Original requirements in
Split from
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) |
| Field Name | API Name | Data Type | Track History | Mandatory field | Read Only | Picklist Values or formula | Help Text | Profile access | Comments | Validation Rule | Layout Section | Needed for initial Data Load (Kunal files)? |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Owner | Owner | Lookup(User) | 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 insertion | Dimension | ||||
| Account Manager Review | Picklist | Values : Rejected, Committed | Account Manager input | |||||||||
| Annual sales | Numeric | X | Metrics | |||||||||
| Annual volume | Numeric | X | Metrics | |||||||||
| Capped Recommended price | Numeric | X | Overall | Not relevant for initial Data load | ||||||||
| Capped Reco price - Document Currency | Currency field | Not relevant for initial Data load | ||||||||||
| Capped Reco price - Pricing Currency | Currency field | Not relevant for initial Data load | ||||||||||
| Capped Recommended price (%) | Numeric | X | Overall | Not relevant for initial Data load | ||||||||
| Committed price | Numeric | Prepopulate with Capped Recommended Price | Account Manager input | |||||||||
| Contracting model | Free text | Dimension | Not relevant for initial Data load | |||||||||
| Country | Picklist | Formula field to bring country from Sold-to Account | Dimension | Not relevant for initial Data load | ||||||||
| CPC Status | Picklist | Read only | Values : 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 stage | Overall | ||||||||
| Dataiku ID ? | External ID | X | Field to be populated by Dataiku with the Pricing campaign ID | Not relevant for initial Data load | ||||||||
| Decision logic (path to microsegment) | Freetext - to be aligned with Cheryl | X | Model Data | Not relevant for initial Data load | ||||||||
| Document Currency | Currency field | Dimension | Not relevant for initial Data load | |||||||||
| End Use | Picklist | X | Use Global picklist values | Dimension | Not relevant for initial Data load | |||||||
| Forecasted annual volume | Numeric | If below MOQ populate first bracket on quote | Metrics | Not relevant for initial Data load | ||||||||
| FX rate used | Numeric | X | Metrics | Not relevant for initial Data load | ||||||||
| Important features (array) | Long text area | X | Model Data | Not relevant for initial Data load | ||||||||
| Last price | Numeric | X | Metrics | Not relevant for initial Data load | ||||||||
| Local Currency | Currency field | X | Dimension | Not relevant for initial Data load | ||||||||
| Market Cluster | Picklist | X | Use Global picklist values | Overall | ||||||||
| Market segment | Picklist | X | Use Global picklist values | Dimension | Not relevant for initial Data load | |||||||
| Microsegment (node) | Numeric | X | Model Data | Not relevant for initial Data load | ||||||||
| Modelling approach | Free text | X | Dimension | Not relevant for initial Data load | ||||||||
| Modelling level | Free text | X | Dimension | Not relevant for initial Data load | ||||||||
| Node price | Numeric | X | Metrics | Not relevant for initial Data load | ||||||||
| Price reco rationale | URL | X | Link to Dataiku chart | Account Manager input | Not relevant for initial Data load | |||||||
| Pricing Campaign | Lookup | Compact Layout | Read only | Dimension | on initial load, 3 campaigns: Long Tail, non-Long Tail and H2 | |||||||
| Pricing Currency | Currency field | Yes | Overall | Not relevant for initial Data load | ||||||||
| Pricing Increment - Document Currency | Currency field | Not relevant for initial Data load | ||||||||||
| Pricing Increment - EUR | Currency field | Not relevant for initial Data load | ||||||||||
| Pricing Increment - Pricing Currency | Currency field | Not relevant for initial Data load | ||||||||||
| Pricing region | Picklist | Yes | Use picklist value - same as quote ones | Overall | Not relevant for initial Data load | |||||||
| Product | Product lookup | Yes | Compact Layout | Retrieved from Product Code (Material Group Code); If failing to match during upload, needs to notify campaign owner | Overall | will come from Product code automation | ||||||
| Product code | Free text | Yes | X | material_group_product_lvl3_code on dataiku export Material Group Code field at product level | Overall | |||||||
| Product H4 | Picklist | X | Use Global picklist values | Dimension | Formula field to bring the Product H4 Name (ie. Aquivino) | |||||||
| Projected sales impact | Numeric | X | Overall | Formula - will be used for Dataiuk entries only | ||||||||
| Quantified importance of feature | Numeric | X | Model Data | Not relevant for initial Data load | ||||||||
| Quote | Lookjup to Opportunity automatically filled if Quote was created via that specific CPC record | X | Read only | Not relevant for initial Data load | ||||||||
| Reason for rejection | Picklist | - 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 input | Not relevant for initial Data load | |||||||
| Region | Formula field to capture the Sold-to Account ECCO Reporting Region | Formula field | Use Global picklist values | Dimension | Not relevant for initial Data load | |||||||
| Rejection description | Free text | Account Manager input | Not relevant for initial Data load | |||||||||
| Sold-To | Account Lookup | Compact Layout | For 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. | Overall | Not relevant for initial Data load | ||||||
| Sold-To SAP Name | Free text | X | To store the SAP Name of the Sold-To "Account" | Overall | ||||||||
| Sold-To Code | Free text | Yes | X | Overall | ||||||||
| Team Cluster | Picklist | Formula | Formula field to grab value from Account;s Team Cluster | Dimension | Not relevant for initial Data load | |||||||
| Uncapped Recommended price - EUR | Numeric | X | Metrics | Not relevant for initial Data load | ||||||||
| Uncapped Recommended price (%) | Numeric | X | Metrics | 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 load | |||||||||
| Weighted average price | Numeric | X | Metrics | Not relevant for initial Data load |
| Validation Rule Name | Formula | Error Message | |
|---|---|---|---|
| Account_Manager_Rejected | AND(ISPICKVAL(Account_Manager_Review__c,'Rejected'),ISBLANK(TEXT(Reason_for_rejection__c))) |
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
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