...
- The Partner Type is not "Prospect" => error message: "You can not convert this Account since his Partner Type is not Prospect."
The Account Status is not “Prospect” => error message: "You cannot convert this from prospect to customer, as a request has already been created. Please contact your CSR"
- The Corporate Group is flagged as “Not SAP Compatible” => error message: "
- All customers
- accounts in CRM are supposed to
- must be assigned to a Corporate Group available in SAP. Can you please indicate which Corporate Group does this customer belong to? If none of the ones created in CRM, the account should then be added to the group "Decision: Various"
- , which indicates the legal entity of the account. Please remove the current Corporate Group and search for the correct Corporate Group name. If the Corporate Group does not exist, assign the account to ‘Decision: Various’ Corporate Group."
- There is at least one contact linked to the Account => error message: "There is no Contact linked to this Account. Please create one or add an existing one in the related contact list."
- Screening Status is set to "Blocked" => error message: "This Account has been blocked by GTS. You can't start the conversion."
- For Technology Solutions, the user is a Sales Rep and has already done the "1st run" => error message: "As a Sales Rep., this record can't be edited, the request has been sent to the Customer Service Rep."
- For Novecare, the user is not one of the 3 users indicated in the following custom label => error message: "As a Sales Rep., this record can't be edited, the request has been sent to the Customer Service Rep."
- NovecarePamEmail
- NovecareAPACAdditionalEmail
- NovecareAPACAdditionalEmailNumber2
...
Ask the user to confirm if he would like to create a Sold-to or a Ship-to in SAP.
Pre-populate the information based on the Partner Sub-Type of the Account.
2.2.7
...
"Do you wish to copy the incoterms and payments terms from an existing quote?"
Radio Button Yes/No, Mandatory
- Not for Technology Solutions and Novecare as they don't do Quote on Prospect
- If Yes, "Quote" +
- Lookup on Quote (SLV2_Quote__c)
- Retrieve
- Payment Term (SLV2_quote_Payment_terms__c)
- Incoterm 1 (SLV2_quote_Incoterm__c)
- Incoterm 2 (SLV2_quote_Location__c)
- If No, nothing else
2.2.8 Specifity for Novecare
If it's the 2nd step, we add 1 checkbox: Reject
If the checkbox is ticked, add a field "Reason of rejection".
2.3 When clicking "Next" on the 1st screen
2.3.0 Is the checkbox "Reject" ticked?
If yes, then go to the Rejection Process.
If no, then go on.
Before displaying the following screen, we need to perform few activities in order to save what has been done so far and be able to re-start the process if stopped in the middle and not re-ask everything to the user.
2.3.1 Update the request with the information from the screen
On the Request, depending on the option selected, update the following information:
- Options (SLV2_REQ_Options__c) = Option selected in the section "Selection of the CSR"
If “Select my CSR from the account team” or “Search for my CSR based on his/her name” is selected =>
My CSR (SLV_REQ_My_CSR__c) = Id of the selected user
- Conversion Notification Email (SLV10_REQ_Conversion_Notification_Email__c) = Email of the selected user
- If not,
CSR Team (SLV2_REQ_CSR_Team__c) = ID of the selected queue
CSR Queue name (SLV2_REQ_CSR_Queue_Name__c) = Name of the selected queue
- Conversion Notification Email (SLV10_REQ_Conversion_Notification_Email__c) = Email of the selected queue
- If the Conversion process is done in 2 steps, then the Conversion Notification Email should be the one of data team. The email of data team is in the custom metadata "Org Settings", on the value of the label "Data Team Email". it seams only TS is using this email address ???? and it's not the correct email address
Type of Account (SLV2_REQ_Type_of_account__c) = "Sold-ToShip-to" if "Sold-To & Ship-To" is selected, "Ship-To" if not
- CSR GBU (SLV10_REQ_CSRGBU_Picklist__c) = the selected GBU
Conversion Request? (SLV2_REQ_Conversion_Request__c) = Picklist value depending on what has been selected in the "Detail or File" section
- Attach the loaded file is there is one.
Copy Incoterms and Payment terms (SLV2_REQ_Cpy_Incoterms_and_Payment_terms__c)
Quote (SLV2_REQ_Quote__c)
2.3.2 Update / Create the GBU Segmentation
Update: If there is already a GBU segmentation existing for this Account and this GBU, update the GBU Account Sub-type with the selected value.
Creation: if there is no GBU Segmentation already existing, create one with:
- Record Type (RecordTypeId) = 01224000000TaO2AAK (GBU Customer Segmentation)
- Account (SLV_Account__c) = Id of the Sold-To we're converting
GBU (SLV7_GCS_GBU__c) = the one determined above
- GBU Account Sub-type (SLV_Account_Sub_Type__c) = the selected one
2.3.3 if option 'I have prepared ..." has been selected
Ensure there is a file uploaded => error message: "You can't go further unless you attach a file."
