Once the Account Manager has created a one quote line item he has to set all needed information.

This document describe all requested process and behaviour during that process.

This is based on the new Ux redisgn from Summer 2023' 

1/ Table Features

• All One Quote line items are displayed on line that can be expanded
• Main information are displayed on every lines
• At Draft Status, user can update the following fields: (1) 
  • Ship To
  • Incoterms
  • Estimated annual volume
  • Quoted Price

At All One Quote stage : 

• The Account manager can Sort all columns expect "Action"  (2)
• The Account manager can use a Quick find search (3)

  • Product Level 5

  • Ship To

  • Ship To Code (PRS/RCS)

• The Account manager can use a filter panel to filter : (4)

  • Product Level 4

  • Incoterm

  • Ship-to

  • Approval Status

  • Accepted by the customer?

    • Can be yes, no or none
    • 
  • Approver
• The Accont manager can see the additional filters or remove filters if needed one by one (5) of all of them (6).

Unit of Measure (UOM) (7)

The field is a select list that is used to specify the unit of measure used for a particular product. 

• Field is pre-populated using UOM value selected on ONE Quote record
• End user can change this selection when adding products on "Add products" screen
• By default, user can select any standard UOM for each line item added to ONE quote
  • (Standard UOM's: G, KG, LB T)
• Additionally, if selected product supports alternative UOM's, they will be available for selection 
  • (Currently supported alternative UOM's: L, GAL)

UOM Selection can be found here FD - [CORE] Alternative Units of Measure (UOM)

Full epic for alternative UOM's and it's features

1/ Set OQLI data

The Account manager need to fill some data at OQLI level.

1.1/ Manufacturing plant

User can select From the object "Material plant SKU" and the record that match the following : 

• OQLI. Product = MPSKU.Product
• MPSKU.Record type = Manufacturing plant
• MPSKU is Active 

If there are only one option available then the system autofill the Manufacturing plant field

If there are more than one option the system display a dropdown list where the user need to select the appropriate Manufacturing plant

Additional Rule

To avoid any confusion on dummy plants by region and avoid issues on price guidance calculation, The Manufacturing plant is set as read only on the OQLI LWC if One Quote BU = “AT - Polymer Additives”

1.10 / Minimum Order Quantity & Lead Time Days

When the Shipping plant is specified or updated we retreive the following information and set it to the One Quote Line Item : 

• Can not be modified : 
  • Stock Holding Strategy
• Can be modified :
  • Quote Line . Minimum Order Quantity = Shipping Plant . Minimum Order Quantity
  • Quote Line . Lead Time Days = Shipping Plant . Lead Time Days

The Account manager can change theses values following some validation rules : 

• The “Lead time” must be greater than the established catalogue lead time
• You can't define a minimum order quantity below the catalog one.: [SLV49_Minimum_order_quantity__c]

In order to help the Account manager the value stored on the Shipping plant is displayed in the hover

1.11/ Scale Pricing

The Accout Manager can specify 3 Scale pricing if needed.

By clicking on "Enable Scale Pricing" we have the following behaviour

• New small table that display the following : 
  • Bracket 1 : 
    • From
    • Price : Is driven by the quoted price. The account manager can not use it here
  • Bracket 2 : 
    • From
      • Must be above from the Bracket 1.From
    • Price
  • Bracket 3 : 
    • From 
      • Must be above from the Bracket 2.From
    • Price
• Validaton rule based on the Price are set : 
  • 

  • Only at OQLI UPDATE

    • &

  • One Quote = Draft

    • &

  • Enable Scale Pricing = True

    • &

  • (SLV44_SAP_Amount2__c >= SLV44_Quoted_Price__c ) OR (SLV44_SAP_Amount3__c >= SLV44_SAP_Amount2__c )

  • Error Message

    • Scaling Price does not fit this rule : Quoted Price >= Price (Bracket 2) >= Price (Bracket 3). Please update prices.

• The Minimum price set here will be used in the Approval Process : FD - [CORE] 5 - Approval

If the user unset the "Enable Scale Pricing" all the bracket and price are set to null.

3/ Price Settings inactivation

If an OQLI has price settings inactive and the status of the quote is Draft then 

• IF OQLI.Price Setting Active = FALSE && Quote.Status = DRAFT THEN:

  • Disable all fields (except Delete button) of the Line Item and set a banner message on top of the Line Item with the following message:

    • “This Line does not have an active price setting : ” + OQLI.Price Setting inactive Reason

4/ VAT

We allow the Account manager to select the "Display VAT" Option.

If the box is ticked then the quoted price including VAT is added in bracket close the quoted price.

Here is how VAT is Calculated : FD - [CORE] - Quote PDF Details