Table of Contents

Original requirements in

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-182

Split from

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-42

Pricing Campaign CPC object

Image Added

Create a new custom object : named Pricing Campaign CPC with: the following characteristics:

Label	Pricing Campaign CPC
Plural Label	Pricing Campaign CPCs
Object Name	Pricing_Campaign_CPC
Description	IPP-182
Record Name	Pricing Campaign CPC Name
Data Type	Auto Number
Display format	CPC -{00000000}
Allow Reports	True
Allow Activitie	True
Track Field History	True
Allow in Chatter Groups	False
Enable Licensing	False
Allow Sharing	True
Allow Bulk API Access	True
Allow Streaming API Access	True
Deployment Status	Deployed
Allow Search	True
Record Types	None required (Master only)
Tab	No tab required

Data Dictionary - Pricing Campaign CPC

	Field Name	Current Implementation	Apex Class references	API Name	Data Type	Track History

Mandatory field

Required	Read Only	Picklist Values or formula

Help Text

	Profile access	Comments

Validation Rule

Layout Section

Needed for initial Data Load (Kunal files)?
1	Owner			Owner	Lookup(User,Group)	Yes

Yes (default)NA

NA

Pricing Campaign CPC Owner (standard Owner field of the object)

- retrieve value from account lookup of Sold_To__c.Owner field
Update only at insertionDimensionAccount Manager ReviewPicklistValues : Rejected, CommittedAccount Manager inputAnnual salesNumericXMetricsAnnual volumeNumericXMetricsCapped Recommended priceNumericXOverallNot relevant for initial Data loadCapped Reco price - Document CurrencyCurrency fieldNot relevant for initial Data loadCapped Reco price - Pricing CurrencyCurrency fieldNot relevant for initial Data loadCapped Recommended price (%)NumericXOverallNot relevant for initial Data loadCommitted priceNumericPrepopulate with Capped Recommended PriceAccount Manager inputContracting modelFree textDimensionNot relevant for initial Data loadCountryPicklistFormula field to bring country from Sold-to AccountDimensionNot relevant for initial Data loadCPC StatusPicklistRead onlyValues : WIP, Rejected, Committed, Quote drafted, Quote in approval, Quote under CSR review, Quote closed - Sales started (Updated in SAP)
Workfow to create :
If Commit/Reject is Blank: WIP
if Commit/Reject is Rejected : Rejected
if Commit/Reject is Committed : Committed
If quote created (New lookup at CPC or Quote lvl TBD) : Retrieve Quote stageOverall

; See Automations Section - CPC Owner retrieval
2	Account Manager Review			Account_Manager_Review__c	Picklist	Yes		Not yet Reviewed (default value) Rejected Committed	Restrict picklist to the values defined in the value set See Account_Manager_Review_cannot_be_null VR
3	Annual sales			Annual_sales__c	Number(16, 2)		Yes, on layout
4	Annual volume			Annual_volume__c	Number(16, 2)		Yes, on layout
5	Capped Reco price - Document Currency	Capped Recommended price - Document Curr	Updated	Capped_Reco price_Document_Currency__c	Number(16, 2)		Yes, on layout			No
6	Capped Reco price - Pricing Currency	Capped Recommended price - Pricing Curre	updated	Capped_Reco price_Pricing_Currency__c	Number(16, 2)		Yes, on layout			No
7	Capped Recommended price (%)	Capped Recommended price(Number)	ECCOPricingCampaignService	Capped_Recommended_price__c	Percent(16, 2)		Yes, on layout			No
8	Committed price			Committed_price__c	Number(16, 2)	Yes			See Automation Committed Price default value
9	Contracting model			Contracting_model__c	Text Area(255)		Yes, on layout			No
10	Country	Picklist		Country__c	Text Area(255)		Yes, on layout		Requires Automation to grab value from Sold_To__c BillingCountry Note: the value that needs to be exposed in Pricing Campaign CPC is the full name of the Country, and not the ISO Code (ie, United States and not US; Portugal and not PT). This cannot be achieved via formula field nor automation (the label of the Country picklist values from State and Country/Territory Picklists cannot be queried). Possible solution: a custom setting to store the information about ISO Code and Country Name as per the current State and Country/Territory Picklists and fill this Country__c field via trigger - on record creation AND when Sold_To__c lookup ISCHANGED().	No
11	CPC Status	Picklist	ECCOPricingCampaignService, ECCOPricingCampaignService_TEST	CPC_Status__c	Formula (Text) Image Added			IF( Quote__c != null, TEXT(Quote__r.StageName),TEXT(Account_Manager_Review__c))	Bring Quote (Opp) Stage if there is a Quote in the CPC record; otherwise, bring the Account Manager Review field.
12	Dataiku ID	Dataiku__c		Dataiku_ID__c	Text(50) (External ID)		Yes, on layout

