The SHEET Contains initialy an extract based on Salesforce Inspector with the folllwing columns :
| Field API Name | Label | Type | Description | Value |
Then I arrange it to be :
| Object Name | Field API Name | Label | Type | Functionnal Description | Value | Integration | Comment |
The objective is to have in 1 sheet ALL fields. It will be easier to search common field definition.
Also at a point I would recommend to load the Functionnal description in SF.
We are goint to setup specific Filter Views :
- Pricing Campaign
- Price Settings
- Quote
| Final LABEL | Definition | Data Example | Pricing Campaign | Quote | Transparency |
Ship-to | PROCTER & GAMBLE | X | X | Ship-to | | Product Level 5 (Material) | Material Packaged | RHODASURF PEG 9000 BULK | X | X | Material |
| Product Level 4 (Product) | Commercial product / Material group | RHODASURF L10 APE MB BULK | N/A | X | Product |
| Region | Campaign : GBU Region of the Ship to account | EMEA | X | X | Region |
Manufacturing plant | ANCV | X | X | Manuf. Plant | Shipping Plant | ANCV | X | X | Shipping plant | Incoterms | DAP | X | X | Incoterms | CPC Reference | CPC-00003726 | X | N/A | N/A | | Unit of Measurement | For CPC, Original UOM available is only KG or LB | KG | X | X | ? |
| Currency | For CPC, Original Currency available is only EUR or USD | EUR | X | X | ? |
Pricing Dashboard | Link | X | N/A | ? | Scatter Plot | N/A | X | BU | Coatings | X | Group of activity | Group of Activity | X | X | Sold-to | AZELIS ITALIA SRL | X | X | Sold-to | Owner | Campaign : The Account manager that is responsible of the CPC. He can update the Commited price. Quote : User that manage the quote | Julien GENA | X | X | GBU | Novecare | X | X | Reference Contract | X | N/A | Legal entity | X | N/A | Contractual commitment | X | N/A | Last 12M Volume | X | N/A | Forecasted12M Volume of the Sold-to | 3393 | X | N/A | X | Last sales month | "Feb 2022" | X | N/A | Last sales month | Last price | 1 | X | N/A | Last price | | Last ICM | Based on total variable costs of last transaction (Product & Freight)= $X $C/$M | 0,12 | X | N/A | X |
Last ICM% | 12% | X | N/A | X | | Active SAP price | Price conditions extracted from SAP price list, and converted to local currency | 2 | X | N/A | TO BE |
| Estimated next 3M volume | Source: Dynasys | 848.25 | X | N/A | TO BE |
| Price based on Margin squeeze | Price to cover forward looking costs and to maintain the highest margin of the last 4 quarters | 0.22 | X | N/A | X |
| Asset Price floor | Floor price to be considered within an allocation on constrained assets | 0.54 | X | N/A | TO BE |
| Market Price policy | Price to achieve the margin policy defined by the Marketing Directors | 0.56 | X | N/A | TO BE |
| Final recommended price | Maximum price between 3 prices above (Margin squeeze, Margin floor and Margin policy) | 0.56 | X | N/A | ? |
Account Manager CPC review | Committed / Rejected (soon "Below Recomendation" IPP-984) / Not yet reviewed | X | N/A | ? | Committed price | Price committed by sales team to provide visibility to the organization | X | N/A | ? | Reason for deviation | If committed price is 5% below the recommended price, please provide the main reason | X | N/A | ? | Comments | X | N/A | ? | RMD Comments | X | N/A | ? | Price increase % vs. active SAP price | 250,00 | X | N/A | ? | Price increase % vs. last invoiced price | 250,00 | X | N/A | ? | | Commited price impact | (Committed price - Last price) x Forecasted next 3 months volume | 5089.5 | X | N/A | ? |
| New ICM per unit | (Committed price) - (Forward looking product costs: $X $C/$M Freight & Duties:$Y $C/$M) | 5,45 | X | N/A | ? |
| New ICM% | (New ICM per unit / Committed price) | 77,86 % | X | N/A | ? |
Last Transportation mode | Air (road departure) | X | X | Market Margin Policy | X | N/A | Asset Margin Floor | X | N/A | Variable Manufacturing Costs (forward) | X | N/A | Variable Manufacturing Cost | N/A | X | Freight | X | X | Bracket (From-To) | N/A | X | Estimated Annual Volume (KG) | N/A | X | Quoted Price | N/A | X | Discount | N/A | X | ICM% | N/A | X | Yearly Financial Impact | N/A | X | Rationale | N/A | X | Description | N/A | X | Approval Status | N/A | X | Comment | N/A | X | Special customer information | N/A | X | Stock Holding Strategy | N/A | X | Minimum Order Quantity | N/A | X | Lead Time (Days) | N/A | X | Contact Name | N/A | X | Quoted extended ? | N/A | X | Renewed From | N/A | X