One Quote Mapping
| Quote Field Name | Type | Prefilled in quote form | Set a Quote creation |
| Owner | Lookup on User | Current user | |
| Price Valid From | Date | with Price Valid From value from Pricing Campaign record; | |
| Price Valid to | Date | with Price Valid to value from Pricing Campaign record; | |
| Quote expiring by | Date | with Offer expiring by value from Pricing Campaign record; | |
| Pricing region | Global picklist (GlobalRegion) | Pricing region of the account sold to : CPC.SLV_Region_Sold_To__c | |
| Currency | Currency | Currency is prefilled with the one set in diaplay of the pricing campaign
| |
| Account (Sold to) | Look up on Account | Sold-To Id selected in the Screen one of Create Quote. SLV44_Sold_To_Account__c | |
| Incoterms | Picklist | "FCA" | |
| Unit of measurements | Picklist | Unit of measure is prefilled with the one set in diaplay of the pricing campaign
| |
| BU | Picklist | BU of the User : User.BU__c | |
| GBU | GBU of the User : User.SLV_GBU__c | ||
| Status | "Draft" | ||
| Contact Name | Lookup Contact | ||
| Contractual Commitment | Picklist from Quote | prefilled with "Soft quote (allowing price renegotiation before end date)" | |
| Opportunity | Lookup Opportunty | ||
| Ship to | Lookup Account | Any Ship to (Customer & same corporate group of the sold to account) User can select Ship To account of all CPC from the Pricing campaign where Sold To is the one specified in the scrren 1 | |
| Delivery location | Text | ||
| Reference Contract | Lookup contract (Currently Standard Contract) |
One Quote Line Mapping from CPC
| Quote line Field Name | Comment | Type | Set value at creation |
| Product Level 4 | Lookup Product | Product level 4 of the Product level 5 of the CPC CPC.SLV44_Product_Level_5__c.Level_4__c | |
| Product Level 5 | Lookup Product | Product level 5 of the CPC CPC.SLV44_Product_Level_5__c | |
| Manufacturing Plant | Lookup "Material Plant" | Manufacturing Plant of CPC Need to find 'Material - Plant' with Foreign Key : 1/ CPC.Manufacturing Plant = Manufacturing_Plant__c.Utility_Plant__c 2/ CPC.Product level 5= Manufacturing_Plant__c.Product__c 3/ Manufacturing_Plant__c.recordType = "Manufacturing Plant" | |
| Shipping Plant (SLV44_Shipping_Plants__c) | Not IN CPC (need to be loaded at CPC creation) + New field on the CPC | Lookup "Material Plant" | Need to find 'Material - Plant' with Foreign Key : 1/ CPC.Shipping Plant = Manufacturing_Plant__c.Utility_Plant__c 2/ CPC.Product level 5= Manufacturing_Plant__c.Product__c 3/ Manufacturing_Plant__c.recordType = "Shipping Plant" |
| Ship-to | Lookup Account | CPC.SLV44_Ship_to_Account__c | |
| Incoterms | Picklist Incoterm | CPC.SLV44_Incoterms__c | |
| Estimated Annual Volume | Forecasted 12M Qty of the sold-to | Double | "Forecasted 12M Qty of the sold-to" of the CPC converted in the UOM of the Quote |
| Quoted Price (Local Currency) | Double | Commited price converted at quote currency with the active monthly exchange rate (this is SF Static exchange rate) | |
| Rationale | Text | Filled by the value of the CPC "Reason For Deviation" | |
| Description | Text | Filled by the CPC Comments | |
| Legal entity | Will be automatically calculated at creation | Lookup(Legal entity) | |
| Contractual commitment | Picklist | Contractual commitment selected by the user in Quote form. | |
IPP-1094 Specificities for CPC that have Active SAP Price and Enable Scale pricing based on the following criteria :
Sort by SLV44_Quote_valid_to_External__c Newest to Oldest. If multiple record select the first one. We set the below fields | |||
| Enable Scale Pricing | True | ||
| From (Bracket 1) | From (Bracket 1) retrieved from the Active quote line | ||
| From (Bracket 2) | From (Bracket 2 retrieved from the Active quote line | ||
| From (Bracket 3) | From (Bracket 2) retrieved from the Active quote line | ||