1/ Fields to create on SLV44_ONE_Sales_Quote_Line_Item__c :
| Field Label | Field type | Values if picklist | Mandatory (Layout level) | Comment (Automations will be done in IPP-345) | Help text |
|---|
| One Sales Quote | Lookup (One Sales Quote) |
| Yes |
|
|
| Product Level 4 | Product lookup or Formula |
| No | - Read only
- Will be populated automatically thanks to parent of level 5
|
|
| Product Level 5 | Product lookup |
| Yes | - Read only
- Will be added on the add product feature
|
|
| Ship-To | Lookup (Account) |
| No Yes | - Lookup prepopulated thanks to the One Quote "Ship to" field.
- Editable by user
- Lookup filter : (Record type = “SAP Customer”) or VR to block if different
|
|
| Incoterms | Picklist | EXW FCA CPT CIP DAP DPU DDP FAS FOB CFR CIF
| Yes | - Prepopulated with quote incoterms value and
- Editable by users.
|
|
| Estimated Annual Volume | Numeric |
| No |
|
|
| Bracket (From-To) | Free text |
| No | |
|
| Last Quoted Price | Currency field |
| No | - Batch and automation to retrieve most recent price for the same combination of account sold to, account ship to, pricing region, currency, Incoterms.
|
|
Last Quoted Price UOM | TBD by tech team |
|
| UOM of Last quoted price above
|
|
| Quoted Price | Currency field |
| No | - Prepoluate MAX pricing policy vs Price floor
|
|
| Rationale | Picklist | - Growth customer
- New customer
- Large customer
- Competitive threat
- Product inventory push
- Other (please describe)
| No | - VR to add if Quote price < than Price Policy
Depending on MAX pricing policy vs Price floor |
|
| Description | Free text |
| No |
|
|
| Approver | Lookup (User) |
| No | - Read only for everyone.
- Will be automatically calculated.
|
|
| Status | Picklist | - No Approval Needed
- Approval Needed
- Approval Pending
- Approved
- Rejected
| No | - Read only for everyone.
- Will be automatically calculated.
|
|
| Comment | Free text |
| No |
|
|
| Legal entity | lookup |
| Yes | - Prepopulated with quote Legal entity
- Editable
|
|
| Contractual commitment | Picklist | - Contract (separate, written, legally binding document)
- Hard quote (preventing price renegotiation before end date)
- Soft quote (allowing price renegotiation before end date)
| Yes | - Prepopulated with quote Contractual commitment
- Editable by users
|
|
| Unit of measurement | Picklist | | Yes | - Retrieve Unit of measurement value at quote level
- Will be use to convert UOM of the pricing setting
- Read only
|
|
Scatter Plot
| Formula
|
| No | Filtered link redirecting to Qlik SenseCheck link and filters with FrankRead Only for everyone
|
|
2/ Fields to add on Layout
Fields highlited in Orange will be created in the frame of 
1/ "Product" Section
- One Sales Quote
- Product level 4
- Product level 5
- Unit of Measurment
- Manufacturing plant
- Shipping plant
2/ "Customer" Section
3/ "Yearly Volume" Section
- Estimated Annual Volume
- Bracket (From-To)
- Region and Market Pricing
- Volume Bracket
4/"Price & Discount" Section
- Margin Policy
- Variable Manufacturing Cost
- Logistics & Duties
- Price Policy
- Price Floor
- Last Quoted Price
Last Quoted Price UOM- Scatter Plot Link
- Cost Evolution Link
- Discount
- Quoted Price
- Financial impact
5/"Price Deviation" Section
- Rationale
- Description
- Approver
- Status
- Comment
6/ Supply and Legal Info
- Legal entity
- Contractual commitment
- Lead Time
- Availability
7/ System Info
- Created date
- Created by
- Last modified date
- Last modified by