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| # | Rule |
|---|---|
| 1 | Once a commitment record is created in Salesforce, it is assigned to a Sales Rep and a Product Manager with the Statut Assigned |
| 2 | A Sales rep has a list view where he can find all his assigned commitments (Status Assigned and Rejected) |
| 3 | To commit for a specific commitment record, the Sales Rep edits the Reviewed Price (Last Transaction Currency) and sets the commitment status to Pending Review |
| 4 | A Sales Rep can't set the Status of a Commitment record to Approved, or Rejected. Only a Product Manager can (or an admin) |
| 5 | If a commitment Review Price is equals or above the target the commitment record is automatically set to Approved |
| 6 | If a commitment record Status is Pending Review or Approved it is not possible to change the Reviewed Price |
| 7 | The Product Manager has a list view where he can find all the commitments he has to approve or reject (i.e. all commitments for which he is the assigned Product Manager and with the status Pending Review) List view approved, list view approved for the product manager |
| 8 | If the Sales Rep wants to modify a commitment he owns, if he has done a mistake for example, he changes the commitment record to Assigned, he changes the Reviewed Price and set the Status to Pending Review |
| 9 | To approve or reject a commitment, the Product Manager goes to the commitment record or directly from the list view and changes the Status to Approved if he aggrees or to Rejected if he disagrees. He can add comments in the Comment box. |
| 10 | If a commitment record Status is Approved, a Sales Rep can't change the Reviewed Price nor the Status |
| 11 | If a commitment record Status is Approved, a Product Manager can't change the Reviewed Price, he can change the Status |
| 12 | The Product Manager can never change the Reviewed Price on a commitment record and the Negociation Status |
| 13 | If a Sales Rep wants to edit the Reviewed Price of an approved commitment record, he asks his Product Manager on Chatter to change the Status to Rejected and then he will be able to edit it |
| 14 | If a Sales Rep wants to edit the Reviewed Price of an approved commitment record, he asks his Product Manager on Chatter to change the Status to Rejected and then he will be able to edit it |
| 15 | If a commitment is frozen, it is not possible to do any further changes to the commitment (except for the admin) |
| 16 | The Expected Volume can only be edited by a Product Manager or a Sales Rep if the Status is Assigned or Rejected. It can be edited at no condition by an Administrator. |
| 17 | Comment field :
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Security
Who can create? | Commitments are created by pVelocity No commitment is created directly in Salesforce |
Who can see? | A commitment is visible by its owner, the related product manager (provided by pVelocity) |
Who can update? | A commitment can be updated by its owner, the related product manager (provided by pVelocity) |
Who can delete? | As pVelocity admins can't delete commitments directly, commitments are flagged to be deleted by pVelocity After that only System Administrators can delete them by DataLoader Commitment marked for deletion are no longer visible by non admin users Salesforce admins can delete Commitments at any time |
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Otherwise, if pVelocity tries to create and assign a commitment record to an inactive user, the interface will send back an error.
Commitment update
- When updating a commitment record, it is possible to do it no matter if the Sales Rep or the Product Manager is active or not.
This will be perform for adjustements in pVelocity and also to mark commitment records for deletion or to froze them (hide them from non pVelocity admins users).
- From the list views "Assigned & Rejected", you can use the button "Copy Target to Committed" to mass copy the 'Target Price' into 'Committed Price', Before clicking on the button you have to tick the lines for which you want to apply the copy. Once the prices are copied, status is automatically set to Approved.
pVelocity User right management
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- If the difference is less than 5% the flag will be green.
- If the difference is higher than 5% and less than 15% the flag will be orange.
- If the difference is higher than 15% the flag will be red.
New in Fall'18 : News fields have been added to the layout on dilution information : Dilution Rate, Diluted Reviewed Price (GBU Currency) and Diluted Reviewed Price (LTC). In case of a diluted product, the system compares the pricing with the diluted price.
Rule : If pricing method = 100% or blank-> compare pricing with committed price
else compare pricing with diluted price
Even if the flag is red there is no automatic approval workflow designed for the fall release. The account manager could submit the quote for approval if he wants to.
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One quote line item is generated by each opportunity product records.
