Functional Design - [CORE] Price Settings

Business Goals

Allowing Business Users to have access to Pricing Information on Novecare Products that they need to be able to Quote.

Also, maintain that Pricing information directly in Salesforce so that the Quotes being sent to the customers are accurate with prices determined by Marketing and Product management Teams.

Data Model

SF - Novecare - Pricing and associated functionalities Data model

Epics

Functional Design - [CORE]

SAP Upload of Quoted Products

Business Goals

<To describe the goals that the process wants to achieve, some examples for reference: harmonize Opportunity reporting cross Solvay, have a clear view on the opportunity pipeline and forecast>

Process Flow

<to describe Functional Process description by Actors, so the business rules and expected system behavior, also need to include the process flow>

Instructions for functionals to build a Flow (these instructions should be deleted after the page is published):

Step 1: Make a copy of this page to create your process and then move it to the right place

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Step 2: Go to google drive and download the template.drawio (it contains the process flow, use cases and data model diagrams)

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Step 3: build the flow using draw.io

            go to draw.io, choose the option Open Existing diagram and select the file downloaded before

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            On the left bottom corner, click on more shapes, on the left-side panel scroll down until you find BPMN 2.0

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            please select the checkbox to have the BPMN symbols available in the draw.io left pane 

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Step 4: build the flow, please see the example below for reference

            More examples: https://app.diagrams.net/#G1MVufmWiJKTX4zL575PT2Ro6vS9BghNxM

            This diagram is using BPMN (Business Process Model and Notation), here is the complete specification of the standard

Step 5: make sure the diagram is stored in the google drive folder https://drive.google.com/drive/folders/1dQz9HfEYZsHwZRRpl8k23QuYjNY85Vou

Step 6: On the flow created, go to File > Embed > IFrame > push Create button > copy the code generated

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Step 7: on your confluence page edit the HTML component below and replace the code

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            on top of the page, go to Image Removed, click the down arrow, select Other macros, search for HTML, select it and then, click Insert. Then, paste the code inside the component.

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End of Instructions

Data Model

<The data model displays the entities involved and how they are related in the process.>

Instructions:

Step 1: Determine the relationship between objects:

             if the relationship is one-to-one, (example: a case is linked to one single account) we add 1 in both side corners

             if the relationship is one-to-many (example: an account is linked to one or more cases; one opportunity is linked to one or more realized sales) we add n at the farthest corner

Step 2: use the same process as described in the Process flow paragraph to build the flow  

Step 3: Validate the data model and relationships with the developer

Step 4: Update data dictionary - <insert link>

Allowing Pricing Admins/CSR Users to send the ONE Quote Line Items data to be uploaded manually to SAP

Initial analysis for User notification / workload tracking - SF - Novecare - Data Push to SAP - object definition for notification generation for CSRs/Pricing Admins

Once ONE Quote is in Status SAP Upload Preparation - the Customer Service Team is notified and must now review the information and upload it to SAP

The upload is currently done by creating a CSV file which is then uploaded by CSR Users to SAP.

The goal is to generate said CSV file (via Report) and create a Task allocated to a Queue containing CSR Team members which will then be allocated to carry out the tasks of:

• review the Quote pricing data;

• Generate a CSV file via SF standard Report;

• Upload the data to SAP;

• Confirm that the data was successfully uploaded by marking the Task as Complete;

Data Model

SF - Novecare - Data push to SAP

Solvay Sales Organisation & Condition Type

Epics