1/ Fields to create on SLV44_ONE_Sales_Quote_Line_Item__c :
| 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 |
| Yes | - Read only
- Will be added on the add product feature
|
|
| Ship-To | Lookup (Account) |
| No | - Lookup prepopulated thanks to the One Quote "Ship to" field.
- Editable by user
- Lookup filter : (Record type = “SAP Customer”) OR (“Record type”=Non SAP Customer AND “SLV_SAP_Status__c” = "Prospect" OR "Rejected" OR "Draft") + Corporate group or VR to block if different
|
|
| Incoterms | Picklist | Waiting for Julien feedback | 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, region, currency, UOM, Incoterm.
|
|
| 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
|
|
| Description | Free text |
| No | - VR to add if Quote price < than Price Policy
|
|
| Approver | Lookup (User) |
| No |
|
|
| 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 and editable
|
|
| Contractual commitment | Picklist |
| Yes | - Prepopulated with quote Contractual commitment and editable
|
|
| Unit of measurement | Picklist | *check if global picklist | No | - Retrieve Unit of measurement value at quote level
- Will be use to convert UOM of the pricing setting
- Read only
|
|
2/ Fields to add on Layout
Fields highlited in Orange will be created on the frame of 
1/ "Product" Section
- One Sales Quote
- Product level 4
- Product level 5
- Manufacturing plant
- Shipping plant
2/ "Customer" Section
3/ "Yearly Volume" Section
- Estimated Annual Volume
- Bracket (From-To)
- Pricing Setting
- Product Bracket
4/"Price & Discount" Section
- Margin Policy
- Manufacturing Cost
- Logistics & Duties
- Price Policy
- Price Floor
- Last Quoted Price
- 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
- Order Fulfillment
7/ System Info
- Created date
- Created by
- Last modified date
- Last modified by