Dataiku ID ?External IDX

Field to be populated by Dataiku with the Pricing campaign ID

13
	No

Not relevant for initial Data load

	Decision logic (path to microsegment)

Freetext - to

		Decision_logic_path_to_microsegment__c	Text Area(255)			Yes, on layout			To be aligned with Cheryl

15
	No
14	Document Currency	Picklist	updated	Document_Currency__c	Text Area(255)			Yes, on layout				No

XModel DataNot relevant for initial Data loadDocument CurrencyCurrency fieldDimensionNot relevant for initial Data load

	End Use	Picklist

X

updated

Use Global picklist valuesDimensionNot relevant for initial Data loadForecasted annual volume

End_Use__c

Text Area(255)

Yes, on layout

If Value here is not present in End_Use of OLIs, system should ignore the one at CPC level - relevant info for

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-180

No

16

Forecasted annual volume

Forecasted_annual_volume__c

Number(16, 2)

Yes, on layout

Numeric

If below MOQ populate first bracket on quote

MetricsNot relevant for initial Data loadFX rate usedNumericXMetricsNot relevant for initial Data loadImportant features (array)Long text areaXModel DataNot relevant for initial Data loadLast priceNumericXMetricsNot relevant for initial Data loadLocal CurrencyCurrency fieldXDimensionNot relevant for initial Data loadMarket ClusterPicklistXUse Global picklist valuesOverallMarket segmentPicklistXUse Global picklist valuesDimensionNot relevant for initial Data loadMicrosegment (node)NumericXModel DataNot relevant for initial Data loadModelling approachFree textXDimensionNot relevant for initial Data loadModelling levelFree textXDimensionNot relevant for initial Data loadNode priceNumericXMetricsNot relevant for initial Data loadPrice reco rationaleURLXLink to Dataiku chartAccount Manager inputNot relevant for initial Data loadPricing CampaignLookupCompact LayoutRead onlyDimensionon initial load, 3 campaigns

; on the Create Quote button - if this value is lower than the OLIs MOQ, than bring the MOQ field to the OLIs Estimated Annual Volume, otherwise, Estimate Annual Volume = Forecasted Annual Volume.

relevant info for

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-180

No

17

FX rate used

FX_rate_used__c

Number(16, 2)

Yes, on layout

No

18

Important features

Important_features_array__c

updated

Important_features__c

Long Text Area(32768)

No

19

Last price

Last_price__c

Number(16, 2)

Yes, on layout

No

20

Local Currency

Picklist

Local_Currency__c

Text Area(255)

Yes, on layout

No

21

Market Cluster

Picklist

Market_Cluster__c

Text Area(255)

Yes, on layout

If Value here does not match the one in Market Cluster of OLIs, system should ignore the one at CPC level

relevant info for

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-180

22

Market Segment

Picklist

ECCOPricingCampaignService,

ECCOPricingCampaignService_TEST updated

Market_Segment__c

Text Area(255)

Yes, on layout

No

23

Microsegment (node)

Microsegment_node__c

Number(16, 2)

Yes, on layout

No

24

Modelling approach

Modelling_approach__c

Text Area(255)

Yes, on layout

No

25

Modelling level

Modelling_level__c

Text Area(255)

Yes, on layout

No

26

Node price

Node_price__c

Number(16, 2)

Yes, on layout

No

27

Price reco rationale

Price_reco_rationale__c

URL(255)

Yes, on layout

Link to Dataiku chart (when available)

No

28

Pricing Campaign

Pricing_Campaign__c

Lookup(Pricing Campaign)

Yes, visible only on Compact Layout

See Section Compact Layout below.

