| Field Label | Field type | Values if picklist | Mandatory (Configuration level) | Comment | Help text |
|---|---|---|---|---|---|
| One Sales Quote | Lookup (One Sales Quote) | Yes | |||
| Product Level 4 | Product lookup | No | Read only Will be populated automatically thanks to parent of level 5 | ||
| Product Level 5 | Product lookup | Read only Will be added on the add product feature | |||
| Ship-To | Lookup (Account) | No | Lookup prepopulated thanks to the quote ship to field. Give possibility to edit. Filters : SAP accounts (Record type = xx) OR NON SAP (Record type=xx) where status = xx, xx, xx | ||
| Incoterm | Picklist | Waiting for Julien feedback | Add Incoterm field at quote level (New Jira) Prepopulated with quote value and editable. | ||
| Estimated Annual Volume | Numeric | ||||
| Bracket (From-To) | Free text | Read only | |||
| Margin Policy | Formula | P lvl4 >Product bracket field to be retrieved | |||
| Manufacturing Cost | Formula | Product level 5 > plant | |||
| Logistics & duties | Formula | TBD | |||
| Price Policy | Formula | Sum of 3 fields above | |||
| Price Floor (based on ICM/hr) | Formula | Product level 5 > plant | |||
| Last Quoted Price | Currency field | ||||
| Scatter Plot | Formula | ||||
| Cost evolution | Formula | ||||
| Discount | Formula | ||||
| Quote price (after discount) | Currency field | Prepoluate MAX pricing policy vs Price floor | |||
| Financial impact | Numeric field | Read only (Quote price - price policy) * estomated annual volume | |||
| Rationale | Picklist | Sames values as iCare | |||
| Description | Free text | ||||
| Approver | Lookup (User) | ||||
| Status | Picklist | Sames values as iCare | |||
| Comment | Free text | ||||
| Legal entity | lookup | Prepopulated with quote Legal entity and editable | |||
| Contractual commitment | Picklist | Prepopulated with quote Contractual commitment and editable | |||
| Lead time | TBD | With rule to block if < at pricing setting | |||
| Availability | Formula | TBD | |||
| Order Fulfillment | Formula | TBD | |||
| Pricing Setting | Lookup | To be splitted in another Jira ? | |||
| Product Bracket | Lookup | ||||
| Unit of measurement | Picklist | G KG LB T *check if global picklist | Retrieve Unit of measurement value at quote level (create new Jira) Will be use to convert UOM of the pricing setting Read only |
To be reviewed with Julien
Same sections as columns
Merge price deviation + deviation feedback