Resolved Points

• 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 - room for improvement
• 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 -room for improvement
• Are Level lookups filtered by GBU (only a GBU level 4 can be parent of a GBU level 5) No - room for improvement

Open Points

Logistics & Duties

TBD

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?

Customer

Ship To - how will this affect pricing in Quotes?

Incoterms - how will this affect pricing in Quotes?

Minimum Order Value

currency field (same as the Currency standard field) - pending further details from Julien - depends on Customer segment - does not need to be captured on RMP for now

Order Fulfillment (MTO/MTS)

Manufacturing Plant - picklist field with values

• Pending NOE, Julien input 18 Nov 2021 on values

Draft Data Model

Product

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

Product is meant to be Public Read Only - sharing rules TBD later

Data Issues:

There are currently 15 554 Novecare Level 5 Active Products in Core Production environment. According to Julien, it should be around 3500 Products- data cleanup required and confirmation of SAP integration to check why SF has almost 5X more Active Products in this GBU than it should.

Product Name

No changes required

Product Owner

“Product Manager” - new lookup to User object required

Product Levels 1/2/3

No changes required (Lookups already existent)

Product Status

Defined by Active TRUE/FALSE checkbox on Product object

Potential to implement later something similar to the Product Availability of iCare.

Product Code

No changes required

MDG Code

No changes required

Manufacturing Plant - MFP-{00000000}

Business Users need to be able to capture certain pricing details on a per Product Level 5 basis - namely the Price Floor and the Variable Manufacturing Costs of each Product. Those values vary per Plant where they are produced.

Solvay Plants are captured in CORE in the object Utilities, specifically those where Type = Plant.

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

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

Price floor

• Defined on a per Manufacturing Plant basis (same product coming from 2 different Utility (Plants) can have 2 different values on Price Floor)

• 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

• Format  = Currency (16,2)

• Required

Variable Manufacturing Costs

• Format  = Currency (16,2)
• Required

Product UOM

Formula field retrieving UOM from Product in Manufacturing Plant object

Track History Changes on all MFP fields

Still required and not built in POC sandbox: a trigger will be required to prevent same Level 5 Product of being linked twice to the same Utility (Plant) - aka, we need to prevent two MFP records from being linked to the same Product.ID and same Utility.ID (both on creation and edit)

Possible:

MFP1 linked to ProductA+UtilityX and MFP2 linked to ProductA+UtilityY

MFP1 linked to ProductB+UtilityY and MFP2 linked to ProductA+UtilityY

Needs to be prevented by Trigger

MFP1 linked to ProductA+UtilityX and MFP3 linked to ProductA+UtilityX

Order Fulfillment (MTO/MTS)

Picklist field with values:

• Pending NOE, Julien input 18 Nov 2021 on values

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 

Region and Market Pricing - RMP-{00000000}

Questions:

Minimum Data requirements:

Will all Products always have Pricing for all 4 Regions (APAC/EMEA/NAM/LAM)? No

Will all Products always have the 6 Markets (Agro/Coatings/HPC/IPS/Amines/Not Assigned)? No

• Product Level 4 - Lookup to Product (Filter: Level 4)
• Market/BU - Picklist field with the following values:
  • Non Allocated (default)
  • Agro
  • Amines
  • Coatings
  • HPC
  • IPS
• Currency - standard field
• Lead Time (days) - Number field (4,0)
• Valid From (Date)
• Valid To (Date)
• Is Active? Formula field (Checkbox) - IF Valid From >= TODAY() && Valid To <= TODAY()
• Region (Picklist)- Use this existing Global picklist value set GlobalRegion

Track History:

Validation Rules Required

1. Valid To Date cannot be < Valid From - Valid_To_Cannot_be_Before_Valid_From
2. Valid From cannot be in the past on Creation only - Valid_From_cannot_be_in_past_Create
3. Valid To cannot be more than 5 years from Today - both on creation and Edit - Valid_To_Cannot_be_Greater_5Y_from_Today

Still required and not built in POC sandbox - APEX Trigger Required to prevent Duplicate records:

A Level 4 Product cannot have 2 RMPs for same combination of Region and Market:

Example: we cannot allow the creation (or edition to generate) 2 RMPs under the same Product Level 4 (ID) with the same Region (picklist) and the same Market (picklist).

Volume Brackets - VBR-{00000000}

• Region and Market Pricing (Master-Detail)
• From (Volume) - number (16,2)
• To (Volume) - number (16,2)
• Margin Policy value - number (16,2)
  • formula field to show as Margin Policy (RMP.Currency + Margin Policy Value + RMP.Product.Unit of Measure)
• RMD Approval % - Percent number
• Marketing Director Approval %  - Percent number

Validations / Triggers to:

• Never allow any VBR From (Volume) to be smaller than 0,01
• Never allow any VBR From (Volume) to be > or = To (Volume)
• APEX - Prevent overlaps on From/To VBRs under the same RMP (similarly to what was done on Product Bracket in iCare)