1/ Table Features
- All One Quote line items are displayed on line that can be expanded
- Main information are displayed on every lines
- At Draft Status, user can update the following fields: (1)
- Ship To
- Incoterms
- Estimated annual volume
- Quoted Price
At All One Quote stage :
- The Account manager can Sort all columns expect "Action" (2)
- The Account manager can use a Quick find search (3)
Product Level 5
Ship To
- Ship To Code (PRS/RCS)
The Account manager can use a filter panel to filter : (4)
Product Level 4
Incoterm
Ship-to
Approval Status
Accepted by the customer?
- Can be yes, no or none
- Approver
- The Accont manager can see the additional filters or remove filters if needed one by one (5) of all of them (6).
Unit of Measure (UOM) (7)
The field is a select list that is used to specify the unit of measure used for a particular product.
- Field is pre-populated using UOM value selected on ONE Quote record
- End user can change this selection when adding products on "Add products" screen
- By default, user can select any standard UOM for each line item added to ONE quote
- (Standard UOM's: G, KG, LB T)
- Additionally, if selected product supports alternative UOM's, they will be available for selection
- (Currently supported alternative UOM's: L, GAL)
Full epic for alternative UOM's and it's features
1/ Set OQLI data
The Account manager need to fill some data at OQLI level.
1.1/ Manufacturing plant
User can select From the object "Material plant SKU" and the record that match the following :
- OQLI. Product = MPSKU.Product
- MPSKU.Record type = Manufacturing plant
- MPSKU is Active
If there are only one option available then the system autofill the Manufacturing plant field
If there are more than one option the system display a dropdown list where the user need to select the appropriate Manufacturing plant
Additional Rule
To avoid any confusion on dummy plants by region and avoid issues on price guidance calculation, The Manufacturing plant is set as read only on the OQLI LWC if One Quote BU = “AT - Polymer Additives”
1.2/ Shipping plant
User can select From the object "Material plant SKU" and the record that match the following :
- OQLI. Product = MPSKU.Product
- MPSKU.Record type = Shipping plant
- MPSKU is Active
If there are only one option available then the system autofill the Manufacturing plant field
If there are more than one option the system display a dropdown list where the user need to select the appropriate Manufacturing plant
1.3/ Ship To
The Ship to is automatically set to the Quote.Ship To.
However the user can decide to remove it and change it to a new one.
The user can select ANY ship to. (no restrictions are applied)
The Ship To Country / City is also displayed below ship to. It is related to the field :
OQLI.Ship To.SLV7_ACC_Country__c
1.4/ Incoterms
Incoterms are set automatically base on the Quote.Incoterms
However the user can decide to change it to any values
Inctoterms details (13) can be added here. They will be added to the Email PDF of the quote
1.5/ Estimated Annual Volume
This field is a manual entry from the user in order to specify the Estimated Annual Volum of that product for the Sold to.
Based on the value set, the system will automatically try to identify the appropriate volume bracket based on the following :
- Product Level 4 + Region +Is Active ==> RMP
- Estimated Annual Volume ==> Volume bracket
- For all volume bracket of the RMP select the max "From Volume" where From Volume >= Estimated Annual volume
Based on that selection the following fields are calculated :
- Margin Guidance
- Price Guidance
1.6/ Quoted Price
The quoted price need to be set by the user.
At OQLI creation the quoted price is prefilled to the Price Guidance.
If the quoted price is below the "Price Guidance" it is requested to set a "Rationale". A validation rule will test this rule
==> Describe calculations of all prices : See 2 / Price Settings Calculation
==> Described calculation of VAT : see 4/ VAT
Yearly Financial Impact has been removed
1.7/ Description & Special Customer information
The user can add any comment in the description. It is used by the Account manager to share information with the line approver.
The Special Customer information set by the Account Manager will be set in the Quote PDF
1.8/ Legal Entity
Prefilled with the quote Legal Entity
Can be modified by the account manager
1.9/ Contractual Commitment
By default it is set to Soft.
