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)

Pricing Front End - 11240 > SPP - IPP-182 SF - Pricing Campaign CPC object and Details > image2021-8-18_19-18-1.png

Data Dictionary - Pricing Campaign CPC

Field Name

API Name

Data Type

Track History

Required

Read Only

Picklist Values or formula

Help Text

Profile access

Comments

Layout Section

Needed for initial Data Load (Kunal files)?

1

Owner

Lookup(User,Group)

Yes

Yes (default)

Pricing Campaign CPC Owner (standard Owner field of the object); See Automation Section

Information

2

Account Manager Review

Account_Manager_Review__c

Picklist

Yes

Not yet Reviewed (default value)
Rejected
Committed

Restrict picklist to the values defined in the value set = TRUE

See Account_Manager_Review_cannot_be_null VR

Account Manager input

3

Annual sales

Annual_sales__c

Number(18, 0)

Yes, on layout

Metrics

4

Annual volume

Annual_volume__c

Number(18, 0)

Yes, on layout

Metrics

5

Capped Reco price - Document Currency

Capped_Reco price_Document_Currency__c

Currency(18, 0)

Not relevant for initial Data load

6

Capped Reco price - Pricing Currency

Capped_Reco price_Pricing_Currency__c

Currency(18, 0)

Not relevant for initial Data load

7

Capped Recommended price (%)

Capped_Recommended_price__c

Percent(18, 0)

Yes, on layout

Overall

Not relevant for initial Data load

8

Committed price

Committed_price__c

Currency(18, 0)

Pre-populate with Capped_Reco price_Pricing_Currency__c on record creation (WFR. trigger, whatever)

Account Manager input

9

Contracting model

Contracting_model__c

Text Area(255)

Dimension

Not relevant for initial Data load

10

Country

Country__c

????

Requires Automation to grab value from Sold_To__c BillingCountry

Note: the value that needs to be exposed in Pricing Campaign CPC is the full name of the Country, and not the ISO Code (ie, United States and not US; Portugal and not PT).

Dimension

Not relevant for initial Data load

11

CPC Status

CPC_Status__c

Formula (Text) This formula references multiple objects

IF( Quote__c != null, TEXT(Quote__r.StageName),TEXT(Account_Manager_Review__c))

Bring Quote (Opp) Stage if there is a Quote in the CPC record; otherwise, bring the Account Manager Review field.

Overall

12

Dataiku ID

Dataiku__ID__c

Text(50) (External ID)

Yes, on layout

Field to be populated by Dataiku with the Pricing campaign ID

Not relevant for initial Data load

13

Decision logic (path to microsegment)

Decision_logic_path_to_microsegment__c

Text Area(255)

Yes, on layout

To be aligned with Cheryl

Model Data

Not relevant for initial Data load

14

Document Currency

Document_Currency__c

Text Area(255)

Yes, on layout

Dimension

Not relevant for initial Data load

15

End Use

End_Use__c

Text Area(255)

~~Use Global Value Set: End Use~~

If Value here is not present in End_Use of OLIs, system should ignore the one at CPC level

Dimension

Not relevant for initial Data load

16

Forecasted annual volume

Forecasted_annual_volume__c

Number(18, 0)

If below MOQ populate first bracket on quote; on the Create Quote button - if this value is lower than the OLIs MOQ, than bring the MOQ field to the OLIs Estimated Annual Volume, otherwise, Estimate Annual Volume = Forecasted Annual Volume.

Metrics

Not relevant for initial Data load

17

FX rate used

FX_rate_used__c

Number(18, 0)

Yes, on layout

Metrics

Not relevant for initial Data load

18

Important features

Important_features__c

Long Text Area(32768)

Model Data

Not relevant for initial Data load

19

Last price

Last_price__c

Number(18, 0)

Yes, on layout

Metrics

Not relevant for initial Data load

20

Local Currency

Local_Currency__c

Text Area(255)

Yes, on layout

Dimension

Not relevant for initial Data load

21

Market Cluster

Market_Cluster__c

Text Area(255)

Yes, on layout

If Value here does not match the one in Market Cluster of OLIs, system should ignore the one at CPC level

Overall

22

Market segment

Market_Segment__c

Text Area(255)

Yes, on layout

Dimension

Not relevant for initial Data load

23

Microsegment (node)

Microsegment_node__c

Number(18, 0)

Yes, on layout

Model Data

Not relevant for initial Data load

24

Modelling approach

Text Area(255)

Yes, on layout

Dimension

Not relevant for initial Data load

25

Modelling level

Text Area(255)

Yes, on layout

Dimension

Not relevant for initial Data load

26

Node price

Number(18, 0)

Yes, on layout

Metrics

Not relevant for initial Data load

27

Price reco rationale

URL(255)

Yes, on layout

Link to Dataiku chart (when available)

