Stories already created:

Pending Questions:

• Are Products in Core always exclusively GBU specific? ie, the quoting tool being developed will only use Products where GBU = Novecare? Yes
  • Are the Novecare GBU products used by any other GBU? No
• Is the Active/Inactive value of Products currently being used? Yes
• What is the "Generic Product" checkbox supposed to represent?
  • Used to allow linking Opps to Products that do not really represent a "sellable" product - for interim stages of the Quoting/Selling process
  • Exclude these Generic Products from the Quoting Process...
• Are Level lookups filtered by Level? No
• Are Level lookups filtered by GBU (only a GBU level 4 can be parent of a GBU level 5) No

Product

What Products need to be "quotable" - Level 5 only

Product Owner

Product object is currently Public Read/Write - given that there is a reference to Product Owner and Ownership concept does not exist in the standard Product object - this means that:

• there is no way to define a “Product Owner” or “Product Manager” - new lookup to User object required;

• is Product Owner/Manager supposed to be the only one able to edit the fields in the Product?

  • If so, the Product object needs to be changed from Public Read/Write to Public Read-only (this may bring consequences at SAP integration level that need to be analysed).

Manufacturing Plant - confirm that Utilities records in Core where Type = Plant and Involved GBU includes Novecare - correspond to the needed Solvay Manufacturing Plants for Novecare

Report - https://solvay-crm.lightning.force.com/lightning/r/Report/00O0800000526yvEAA/view?queryScope=userFolders

• what specific data from the Manufacturing Plant is required for the purposes of calculating Quote prices?#
  • Country / Region

Shipping Plant -ie, Warehouses - this is only relevant to calculate the Logistics and Duties variable Costs

what are these? does this mean that the Manufacturing Plant can be different than the Shipping Plant for a specific customer Order, and as such affecting the prices (which would in turn need to be reflected in the Quote sent to the Customer via SF?)

• what specific data from the Shipping Plant is required for the purposes of calculating Quote prices?

Price floor

• Defined on a per Product/Plant basis (same product coming from 2 different plants can have 2 different values on Price Floor)
• What format? Currency? Currency per UOM (EUR/KG)
• Price Floor is a fixed value that is calculated based on:
  • Product Level 5 + Manufacturing Plant
  • only depends on Product - no relation to Market or Region nor Logistics and Duties

• Price Floor will be inputted in SF directly per Product Level 5 combination with Manufacturing Plant

Variable Manufacturing Costs

• Will be captured in Manufacturing Plant custom junction object
• Format  = Value + Currency + Product UOM
  • One number field to capture Value
  • Currency will be standard field
  • Product UOM will be a formula field retrieving UOM from Product in Manufacturing Plant object

Order Fulfillment (MTO/MTS)

What is this? a Lookup? a text field?

Product Levels 1/2/3

Already existent in the Product object

Product Status

Defined by Active TRUE/FALSE checkbox on Product object?

Product Code (PRS)

What is this? a Lookup? a text field?Product Code (RCS)

Product Code (RCS)

What is this? a Lookup? a text field?Product Code (RCS)

Customer

Ship To - how will this affect pricing in Quotes?

Incoterms - how will this affect pricing in Quotes?

Region

As a Global picklist value set

Price Policy Versus Price Floor

Pricing Policy - computation that starts from Margin Policy (captured at Product Level 4 - varies according to Region, Market and Product); Marketing Directors will be maintaining the Margin Policy

• plus Variable Manufacturing Costs (depends only on Product)
• plus Duties and Logistics Costs (depends on Customer location and Incoterms)

Price Floor 

• it is a fixed value that is calculated based on:
  • Product Level 5 + Manufacturing Plant
• only depends on Product - no relation to Market or Region nor Logistics and Duties

Price Floor will be inputted in SF directly per Product Level 5