User can change it to the following :
- Contract (separate, written, legally binding document)
- Hard quote (preventing price renegotiation before end date)
- Soft quote (allowing price renegotiation before end date)
1.10 / Minimum Order Quantity & Lead Time Days
When the Shipping plant is specified or updated we retreive the following information and set it to the One Quote Line Item :
- Can not be modified :
- Stock Holding Strategy
- Can be modified :
- Quote Line . Minimum Order Quantity = Shipping Plant . Minimum Order Quantity
- Quote Line . Lead Time Days = Shipping Plant . Lead Time Days
Disabled :
The Account manager can change theses values following some validation rules :
The “Lead time” must be greater than the established catalogue lead timeYou can't define a minimum order quantity below the catalog one.: [SLV49_Minimum_order_quantity__c]
1.11/ Scale Pricing
The Accout Manager can specify 3 Scale pricing if needed.
By clicking on "Enable Scale Pricing" we have the following behaviour
- New small table that display the following :
- Bracket 1 :
- From
- Price : Is driven by the quoted price. The account manager can not use it here
- Bracket 2 :
- From
- Must be above from the Bracket 1.From
- Price
- From
- Bracket 3 :
- From
- Must be above from the Bracket 2.From
- Price
- From
- Bracket 1 :
- Validaton rule based on the Price are set :
Only at OQLI UPDATE
&
One Quote = Draft
&
Enable Scale Pricing = True
&
(SLV44_SAP_Amount2__c >= SLV44_Quoted_Price__c ) OR (SLV44_SAP_Amount3__c >= SLV44_SAP_Amount2__c )
Error Message
Scaling Price does not fit this rule : Quoted Price >= Price (Bracket 2) >= Price (Bracket 3). Please update prices.
- The Minimum price set here will be used in the Approval Process : FD - [CORE] 5 - Approval
If the user unset the "Enable Scale Pricing" all the bracket and price are set to null.
1.12 / specific shipping plant
Let the Account manager the possibility to decide if my price applies to a specific shipping plant or to all.
This field is used in both field : SLV44_SAP_Plant & SLV44_SAP_Table from OQLI.
See the detail here : SF - Novecare - Data push to SAP
1.13 / Created from CPC
If the Display the field “Created by CPC” in the OQLI - SLV48_Created_by_CPC__c in the OQLI LWC as a blue label below Scatter Plot
Only display it if the value is TRUE
1.14 / Status
At every OQLI we calculate a Status on the fly.
1/ The line has all valid settings and it has a Scale Pricing
2/ There is a warning on the line such as missing information, it blocks the status to be moved to Send for Approval
3/The line has all valid settings
The Account manager is able to filter it if needed in order to eas the process to update lines.
1.15 / Last Quoted price
We calculate Last Quoted Price & Last Quoted Quote Line when we insert a line to a quote (add product or renew) :
- Status = Draft
Every modification of “Account OR Region OR BU OR Product Level 5 OR Manufacturing Plant OR Shipping Plant OR Incoterm OR Ship-to”
“We need to find the last quoted price send to SAP”
The last quoted price logic is as the following
We try to find first an Active QLI with the key : Account + Region + BU + Product Level 5 + Manufacturing Plant + Shipping Plant + Incoterm + Ship-to + Status = Closed Sales Started + SLV44_Is_Active__c = True + Accepted by Customer = True
If not, we look up the most recent- QLI (quote.SLV44_Quote_valid_to_External__c most recent) in Closed Sales Started & Accepted by Customer = true
Account + Region + BU + Product Level 5 + Manufacturing Plant + Shipping Plant + Incoterm + Ship-to + Status = Closed Sales Started + Accepted by Customer = True
If not, we look up the most recent - QLIs (quote.SLV44_Quote_valid_to_External__c most recent) in Expired & Accepted by Customer = true
Account + Region + BU + Product Level 5 + Manufacturing Plant + Shipping Plant + Incoterm + Ship-to + Status = Expired + Accepted by Customer = True
If nothing is found, then it displays empty.
Last Quoted price is displayed on the table view of the OQLI
3/ Price Settings inactivation
If an OQLI has price settings inactive and the status of the quote is Draft then
IF OQLI.Price Setting Active = FALSE && Quote.Status = DRAFT THEN:
Disable all fields (except Delete button) of the Line Item and set a banner message on top of the Line Item with the following message:
“This Line does not have an active price setting : ” + OQLI.Price Setting inactive Reason
4/ VAT
We allow the Account manager to select the "Display VAT" Option.
If the box is ticked then the quoted price including VAT is added in bracket close the quoted price.
Here is how VAT is Calculated : FD - [CORE] - Quote PDF Details