If yes, go to the Summary Screen.
...
If it's the 2nd step, we add 1 checkbox: Reject
If the checkbox is ticked, add a field "Reason of rejection".
2.3 When clicking "Next" on the 1st screen
2.3.0 Is the checkbox "Reject" ticked?
If yes, then go to the Rejection Process.
If no, then go on.
Before displaying the following screen, we need to perform few activities in order to save what has been done so far and be able to re-start the process if stopped in the middle and not re-ask everything to the user.
2.3.1 Update the request with the information from the screen
On the Request, depending on the option selected, update the following information:
- Options (SLV2_REQ_Options__c) = Option selected in the section "Selection of the CSR"
If “Select my CSR from the account team” or “Search for my CSR based on his/her name” is selected =>
My CSR (SLV_REQ_My_CSR__c) = Id of the selected user
- Conversion Notification Email (SLV10_REQ_Conversion_Notification_Email__c) = Email of the selected user
- If not,
CSR Team (SLV2_REQ_CSR_Team__c) = ID of the selected queue
CSR Queue name (SLV2_REQ_CSR_Queue_Name__c) = Name of the selected queue
- Conversion Notification Email (SLV10_REQ_Conversion_Notification_Email__c) = Email of the selected queue
- If the Conversion process is done in 2 steps, then the Conversion Notification Email should be the one of data team. The email of data team is in the custom metadata "Org Settings", on the value of the label "Data Team Email". it seams only TS is using this email address ???? and it's not the correct email address
Type of Account (SLV2_REQ_Type_of_account__c) = "Sold-ToShip-to" if "Sold-To & Ship-To" is selected, "Ship-To" if not
- CSR GBU (SLV10_REQ_CSRGBU_Picklist__c) = the selected GBU
Conversion Request? (SLV2_REQ_Conversion_Request__c) = Picklist value depending on what has been selected in the "Detail or File" section
- Attach the loaded file is there is one.
Copy Incoterms and Payment terms (SLV2_REQ_Cpy_Incoterms_and_Payment_terms__c)
Quote (SLV2_REQ_Quote__c)
2.3.2 Update / Create the GBU Segmentation
Update: If there is already a GBU segmentation existing for this Account and this GBU, update the GBU Account Sub-type with the selected value.
Creation: if there is no GBU Segmentation already existing, create one with:
- Record Type (RecordTypeId) = 01224000000TaO2AAK (GBU Customer Segmentation)
- Account (SLV_Account__c) = Id of the Sold-To we're converting
GBU (SLV7_GCS_GBU__c) = the one determined above
- GBU Account Sub-type (SLV_Account_Sub_Type__c) = the selected one
2.3.3 if option 'I have prepared ..." has been selected
Ensure there is a file uploaded => error message: "You can't go further unless you attach a file."
If yes, go to the Summary Screen.
2.3.4 "Do you wish to copy the incoterms and payments terms from an existing quote?"
Radio Button Yes/No, Mandatory
- Lookup on Quote (SLV2_Quote__c)
- Retrieve
- Payment Term (SLV2_quote_Payment_terms__c)
- Incoterm 1 (SLV2_quote_Incoterm__c)
- Incoterm 2 (SLV2_quote_Location__c)
3. Conversion Process
3.1 Contacts Screen
...
The list of fields to display to the user when the contact is not existing are:
- First Name => Mandatory
- Last name => Mandatory
- Language => Picklist based on the field Language of the object Contact or the Global Picklist Language (it's the same picklist, use the simplest option), Mandatory
- Function => Picklist based on the field Function of the object Contact, Mandatory
- Job Department => Picklist based on the field Job Department of the object Contact, Mandatory
- Phone
- Mobile
- Email=> Mandatory
...
- If it's the 1st run:
- If it's Technology Solutions and user is a CSR, go to point 3.8.4
- Else
- On the Request, update the field IsSaved (SLV10_REQ_Is_Saved__c) = True
- Send an email to Pam Accardi if Novecare or to the CSR selected at the beginning for other GBUs.
- Include attachment in email sent - https://syensqo.atlassian.net/browse/CCCME-9688
- Go to the end
- If it's the 2nd run, go on with the following steps.
...
For Technology Solutions and Novecare EMEA, Email is sent to Data Team,
For Novecare, Email is sent to Pam Accardi
otherwise Email is sent to the CSR or the queue selected at the beginning.
Include the attachment in email sent - https://syensqo.atlassian.net/browse/CCCME-9688
3.8.7 Update the following information
...
- Send an email to Data Team for Technology Solutions (customers.datamanagement@support.solvaysyensqo.com) and to the CSR for the other GBUs (Email of the CSR indicated in the Request) to indicate the PRS workflow number. (See example here)
- Update the “Status” (SLV_SAP_Status__c) of the Account to “Creation Requested”
...