Process & interface specification are all related to :
Load Price to SAP
As an Price Admin, I have a Task (Record type "SAP Quote Upload") list which I can check the “Load Price to SAP” tasks that have been assigned to the Queue of my region (1).
From there I can select a pending Task and assign it to myself. The task moves automatically to "In Progress" and I am able to click on the button "Send to SAP" or "Manually uploaded in SAP"
Note : Only Price Admin with the “Allow SAP Upload Task” can update these specific tasks
Then as a in order to perform the following tasks:
- Assigne the task to you (or any other Price admin) (2)
- Automatically the status is moved to In Progress
- Review the Quote pricing Data by checking the Quote linked to the Task (3) or quote quoted Details directly displayed on the task (4)
- Open the report with the pricing information of the Quote (5)
- Check the Sales Org, Distribution Channel and adjust if needed
- Price Admin can also mass edit OQLI (6) to set Sales Org & Distribution Channel
- It list all material accepted by customer and let him to update values
- This feature is only available when the quote is at "SAP Upload Preparation"
- Price Admin can use the "Copy Material" tab to copy all material in one go. (7)
- It list all material accepted by customer
- Review the rebate if there is any and aknowledge the input in SAP
- For TS if Account Manager requested the Dysnasis Update in the One Quote I will see in the task if there is a need for a Dynasis upload and I will need to aknowledge it before closing the task
Task available buttons
In case of Manual Upload
- you can use the Report Export feature in CSV
- Once it is loded to SAP go back to the task as click on "Manually loaded to SAP"
- If not all reaquirement are set you will get an error message
- requirement =
PP_SAP_Sales_Org__c is not empty
PP_SAP_Distrubution channel is not empty
- Dyanasus upload Acknowledgment need to be set if Quote.Update Price inDynasis for 18 months = true
- Test on SAP Customer WP1
Add a test to make sure that all OQLI.SLV44_SAP_Customer__c is not null.
If one of them is null we should display the following error message when the user clicks on “Send to SAP”
One or more Ship to is not in SAP WP1. You can not use the Send to SAP interface. Please set the price manually in SAP.
Test on Condition Type
Add a test to make sure that all OQLI.SLV44_SAP_Condition_Type__c is not null
If one of them is null we should display the following error message when the user clicks on “Send to SAP”
You have selected a Sales org not linked to any Condition Type. Either change the sales org or ask your Price admin to set the Condition type.*
- Test on SAP Customer WP1
- requirement =
- A popup is disaplayed and you can add the name of the CSR you want to receive the task to update sales order in SAP
- Click on Next
- The task
- Status = Completed
- SAP Integration status = empty
- All OQLI, accepted by the customer, have the SAP Integration Status = Manually Integrated
- A table on the task display all lines updated
Here is the detail of the report and the data sent to SAP manually through the report :
https://wiki.solvay.com/display/PFE/SF+-+Novecare+-+Data+push+to+SAP
In case of Automatic Upload :
- Click on the button Send to SAP (6)
- If not all reaquirement are set you will get an error message
- requirement =
PP_SAP_Sales_Org__c is not empty
PP_SAP_Distrubution channel is not empty
- Dyanasus upload Acknowledgment need to be set if Quote.Update Price inDynasis for 18 months = true
Test on SAP Customer WP1
Add a test to make sure that all OQLI.SLV44_SAP_Customer__c is not null.
If one of them is null we should display the following error message when the user clicks on “Send to SAP”
One or more Ship to is not in SAP WP1. You can not use the Send to SAP interface. Please set the price manually in SAP.
Test on Condition Type
Add a test to make sure that all OQLI.SLV44_SAP_Condition_Type__c is not null
If one of them is null we should display the following error message when the user clicks on “Send to SAP”
You have selected a Sales org not linked to any Condition Type. Either change the sales org or ask your Price admin to set the Condition type.*
- requirement =
- A popup is disaplayed and you can add the name of the CSR you want to receive the task to update sales order in SAP
- Technically :
- OQLI where Accepted by Customer = true, with Status = Pending T
- Task GEN_SAP_Integration_Status__c = Pending
- Task Status : Uploading price in SAP
- The task can not be modified by the Price admin at this status
- If there is an error in calling SAP an App Log is created
- These errors are monitored by the maintenance team
- At this stage the user can see on the task what has been sent to SAP and the status of each lines (only OQLI accepted by customer is displayed there) :
- Once SAP Call Back we update the OQLI and related task if needed :
On All accepted by customer OQLI, If ALL OQLI.SAP Integration Status = Integrated
Then
Update Task.SAP Integration Status = Integrated
Update Task.Status = Completed
+ Post on the CHatter of the TASK
@Task OWNER this Quote #QuoteLink has been successfully integrated in SAP.
Else
Task.SAP Integration Status = ERROR
+ Post on the CHatter of the TASK
@Task OWNER this Quote #QuoteLink has not been integrated in SF. Please check.
- If there is an error in the Lines, the user can press again Send to SAP and only not integrated lines will be resend to SAP
Update Sales Order task
1/ Automatic when the use uploaded the price
Once the task "SAP Upload" is completed the Quote is updated to Close Sales Started
If the CSR specified a CSR then an extra task is created
When tasks record type “SAP Quote Upload” are Completed,
Create a new task :
Record Type = Update Sales Order
Assignee = initiated task.CSR Assignee for updating price
Description = initiated task. Comment for CSR when updating price
Subject: “Update Price in Open Sales Orders“ + Quote Name
WhatId : Related Task
+ Fill the field “One Quote Detail
Create a Chatter for the Assignee :
“You need to update open orders with the new prices” @Ro
Price Condition Interface Specification
Price Condition Interface Mapping :
Create Price Condition SF ->SAP - Specification
2/ Manual when the the task is completed
When the task is completed (price loaded) the CSR can go to the SAP Upload tast that is completed.
He can create a task to ask a Price admin to update sales order.
He can create multiple task if he wants.
Every task will have a unique Assigne (Price admin) and a description; The task created will be due to 2 business days after today.
The task will be linked to quote.
Notification on task related to quote
FD - [CORE] Pricing Email Notifications
As a Price Admin/CSR
I get a reminder if my tasks ) and not yet closed in 7 days
so that I take a look at them and close them
For the task type Update Open Orders the
due date is 3 business days
reminder every 2 working days
For the task type Expire Quote, SAP Quote Upload
due date is 2 business days ||
reminder every 2 working days || do not send the reminder if the status is “Waiting for Someone Else”
We are also ok sending the reminder every day.
Subject: Task Overdue Notification
Dear [User's Name],
This is an automated notification to inform you that a task assigned to you is overdue.
Task Details:
Task Name: [Task Name]
Due Date: [Due Date]
Please take the necessary actions to complete the task as soon as possible. If you have already completed the task, please update its status in Salesforce.
Thank you for your prompt attention to this matter.
Best regards,
Pricing team