In this section we will : 

  1. Describe the source of the Pricing Campaign CPC Price Settings
  2. Describe the process that set the CPC Price Setting


Here is specification of the batch and fields : Specification - CPC Price Setting Update - Google Slides

1/ Pricing Campaign CPC Price Settings

The Object CPC contains fields retreived from the Price Settings. The objective is that the most accurate, the most up to date and the same prices are retreived in CPC and One Quote Line Item (OQLI)

The CPC Price Settings fields are updated ONLY when : 

  • CPC is created
    • Whenever a PAM team member load a CPC in SF we retreive all Price Setting CPC.
  • Refresh Price Setting CPC is launched
    • We let the possibility to the PAM team to refresh the Price setting whenever thy want.
  • OQLI is deleted
    • Everytime a OQLI is deleted and was link to a CPC, the CPC can be Editable again. In that case the Account Manager can change the commited price. For that reason the CPC Price Settings need to be updated



From a technical perspective when we retreive the Price Settings CPC we : 

  1. Store the values retrieved in Number fields
  2. Calculate dependent fields based on the CPC values


We do not use SF formula fields because we don't want that any value changes in the CPC is there is a later update on the price settings. 

This feature makes sure that we always save all data that te Account Manager used to set his decision of the commited price

CPC Field RetreivedSourceBusiness Rule
FreightSLV44_Freight_Guidance__c . Freight Cost Guidance (converted at the CPC  Original Currency & UOM)

We retreive the Freight Guidance the same way as the Quote

Record type : "Freight Cost"

Market Margin Policy ValueVolume Bracket.Market Margin Policy Value (converted at the CPC Original Currency & UOM)Based on the RMP - Volume Bracket set in the CPC
Margin Policy % Volume Bracket.Market Margin Policy %Based on the RMP - Volume Bracket set in the CPC
EXW Asset Price Floor Manufacturing plant. Price floor EXW(converted at the CPC Original  Currency & UOM)Based on the Manufacturing Plant SKU in the CPC
Variable Manufacturing CostsManufacturing plant. Variable Manufacturing Costs (converted at the CPC Original Currency & UOM)Based on the Manufacturing Plant SKU in the CPC
Asset Margin FloorManufacturing plant.Asset Margin Floor  (converted at the CPC  Original Currency & UOM)Based on the Manufacturing Plant SKU in the CPC
Transfer CostSLV44_Freight_Guidance__c . Freight Cost Guidance (converted at the CPC  Original Currency & UOM)

We retreive the Freight Guidance the same way as the Quote

Record type : "Transfer Cost"

CPC Field CalculatedCalucation done in the code
Price Guidance

  1. CPC.“Market Margin Policy Value” is not empty

    1. if (“Market Margin Policy Value” = 0 ) {Price Guidance = empty } else

    1. Price Guidance = CPC. Market Margin Policy Value +CPC.Variable Cost + CPC. Freight

  2. If CPC.“Margin Policy %” is not empty

    1. if (“Margin Policy %” = 0 ) {Price Guidance = empty } else

    2. Price Guidance = CPC.Variable Cost + CPC. Freight + (CPC.Variable Cost+ CPC. Freight ) * CPC. Margin Policy %

    3. Price guidance = (CPC.Variable Cost + CPC. Freight) / (1-CPC.Margin Policy %)

Business rule changed/update 

Price floor

CPC.Price Floor = 
If ( CPC.PricingCampaign.GBU = "Novecare" ) {

    • if (CPC.PP_Asset_Margin_Floor__c = 0 or Empty )
      • {CPC.SLV44_Floor_price__c = empty} else
    • CPC.Price floor   = CPC .Asset Margin Floor +  CPC.Variable Costs + CPC. Freight

}

Else   {
  CPC.Price floor   = EXW Price floor + CPC. Freight
}


Variable CostCPC.Variable Cost = CPC .Variable Manufacturing Costs + CPC.Transfer Cost Guidance

2/ The process that set the CPC Price Setting

2.1/ CPC Creation

At Creation if we are not able to find a SLV44_Freight_Guidance__c,Volume Bracket, Manufacturing plant then, an error message does not allow the creation of the CPC.

If everything is found then the CPC is created the the price settings is set.

/!\ If Price Guidanceor Price Floor is loaded at creation they will be overwritten by the CPC Price Setting calculation

2.2/ Refresh Price Setting CPC by PAM Team

The PAM team has a specific button available on the Pricing campaign.

This button is visible by the following Profile

The Button is also visible for users with the Custom Permission : PP_canRefreshCPCCustomSettings

The permission set : "Can Refresh CPC Setting" can be given to all PAM Team that handle CPC Price settings.


This button is only displayed if the Campaign is Open (Campaign.Closed = false)


This allow the PAM team to launch the batch to refresh ALL CPC or Selected CPC from one specific region.

It let them the possibilty to send an Email to impacted users with a specific text message.


When they click on Update , the batch starts in the background and the user can continue working.


When the Batch finishes,

  1. the user that launched the flow will receive
    1. an email that contains the number of success CPC update and a report link to ALL CPC that could not be updated.
  2. Any Impacted CPC owner will reveive
    1. An Email that let them know that one or more CPC have been updated. This email contain the PAM team Text message
    2. A Salesforce notification is also raised for the user.





2.3/ Refresh Price Setting CPC when a One Quote line is deleted

Every time a One Quote Line item linked to a CPC is deleted, the CPC Price Setting is update for that specific CPC except if the Pricing Campain is Closed (IsClosed = true).