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1/ Fields to create on SLV44_ONE_Sales_Quote_Line_Item__c :


Field LabelField typeValues if picklistMandatory (
Configuration
Layout level)Comment (Automations will be done in IPP-345)Help text
One Sales QuoteLookup (One Sales Quote)
Yes

Product Level 4Product
lookup 
lookup or Formula
No
Filtered on Product.r.Type__c = Level 4
  • Read only
  • Will be populated automatically thanks to parent of level 5

Product Level 5
TBDList packaging of the childs productsManufacturing Plant
Product lookup
Yes
  • Read only
  • Will be added on the add product feature
TBD

Ship-To
TBDStandard Incoterm
(Based on Quote)PicklistSames values as iCare ?Deviated IncotermPicklist
Lookup (Account)
No Yes
  • Lookup prepopulated thanks to the One Quote "Ship to" field.
  • Editable by user
  • Lookup filter : (Record type = “SAP Customer”) or VR to block if different

IncotermsPicklist

  • EXW

  • FCA

  • CPT

  • CIP

  • DAP

  • DPU

  • DDP

  • FAS

  • FOB

  • CFR

  • CIF

Yes
  • Prepopulated with quote incoterms value and
  • Editable by users.
Sames values as iCare ?Last

Estimated Annual VolumeNumeric
No

Bracket (From-To)Free text
No
  • Read only
Price Floor
(based on ICM/hr)

Last Quoted PriceCurrency field
No
  • Batch and automation to retrieve most recent price for the same combination of account sold to, account ship to, pricing region, currency, Incoterms.

Last Quoted Price UOMTBD by tech team

  • UOM of Last quoted price above

Quoted PriceCurrency field
Discount
(vs. price policy)Percentage

No
  • Prepoluate MAX pricing policy vs Price floor

RationalePicklist
  • Growth customer
  • New customer
  • Large customer
  • Competitive threat
  • Product inventory push
  • Other (please describe)
No
  • VR to add if Quote price < than Price Policy

Depending on MAX pricing policy vs Price floor

Quote price
(after discount)Currency fieldFinancial impact
of discountNumeric fieldRead onlyRationalePicklistSames values as iCare ?


DescriptionFree text
No

ApproverLookup (User)
No
  • Read only for everyone.
  • Will be automatically calculated.

StatusPicklist
  • No Approval Needed
  • Approval Needed
  • Approval Pending
  • Approved
  • Rejected
No
  • Read only for everyone.
  • Will be automatically calculated.

CommentFree text
No

Legal entitylookup
Yes
  • Prepopulated with quote Legal entity
TBDContractual commitmentPicklist
  • Editable

Contractual commitmentPicklist
  • Contract (separate, written, legally binding document)
  • Hard quote (preventing price renegotiation before end date)
  • Soft quote (allowing price renegotiation before end date)
Yes
  • Prepopulated with quote Contractual commitment
  • Editable by users

Unit of measurementPicklist
  • G
  • Kg
  • Lb
  • T
Yes
  • Retrieve Unit of measurement value at quote level
  • Will be use to  convert UOM of the pricing setting
  • Read only

Scatter Plot

Formula


No
  • Filtered link redirecting to Qlik Sense
  • Check link and filters with Frank
  • Read Only for everyone




2/ Fields to add on Layout

Fields highlited in Orange will be created in the frame of 

Jira
serverJira
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
To be reviewed with Julien
keyIPP-374

1/ "Product" Section

  • One Sales Quote
  • Product level 4
  • Product level 5
  • Unit of Measurment
  • Manufacturing plant
  • Shipping plant

2/ "Customer" Section

  • Ship to
  • Incoterms

3/ "Yearly Volume" Section

  • Estimated Annual Volume
  • Bracket (From-To)
  • Region and Market Pricing
  • Volume Bracket

4/"Price & Discount" Section

  • Margin Policy
  • Variable Manufacturing Cost
  • Logistics & Duties
  • Price Policy
  • Price Floor
  • Last Quoted Price
  • Last Quoted Price UOM
  • Scatter Plot Link
  • Cost Evolution Link
  • Discount
  • Quoted Price
  • Financial impact

5/"Price Deviation" Section

  • Rationale
  • Description
  • Approver
  • Status
  • Comment

6/ Supply and Legal Info

  • Legal entity
  • Contractual commitment
  • Lead Time
  • Availability

7/ System Info

  • Created date
  • Created by
  • Last modified date
  • Last modified by