On initial stage, there will only be 3 Pricing Campaign records where data will be loaded into: Long Tail, non-Long Tail and H2

29

Pricing Currency

Currency fieldYesOverall

Pricing_Currency__c

Picklist

Yes

Yes, on layout

Global Value Set: Pricing Currency

EUR - Euro
BGN - Bulgarian Lev
BRL - Brazilian Real
CHF - Swiss Franc
CNY - Chinese Yuan
GBP - British Pound
HKD - Hong Kong Dollar
INR - Indian Rupee
JPY - Japanese Yen
KRW - Korean Won
KZT - Kazakhstan Tenge
RUB - Russian Rouble
SEK - Swedish Krona
SGD - Singapore Dollar
THB - Thai Baht
USD - U.S. Dollar

Restrict picklist to the values defined in the value set

No

30

Not relevant for initial Data load

	Pricing Increment - Document Currency

Currency field

31
		Pricing_Increment_Document_Currency__c	Number(16, 2)			Yes, on layout				No

Not relevant for initial Data load

	Pricing Increment - EUR

Currency field

32
		Pricing_Increment_EUR__c	Number(16, 2)			Yes, on layout				No

Not relevant for initial Data load

	Pricing Increment - Pricing Currency

Currency fieldNot relevant for initial Data load

		Pricing_Increment_Pricing_Currency__c	Number(16, 2)			Yes, on layout				No
33	Pricing region			Pricing_Region__c

Pricing region

Picklist

Yes, on layout

Use the newly created Global Value Set Pricing Region

Restrict picklist

value - same as quote ones

to the values defined in the value set

Promote Opportunity.Region__c picklist values to Global Value Set (called Pricing Region)

No

34

Product

Product__c

Lookup(Product)

Yes

Yes, visible only on

OverallNot relevant for initial Data loadProductProduct lookupYes

35	Product Code
Compact Layout			Retrieved from Product_Code__c - see Automations Section - Product retrieval

(Material Group Code);
If failing to match during upload, needs to notify campaign ownerOverall

will come from Product code automation

	Text Area(255)	ApexClass SmartFactory ApexClass ECCOPricingCampaignService ApexClass PricingCampaignCPC_UpdateFields_Test ApexClass ECCOPricingCampaignService_TEST ApexClass PricingCampaignCtrl_Test Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications Flow Pricing Campaign CPC sold to Notifications	Product_code__c	Text(20) (External ID)	Yes		Yes, on layout			Dataiku source:

Product codeFree textYesX

material_group_product_lvl3_

code on dataiku export
Material Group Code field at product level

code

SF match: Material Group Code field (Material_Group__c) on Product object

36

Overall

	Product H4	Picklist

XUse Global picklist valuesDimension

Formula field to bring the Product H4 Name (ie. Aquivino)

updated	Product_H4__c	Formula (Text) Image Added			TEXT(Product__r.Product_H4_Bracket__r.Product_H4_Name__c)		No
37	Product Manager		Product_Manager__c	Formula (Text) Image Added			Product__r.Product_Manager__r.LastName & ", " & Product__r.Product_Manager__r.FirstName
38	Projected sales impact		Projected_sales_impact__c	Number(16, 2)		Yes, on layout

Projected sales impactNumericXOverall

39	Quantified importance of feature
			Formula - will be used for Dataiuk entries only	No

NumericXModel DataNot relevant for initial Data loadQuoteLookjup to Opportunity automatically filled if Quote was created via that specific CPC recordXRead onlyNot relevant for initial Data loadReason for rejectionPicklist- Competitive threat
- Growth customer or initiative
- Price fixed by contract
- Customer or product discontinued
- Other (Please describe)Mandatory if Account Manager Review is 'Rejected'Account Manager inputNot relevant for initial Data loadRegionFormula field to capture the Sold-to Account ECCO Reporting RegionFormula fieldUse Global picklist valuesDimensionNot relevant for initial Data loadRejection descriptionFree textAccount Manager inputNot relevant for initial Data loadSold-ToAccount LookupCompact LayoutFor full CPC - Needs to be aligned with account access rules (confidentiality, roll up to managers)Retrieved from Sold To "SAP Code"; If failing to match during upload, needs to notify campaign owner
Check SAP Code at account level. OverallNot relevant for initial Data load

