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An Account Manager will start the process of creatin a quote from mutlipe ways : 


The Account Manager must have the "One Sales Quote" Permission in order to create the quote

1/ Create Quote From the Account Page


On the Account page a click on "New One Quote" (1) and fill all data (2)

(1) "New One Quote" button is alawys displayed

(2) Fill Data, some field will be automatically prepopulated or have specific features


 On the One Quote List view  click on "New" (3)


The same creation page is used with the following criterion

  • Quote Title: 
    • Can be set by user,
    • If left blank will be automatically populated with:  'SQ_' & SLV44_Account_Sold_To__r.Name & '/' & TEXT(DATEVALUE( CreatedDate )) & '/' & Name 
    • Unable to locate Jira server for this macro. It may be due to Application Link configuration.
  • GBU : 
    • PreFilled with the current user.GBU
  • BU
    • PreFilled with the current user.BU
  • Account (Sold To)
    • PreFilled with the Account the user were in. (if from Account)
    • Validation Rule :  You can't create a quote for a Corporate Group.
    • Validation Rule: You cannot create a quote from an account that is marked for deletion in SAP
  • Contact Name
    • The user can select only contact from the Account Sold To or its Parent.
      • If Account Sold To Parent. Name = Decision Various then Only Contact from the Account Sold To are displayed
    • Validation Rule : Please select a contact related to the account or linked to the account through the Corporate Group. 
  • Region
    • PreFilled with the current user.Region
  • Currency
    • PreFilled with the current user.Currency
  • Incoterms
    • Default Value is CIP
  • Unit of Measurement : 
    • set by default to Account.Unit of measurement if the quote is created from an account
      •     Quote Unit of Measurement
        • IF(NOT(ISPICKVAL(SLV_Region__c, 'NAM')), 'Kg', 'Lb')
  • Price Valid From
    • preflled with : Today +7 days
  • Price Valid To
    • preflled with : Grace period Default Value
    • Validation Rule : Price Validity must not exceed
    • It also applies for Renew & Cloning quote
    • Grace period settings FD - [CORE] Grace Period
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  • Offer Expiring By
  • Legal Entity : 
    • Legal entity is mandatory if GBU of the One Quote is different than Novecare
    • If GBU Novecare & not filled by the user it is autopulutated at insert with the follwing rule  Unable to locate Jira server for this macro. It may be due to Application Link configuration.

      • IF the Legal Entity field is BLANK, prepopulate the field following these conditions:

        • If ONE Quote → Account Sold To → Region = NAM & GBU = Novecare : Solvay USA INC

        • If ONE Quote → Account Sold To → Region = LAM & GBU = Novecare : RHODIA BRASIL S.A.

        • If ONE Quote → Account Sold To → Region = EMEA & GBU = Novecare : Rhodia Opérations

        • If ONE Quote → Account Sold To → Region = APAC & GBU = Novecare : Solvay (Zhangjiagang) Specialty Chemicals Co Ltd

    • If GBU is TS the field must be filled at Quote Creation

Rebates 

On the quote, an account manager can set Payment terms in a dedicated tab.

Unable to locate Jira server for this macro. It may be due to Application Link configuration. Unable to locate Jira server for this macro. It may be due to Application Link configuration.


Rebates will be user in data loaded to SAP

SF - Novecare - Data push to SAP


Multiple Sold To

Unable to locate Jira server for this macro. It may be due to Application Link configuration.

For Account Manager that manage same price for multiple Sold to  they can manage it through the "Grouped Quote" tab (1) that is available at Draft Status.


The account manager can tick the box : "Multiple Sold-tos Quote?"  (2).

Once it is checked the account manager : 

  • Can not anymore Mass Edit the quote
  • Can not update OQLI Ship to
  • Can not clone quote line
  • Can link a new sold to (3) & (5) with the following criterions

    • all Account with the same “Quote.Account.Corporate group” + Partner type = “Ship To” or” Sold-to & Ship-to” + Do no show the Quote Account

    • and not already in the linked to the quote

    • Account Sub partner type = “Sold to & Ship to”


The list of quote sold to is display at the bottom of the page.  (4)



Once que quote is not at DRAFT Status, the Account Manager can not EDIT / DELETE Quote Sold to list. The "Add a sold to" button is hidden





When the user access the Configuration & Product an additinal note identify that it is a grouped quote  (1)

Unable to locate Jira server for this macro. It may be due to Application Link configuration.



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