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

Data Issues:

There are currently 15 554 Novecare Level 5 Active Products in Core Production environment. According to Julien, it should be around 3000 - data cleanup required and confirmation of SAP integration to checky why SF has 5X more Active Products in this GBU than it should.

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