Quantified_importance_of_feature_array__c

Quantified_importance_of_feature__c

Number(16, 2)

Yes, on layout

No

40

Quote

Quote__c

Lookup(Opportunity)

Yes

Yes, visible only on Compact Layout

Will be automatically populated with the Automation that creates Opportunities from

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-179

and

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-180

No

41

Reason for rejection

Reason_for_rejection__c

Picklist

Yes

Competitive threat
Growth customer or initiative
Price fixed by contract
Customer or product discontinued
Other (Please describe)extra quotation mark on Other (Please describe)" - needs to be removed 

Restrict picklist to the values defined in the value set

No

42

Region

Picklist

ApexClass SmartFactory
ApexClass ECCOPricingCampaignService
ApexClass AccountController
ApexClass PricingCampaignCPC_UpdateFields_Test
ApexClass ECCOPricingCampaignService_TEST
ApexClass PricingCampaignCtrl_Test

Region__c

Formula (Text) This formula references multiple objects Image Added

Sold_To__r.Reporting_Region_ECCO__c

No

43

Rejection description

Rejection_description__c

Text Area(255)

Yes

No

44

Sold-To

Sold_To__c

Account Lookup

Yes

Compact Layout

Retrieved from Sold_To_Code__c - see Automations Section - Account lookup retrieval

No

45

Sold-To SAP Name

Not present

created

Sold_To_SAP_Name__c

Text Area(255)

Yes, on layout

Sold-To SAP NameFree textX

To store the SAP Name of the Sold-To "Account"

46
as a text version read-only.

Overall

	Sold-To Code			Sold_To_Code

Free text

__c

Text Area(255)

Yes

X

47
, on layout

Overall

	Team Cluster	Picklist		Team_Cluster__c	Formula (Text) Image Added				TEXT(Sold_To__r.Team_Cluster__c)		Formula field to grab value from Account;s Team Cluster

Dimension

48
No

Not relevant for initial Data load

	Uncapped Recommended price - EUR			Uncapped_Recommended_price_EUR

NumericXMetrics

49
__c	Number(16, 2)			Yes, on layout				No

Not relevant for initial Data load

	Uncapped Recommended price (%)

NumericXMetrics

50
			Uncapped_Recommended_price__c	Percent(16, 2)			Yes, on layout				No

Not relevant for initial Data load

	Unit of Measurement	Picklist

Same values as Unit of Measurement at Pricing setting level: Retrieve value of "Unit of Measure" from the corresponding product pricing setting (Region, currency, market segment)Not relevant for initial Data loadWeighted average priceNumericXMetricsNot relevant for initial Data load

ApexClass ECCOPricingCampaignService ApexClass ECCOPricingCampaignService_TEST	Unit_of_Measurement__c	Text Area(255)			Yes, on layout			Purpose of having Unit of Measurement in CPC records - merely inform users about data coming from Dataiku	No
51	Weighted average price			Weighted_average_price__c	Number(16, 2)			Yes, on layout				No

Compact Layout

New Compact Layout

Image Added

Compact Layout Assignment

Image Added

Compact Layout Selected Fields

Image Added

Page Layout

See

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-230

for new layout definition

Lightning Record Page (activated as Org Default)

Image Added

Image Added

Validation Rules

See

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-228

for updated solution

Validation Rule Name

Formula

Error Message

Error Location

Account_Manager_Rejected

Code Block

language	java
linenumbers	true

AND(ISPICKVAL(Account_Manager_Review__c,'Rejected'),ISBLANK(TEXT(Reason_for_rejection__c)))

Please provide a Reason for Rejection.

Field: Reason for Rejection

Account_Manager_Review_cannot_be_null

Code Block
TEXT(Account_Manager_Review__c) = null && ! isNew()

Account Manager Review cannot be null.

