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 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 sold to, account ship to, pricing region, currency, Incoterms.
Show UOM of original one quote line item |
|
| 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 |
|
| 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 | | Yes | - Retrieve Unit of measurement value at quote level
- Will be use to convert UOM of the pricing setting
- Read only
|
|
Scatter Plot | Formula |
|
| Filtered link redirecting to Qlik Sense
Check link and filters with Frank |
|
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