be rasied to CRM team).
Customer/DFU transcodification
SFDC code = Account ID
Transcodification process to be described (INT_TRANSCO)
*In DFU check, ignore the DC dimension, only check the Material:Shipto combination.
Each new opportunity is imported as Material:shipto@DC in Dynasys hierarchy based on the SFDC codification of the prospect. Once the shipto is codified into SAP, the related opportunity has to be changed into the final DFU.
This process is performed through INT_TRANSCO table.
Master table data integration
- Material:Shipto@DC + Shipto@DC tables
Field | Rule |
Material | = Product code + Suffix |
Shipto | Result of customer algorithm for PF1 : if filled, customer PF1 + 'S' else customer SFDC for WP1 : if filled, customer WP1 + 'R' else customer SFDC |
DC | = BU from Material hierarchy for PF1 or DC + 'R' for WP1 |
- Ship-to/Prospect
Field | Rule |
Shipto | Result of customer algorithm (Customer transcodification) |
City | = [Customer_Country]_ZZ_[Customer_City] |
Region | = [Customer_Country]_ZZ |
Country | = Customer Country |
- Sales Rep
Sales Rep. interfaced in Shipto@DC master table
If GBU = SD, PE, TS
Field | Rule |
Shipto | = Result of customer algorithm (add suffix if SAP code) for PF1 : if filled, customer PF1 + 'S' else customer SFDC for WP1 : if filled, customer WP1 + 'R' else customer SFDC |
DC | = BU from Material hierarchy for PF1 or DC + 'R' for WP1 |
Sales Rep | = Sales Rep code from DYS_BW_SREP interface for WP1 |
- Sales Rep / Account Manager
To be reviewed
If GBU = SD, PE
Interfaced in ProductGroup:Shipto@BU table
Field | Rule |
ProductGroup | = ProductGroup from Material hierarchy |
Shipto | = Result of customer algorithm (add suffix if SAP code) for PF1 : if filled, customer PF1 + 'S' else customer SFDC for WP1 : if filled, customer WP1 + 'R' else customer SFDC |
BU | = BU from Material hierarchy for PF1 or DC + 'R' for WP1 |
Account Manager | = Sales Rep Account Manager Code |
If GBU = TS, no mapping.
If GBU = SI, no mapping. (no opportunities imported for SI)
- Local Currency
Parameter at level 2:
Field | Rule |
Material | = Product code + suffix |
Shipto | = Result of customer algorithm (add suffix if SAP code) |
BU | = BU from Material hierarchy |
LC | = Currency code (last column) |
Opportunities details integration
Opportunities details are imported in the User model U00 :
Opportunity details
Different information are imported :
- Opportunity Number
- Opportunity ID
- SFDC Link (based on the Opportunity ID)
- Opportunity Stage
- Opportunity Probability
- Opportunity Targeted First delivery
- Opportunity Project Opp
Opportunity volume and price
Forecast volume = Expected Yearly Volume
Split by month from the Targeted First Delivery Date
Field | Rule |
Material | = Product code + Suffix |
Shipto | = Result of customer algorithm (add suffix if SAP code) |
DC | = BU from Material hierarchy |
Month | - |
CRM Opportunities | Volumes are all received in tons (i.e., “Opportunities_volume_Y0”, “Opportunities_volume_Y1”, Opportunities_volume_Y2”). A conversion has to be done to kg before integrating them. The “UoM” column is only being displayed as information (i.e. the original UoM associated with the Production in SFDC BEFORE conversion to tons) and is NOT related to the volumes that are all in tons. |
CRM Opportunities Price | Prices are received in €/ton. The “Currency” column is only being displayed as information (i.e. the original Currency in SFDC). The prices are not converted when "Targeted first delivery date">current year (because volume Y+0 = 0 and no conversion is calculated) and unit of measure different from T (as in T no need to convert) => a fix was set up directly into the DH |
- Opportunity Monthly Volume calculation :
TFD = Target First Delivery date
If TFD(year) < Current year,
(Vo/12) from Jan Y0 -> Dec Y0
(V1/12) from Jan Y1 -> Dec Y1
(V2/12) from Jan Y2 -> Dec Y2
Else if TFD(year)= Current year (Y0),
(Vo/number of months from TFM -> End of TFY) from TFD -> Dec Y0
(V1/12) from Jan Y1 -> Dec Y1
(V2/12) from Jan Y2 -> Dec Y2
Else if TFD(year) = Y + 1,
0 from Jan Y0 -> Dec Y0
(V1/number of months from TFM -> End of TFY) from TFD -> Dec Y1
(V2/12) from Jan Y2 -> Dec Y2
Else if TFD(year) = Y+2
0 from Jan Y0 -> Dec Y0
0 from Jan Y1 -> Dec Y1
(V2/number of months from TFM -> End of TFY) from TFD -> Dec Y2
- Opportunity Monthly Price determination
CRM price = P0 from current month -> Dec Y0
CRM price = P1 from Jan Y1 -> Dec Y1
CRM price = P2 from Jan Y2 -> Dec Y2
GBU functional documents
Not all the GBUs are currently importing the Opportunities into DPx (ex: Spe Chem). What is more, Opportunities DFUs tend to be less followed/taken into account than standard (SAP) DFUs.