1/ Request creation of a quote regarding from a Pricing Campaign

In the Pricing campaign a user can click on the button "Create Quote" in order to start the process.

2/ Select Sold to of the Quote

The Key Account Manager have a first screen in order to specify which sold to he want to create a quote one.

Once selected he can click on Next

Rule : 

Only Sold To from the pricing campaign can be selectable.

3/ Fill Additional data needed for the quote.

A form is displayed in order for the Key Account Manager to specify all information related to its quote.

Most of the field will be prepulated in order to help him on the quote creation.

Few empty fields are Mandatory and need to be manually added by the Key Account Manager : 

1. Ship To : Only Ship to from the Sold to can be selected here. 
   1. All Account that have the Sold To account as Parent Account
2. Currency : This will be the currency of the quote to be created. All EUR/USD commited price will be converted into that specific currency base on the Salesforce Active exchange rate.
3. Unit of Measure : This will be the Unit of measure of the Quote. All KG / LB quantity will be converted to the selected currency.
4. Contact Name
5. Contractual Commitment

We also have identified Optionnal field that the Key Account Manager can set : 

1. Delivery location
2. Reference Contract

Once all infos are set the user can go to next page

4 / Select CPC to be included in the quote

The Key Account manager can select from the list all CPC that he wants to include in the quote.

What CPC are displayed on the list : 

• Only CPC from the Pricing campaign initialy selected
• The committed price of the CPC need to be set
  • Commited Price > 0
• Only CPC from the Sold To and Ship To selected in previous steps
• The product of the CPC need to be Active
  • Field "Active" on Product Level 5
• The product of the CPC need to be Quotable
  • Field "Allow On Quote" on Product Level 5
• ?? Shall we put here the Manufacturing / Shipping plant topic