Link to the diagram: https://app.diagrams.net/#G16eEobBBJKYsb0qsKgIaowv1XS-4hUgJl
iCARe Quote creation and price calculation Epic Links:
Rules for the quote creation:
- Quote Valid To external date must be equal or lower than the Quote Valid To internal date
- Final Consignee is optional. If populated, the quote line items created inside the quote will have the same final consignee
Information to create a quote:
- Quote Valid From and Quote Valid To internal dates is the products that can be included inside the quote (the price of the product must be the same or beyond these two dates)
- Quote Valid To external date
- Region and Currency will drive the price selection for the products added to the quote
Rules to determine the end use and market segment in the OLIs:
On the end_use__c object, the system searches for the account in the quote and product(s) selected.
If there is an end_use__c record matching, the systems gets the market segment and end use values and automatically populate them in the OLI.
The system also displays the values in the screen below as read-only.
If there is no end_use__c record matching the account and products, the system dispkays the fields as editable, so the account manager must select the values manually.
Rules to determine the Pricing market in the OLIs:
The pricing market is the pricing setting selected by the system, based on the Region and Currency in the quote.
The pricing market by default is the generic one (with the market segment empty), named BLANK.
Usually, we have one pricing setting for each region and currency with market segment empty. The system displays it as BLANK.
Additionally, we could also have pricing settings for specific market segments, like in the screen below.
If we have the BLANK market segment and the specific market segment, the account manager is able to select between them.
If we don't have the blank market segment or the price list for the currency and the region, the system presents the pricing market without options and an error is displayed after click on "Add Product"
Rules to add products into a quote:
When the account manager clicks on the button 'Add Products', the system filters the list of the products eligible to be selected for that quote based on the following criteria:
Rules to add final consignee into the OLIs:
Diagram Flow:
A final consignee is an SAP customer account or distributor that could be assigned to a quote line item, by clicking on the pencil next to the field, as you can see in the screenshot below:
In the final consignee screen, the account manager can search by the name or the PRS Code.
The final consignee could be a non-SAP customer, the account manager can chosse an account without SAP/PRS Code as the final consignee.
However, the CSR will not be able to automatically send the prices to SAP (the "Send to SAP" button will be disabled because the PRS Code is missing).
The final consignee can be assigned in the quote or in the quote line items.
Final Consignee is assigned in the quote:
- when the final consignee is selected during the quote creation => for the products added after the quote creation, the system will automatically populate them with the same final consignee in the quote
- when the final consignee is selected without having products in the quote => same behavior as above
- when the final consignee is selected after adding products into the quote => the system will not update the final consignee on the products, the final consignee remains the same
- when the quote has a final consignee and the products are added after that => all the products added into the quote will be pre-populated with the same final consignee that is in the quote
Final Consignee assigned in the quote line item:
- the quote has no final consignee assigned (the field is blank), so the account manager is allowed to select any final consignee on the quote line item
- the quote has the final consignee A, when account manager assigns the final consignee A in the quote line item, the system allows him to do that
- when the account manager assigns the final consignee B into one quote line item, the system is checking the final consignee in the quote
- if the final consignee is empty or B in the quote => the account manager is allowed to assign any final consignee and no error message is displayed
- if the final consignee is populated in the quote and is not empty and is not B => the account manager will see an error message asking him to remove the final consignee in the quote because the rule is:
- when there are multiple final consignees in the line items, the final consignee in the quote must be blank
- when the final consignee is the same for all the quote line items and in the quote, no message is displayed and the records are saved
- if the account manager adds the same product in the same quote twice:
- if the final consignee in both quote line items is empty => the system will display an error message and the account manager is not allowed to proceed before fix the error
- if the final consignee in both quote line items is the same => the system will display an error message and the account manager is not allowed to proceed before fix the error
- if the final consignee in both quote line items is diffetent (different final consignees or one quote line item without final consignee and the other one with final consignee populated) => the system allows the account manager to proceed
In order to fix the errors above, the account manager should follow the rule:
- in the quote, the system only allows one quote line item with the following combination: account + product + region + currency + final consignee
Rules to hide Send for Approval button:
Every time there is an error message displayed in red in any OLI or the system displays a warning icon next to the product name, the button Send for Approval is disabled.
Rules to determine the quote line item approver:
Rules to deactivate quote line item:
- when there is an existing quote line item active with the same combinations: account + product + region + currency + final consignee
- when the quote valid until internal date is less than today
Rules to turn the quote into Closed - Expired:
- when all the quote line items are inactive
- when the quote valid until internal date is less than today
- when there is another quote or quotes including the quote line items active for the same combination account + product + region + currency + final consignee