Account Manager input

Not relevant for initial Data load

28

Pricing Campaign

Lookup(Pricing Campaign)

Yes, visible only on Compact Layout

See Section Compact Layout below

Dimension

on initial load, 3 campaigns: Long Tail, non-Long Tail and H2

29

Pricing Currency

Picklist

Yes, on creation

Global Value Set: Pricing Currency

EUR - Euro
BGN - Bulgarian Lev
BRL - Brazilian Real
CHF - Swiss Franc
CNY - Chinese Yuan
GBP - British Pound
HKD - Hong Kong Dollar
INR - Indian Rupee
JPY - Japanese Yen
KRW - Korean Won
KZT - Kazakhstan Tenge
RUB - Russian Rouble
SEK - Swedish Krona
SGD - Singapore Dollar
THB - Thai Baht
USD - U.S. Dollar

Overall

Not relevant for initial Data load

30

Pricing Increment - Document Currency

Currency(18, 0)

Not relevant for initial Data load

31

Pricing Increment - EUR

Currency(18, 0)

Not relevant for initial Data load

32

Pricing Increment - Pricing Currency

Currency(18, 0)

Not relevant for initial Data load

33

Pricing region

Picklist

Yes, on creation

Use the newly created Global Value Set Pricing Region

Promote Opportunity.Region__c picklist values to Global Value Set (called Pricing Region)

Overall

Not relevant for initial Data load

34

Product

Lookup(Product)

Yes, on creation

Yes, visible only on Compact Layout

Retrieved from Product_Code__c - see Automations Section below

If failing to match during upload, needs to notify campaign owner

Overall

will come from Product code automation

35

Product Code

Text(20) (External ID)

Yes, on creation

Yes, on layout

Dataiku source: material_group_product_lvl3_code

SF match: Material Group Code field (Material_Group__c) on Product object

Overall

36

Product H4

Picklist

X

Use Global picklist values

Dimension

Formula field to bring the Product H4 Name (ie. Aquivino)

37

Projected sales impact

Number(18, 0)

X

Overall

Formula - will be used for Dataiuk entries only

38

Quantified importance of feature

Number(18, 0)

X

Model Data

Not relevant for initial Data load

39

Quote

Lookup to Opportunity automatically filled if Quote was created via that specific CPC record

X

~~Read only~~

Not relevant for initial Data load

40

Reason for rejection

Picklist

- Competitive threat
- Growth customer or initiative
- Price fixed by contract
- Customer or product discontinued
- Other (Please describe)

Account Manager input

Not relevant for initial Data load

41

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

42

Rejection description

Free text

Account Manager input

Not relevant for initial Data load

43

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

44

Sold-To SAP Name

Free text

X

To store the SAP Name of the Sold-To "Account"

Overall

45

Sold-To Code

Free text

Yes

X

Overall

46

Team Cluster

Picklist

Formula

Formula field to grab value from Account;s Team Cluster

Dimension

Not relevant for initial Data load

47

Uncapped Recommended price - EUR

Number(18, 0)

X

Metrics

Not relevant for initial Data load

48

Uncapped Recommended price (%)

Number(18, 0)

X

Metrics

Not relevant for initial Data load

49

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

50

Weighted average price

Number(18, 0)

X

Metrics

Not relevant for initial Data load

Compact Layout

New Compact Layout

Pricing Front End - 11240 > SPP - IPP-182 SF - Pricing Campaign CPC object and Details > image2021-8-19_14-53-47.png

Compact Layout Assignment

Pricing Front End - 11240 > SPP - IPP-182 SF - Pricing Campaign CPC object and Details > image2021-8-19_14-54-31.png

Validation Rule(s)

Validation Rule Name

Formula

Error Message

Error Location

Account_Manager_Rejected

AND(ISPICKVAL(Account_Manager_Review__c,'Rejected'),ISBLANK(TEXT(Reason_for_rejection__c)))

Please provide a Reason for Rejection.

Field: Reason for Rejection

Account_Manager_Review_cannot_be_null

TEXT(Account_Manager_Review__c) = null

Account Manager Review cannot be null.

Field: Account Manager Review

Automations Required

1. Account lookup retrieval

On record creation - 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. CPC Owner retrieval

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 (Sold-To) retrieved from the automation Account lookup retrieval

3. Product retrieval

On insertion of Pricing Campaign CPC record - the Product_Code__c value should be used to do a lookup on all the Product records (specifically on its field Product___r.Material_Group__c);

If a match is found between Pricing_Campaign_CPC__r.Product_Code__c AND Product__r.Material_Group__c is found - populate Pricing_Campaign_CPC__r.Product__c with the same ID as the one retrieved in Product__r.Material_Group__c
If no matching Product__r.Material_Group__c is found...??? Ask Julien what to do....

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