Field: Account Manager Review

Automations Required

1. Account lookup retrieval

On insertion of Pricing Campaign CPC record - the Sold_To_Code__c value should be used to do a lookup on all the Account records (specifically on its field Account___r.SAP_Sold_To_Number__c);

If a match is found between Pricing_Campaign_CPC__r.Sold_To_Code__c AND Account___r.SAP_Sold_To_Number__c - populate Pricing_Campaign_CPC__r.Sold_To__c with the same ID as the one retrieved from the Account record with the matching Account___r.SAP_Sold_To_Number__c
If no matching Account___r.SAP_Sold_To_Number__c is found - leave Pricing_Campaign_CPC__r.Sold_To_Code__c = null

2. CPC Owner retrieval

On insertion of Pricing Campaign CPC record - the standard Owner User lookup needs to be the same as the Account Owner from the Account lookup (Sold-To) retrieved from the automation Account lookup retrieval.

3. Product retrieval

On insertion of Pricing Campaign CPC record - the Product_Code__c value should be used to do a lookup on all the Product records (specifically on its field Product___r.Material_Group__c);

If a match is found between Pricing_Campaign_CPC__r.Product_Code__c AND Product__r.Material_Group__c - populate Pricing_Campaign_CPC__r.Product__c with the same ID as the one retrieved from the Product record with the matching Product__r.Material_Group__c
If no matching Product__r.Material_Group__c is found - leave Pricing_Campaign_CPC__r.Product__c = null

4. Committed Price default value

On record creation, the number field Committed_Price__c needs to be pre-populated with the same value inserted in the field Capped_Reco price_Pricing_Currency__c.

Notifications

Full requirements captured in the context of

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-220

Permissions

Detailed analysis being done in

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-227

The object Pricing Campaign CPC needs to be aligned with Account access permissions (confidentiality, roll up to managers

Create fields, VR help texts on file below:https://docs.google.com/spreadsheets/d/1MMopKjSdW2La5TOA24Z250A0OVDv-lK_eDZpIWBymi4/edit#gid=1544071925

Note: new changes made to Google Sheet Data Dictionary on

Added new field Sold-To SAP Name (free text

)

Sharing and security : Private (only Owner and user above in role hiearchy) + Edit access.

Do we need to give a view all and/or modify all to some profiles or users ?

Is some region managers who need to see more than their records ?

What about confidential accounts ? Access only by owner or account team ? Product manager access ?

Don’t create tab for this object

Create a “Pricing Campaign CPC” tab at Pricing campaign level

Reports Required for Data control purposes

Report on any Pricing Campaign CPC record where Sold_To__c = null OR Product__c = null

Purpose: be able to see which CPC records where inserted where no match was found for the Account SAP Code or Product SAP Code or that were inserted without a value in Capped Reco price - Pricing Currency

NOE, Julien - who will manage this data? What is the goal of "controlling" these failed insertions of CPC records? Will it be: analyzing the discrepancies and correct the data in Dataiku/SF/SAP so that the Codes match across the systems and no more CPC insertions fail in the future due to mismatched Product or Account Codes?

Story specific for reports - Placeholder Story not filled in yet -

Jira

server	Jira
serverId	bbf5f9ee-7f3e-3274-bb6e-be12673f2166
key	IPP-155

Automations Required

1. On record insertion - the field Sold-To (Account lookup) needs to be automatically populated with the Account found via the value available in the Pricing Campaign CPC field Sold-To Code - the Account field where the code can be queried is:

SAP Code

SAP_Sold_To_Number__c

Text(10) (External ID) (Unique Case Insensitive)

2. On insertion of Pricing Campaign CPC record - the standard Owner User lookup needs to be the same as the Account Owner from the Account lookup labeled as Sold-To

Space shortcuts

Page tree

Versions Compared

Old Version 4

New Version Current

Key

Pricing Campaign CPC object

Data Dictionary - Pricing Campaign CPC

Compact Layout

Page Layout

Lightning Record Page (activated as Org Default)

Validation Rules

Automations Required

1. Account lookup retrieval

2. CPC Owner retrieval

3. Product retrieval

4. Committed Price default value

Notifications

Permissions

Reports Required for Data control purposes

Automations Required

Space shortcuts

Page tree

Page History

Versions Compared

Old Version 4

New Version Current

Key

Pricing Campaign CPC object

Data Dictionary - Pricing Campaign CPC

Compact Layout

Page Layout

Lightning Record Page (activated as Org Default)

Validation Rules

Automations Required

1. Account lookup retrieval

2. CPC Owner retrieval

3. Product retrieval

4. Committed Price default value

Notifications

Permissions

Reports Required for Data control purposes

Automations Required