1. Functional Process
Process Overview
Transactional Pricing is split through the following stages:
- Product manager defines in pVelocity whicg prices to apply to which Sold-To/Material
- Sales Reps commits in Salesforce for the price they have negociated with their customer
- Product Manager need to Approve or Reject the committed price if it is below the asked Target Price
Commitments records are created by pVelocity directly in Salesforce from the scatterplots defined by the Product Manager.
Sales Reps commit for prices and Product Managers approve or reject commitments directly in Salesforce.
When a Commitment is updated in Salesforce, those modifications are sent back to pVelocity
2. Commitment object
All profiles can only read and edit records (except Salesforce admins).
All fields are read only except :
- Reviewed Price
- Effective date
- Status
- is Contract
- Status of Negociation
3. Business rules & security
Business rules
| # | 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 |
| 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. |
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 |
pVelocity administrators
GBU restricted, but can be admins for severals GBUs, in this case they need to belong to each GBU dedicated public group.
pVelocity admin right is granted throught the permission set pVelocity admin to allow user to Create and Delete records and edit all fields.
They also see all records of users below them according to their role in the role hierarchy.
M&S users can edit all commitment records, no matter the GBU.
Commitment creation
To create a commitment record, the Sales Rep and the Product Manager must be existing and active users in Salesforce.
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).
pVelocity User right management
pVelocity user rights is managed through a dedicated field “Transational Pricing Tool Role” in the Salesforce User object.
pVelocity calls Salesforce to know which right to grant a user when he connects.
Hide and froze commitments from previous rounds
At the end of a round, commitment are no longer editable.
pVelocity sends a flag called Is Frozen to the commitments records in Salesforce and any other user than the admin can’t edit them if the checkbox is checked.
Commitments records deletion is managed manually, each end of the year commitments that are more than 4 years are marked for deletion in Salesforce.
Support future GBU rollout
As new GBUs will be deployed over time, there is a need to allow their admins to see and edit their own commitments.
So the sharing rules and public groups have to be created for those GBUs :
Last modifications : |
|---|
| User | Last Update |
|---|---|
| Emilien GUICHARD | 3235 days ago |
| Julien Andreoli-ext | 2983 days ago |
| Laura THEOLIER-EXT | 2724 days ago |
| BRAHIM, Walid | |
| KANJA-ext, Zakaria | |
| NWANGWU, Daniel |
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