The commitment will be search a first time with the following parameters :
• GBU = opportunity GBU
• Account = opportunity sold to
• Product = Opportunity product
• UOM reference = Opportunity UOMUoM of the quote = Sh.T, T, or KG
• Last transaction Currency = Opportunity currrencyQuote line item currency
• Commitment is not frozen
• Commitment Status : approved or pending review
If the corresponding commitment is found the committed price in the quote line will be filled with the field Reviewed price LTC.
If the commitment is not found, The commitment will be search a second time with the following parameters :
• GBU = opportunity GBU
• Account = opportunity sold to
• Product = Opportunity product
• UOM reference= Opportunity UOM• UoM of the quote = Sh.T, T, or KG
• GBU Currency = Opportunity Quote line item currency
• Commitment is not frozen
• Commitment Status : approved or pending review
If the corresponding commitment is founded the committed price will be pre-filled with the field Reviewed price GBU Currency.
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2. Quote Creation from scratch
The quote can be created also directly from an account.
Each quote line item is created manually.
The commitment will be search a first time with the following parameters :
- GBU = quote GBU
- Account= Quote line item ship to if not empty or quote header ship to if not empty or quote header account
- Product = quote line item product
- UOM reference= quote UOM
- Last transaction Currency = quote currency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price LTC after saving the quote line items.
If the commitment is not found, the commitment will be search a second time with the following parameters :
- GBU = quote GBU
- Account= quote header ship to if not empty or quote header sold to
- Product = quote line item productUOM reference= quote UOM
- UoM of the quote = Sh.T, T, or KG
- Last transaction Currency = quote currency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price LTC after saving the quote line items.
If the commitment is not found, the commitment will be search a third time with the following parameters :
- GBU = quote GBU
- Account= quote header sold to
- Product = quote line item productUOM reference= quote UOM
- UoM of the quote = Sh.T, T, or KG
- Last transaction Currency = quote currrency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price LTC after saving the quote line items.
If the commitment is not found, the commitment will be search a fourth time with the following parameters :
- GBU = quote GBU
- Account= Quote line item ship to if not empty or quote header ship to if not empty or quote header sold to
- Product = quote line item productUOM reference= quote UOM
- UoM of the quote = Sh.T, T, or KG
- GBU currency = quote currency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price GBU Currency after saving the quote line items.
If the commitment is not found, the commitment will be search a fith time with the following parameters :
- GBU = quote GBU
- Account= quote header ship to if not empty or quote header sold to
- Product = quote line item productUOM reference= quote UOM
- UoM of the quote = Sh.T, T, or KG
- GBU currency = quote currency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price GBU Currency after saving the quote line items.
If the commitment is not found, the commitment will be search a sixth time with the following parameters :
- GBU = quote GBU
- Account= quote header sold to
- Product = quote line item productUOM reference= quote UOM
- UoM of the quote = Sh.T, T, or KG
- GBU currency = quote currency
- Commitment is not frozen
- Commitment Status : approved or pending review
If the corresponding commitment is found the committed price will be filled with the field Reviewed price GBU Currency after saving the quote line items.
3. Clone quote
Account manager can also clone a quote already existing to create a new one. The committed prices if existing will be updated in the quote lines items with the last version founded during the clone process. To find the new commitment we use the same algorithm as described in 2. Quote Creation from scratch.
The quote lines item will be already pre-filled with the committed price if this committed price is founded with the search algorithm. If the account manager changes the product in the quote line item, he will have to click on the save button to launch the commitments search.
5. Mass update lines
During the quote creation process, the account manager can create a first quote line item and decides to mass clone this lines to speed up the creation process.
In this example the account manager has chosen to clone the same line 6 times:
He will update the product, the price and all the others fields. During this process we will not be able to show committed prices. When the account managers clicks on the save button, he will return automatically in the quote header page layout without seeing the committed prices. The new lines created will appear in the quote line items related list:
If the account manager wants to change the quote price he has 2 solutions:
- Open each line one by one and in the page layout he will see the new section with the committed price
- Or Select the lines he wants to change and click on the mass update button (screenshot below)
6. Mass clone lines
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The difference between quote price and commitment price is also display, but if the account manager changes the product the committed price will not be updated in real time but only after the click on the save button.
Lightning
Buttons
- Copy Target to Committed : For commitments with the status "Assigned or Rejected", business has the possibility to multi select commitments, click on the button to mass copy the 'Target Price' into the 'Committed Price', and thus validate the approval automatically.
(The button appears in all list views since we cannot display it depending on the
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