As soon an OQLI approval status is updated from “Approval pending” to “Approved” or “Rejected” trigger the creation of a related Approval snapshot record and populate fields as below:
Scenario 1: “Is Auto Approved” field at OQLI level is false:
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Scenario 2: “Smart Approved?” field at OQLI level is true:
Same as above except for the fields below:
FIELD LABEL | FIELD POPULATION |
Approved Date | Approved date of the original Approval snapshot who approved first quote |
Approver Role | Approver role of the original Approval snapshot who approved first quote |
Approver Name | Approver Name of the original Approval snapshot who approved first quote |
Approver Comment | Approver comment of the original Approval snapshot who approved first quote |
FIELD LABEL | FIELD POPULATION |
One Quote Line item | Current OQLI |
Approved Date | Date/time of record creation |
Approved Quoted Price | If enable scaling price = false: OQLI__r.Quoted price |
Approved Quoted Margin | OQLI__r.PP_QuotedMargin__c |
Approved Value | If Approved: Approved |
Approval GMD threshold | OQLI__r.SLV44_Marketing_Director_Approval__c |
Approval RMD threshold | OQLI__r.SLV44_RMD_Approval__c |
Approval Margin floor | OQLI__r.SLV44_Price_Floor_EXW__c |
Absolute GMD Treshold | PP_OneQuoteApproval (Custom metadata) record whith same GBU than the current quote: PP_GMDAbsoluteThreshold__c / PP_Currency__c |
Absolute RMD Treshold | PP_OneQuoteApproval (Custom metadata) record whith same GBU than the current quote: PP_RMDAbsoluteThreshold__c / PP_Currency__c |
Approver Role | OQLI__r.approver role |
Approval Currency | Same as One Quote Parent |
Approval UOM | Same as One Quote Parent |
Approved Key | OQLI__r.Approval Key |
Approver Name | OQLI__r.Approver |
Approver Comment | OQLI__r.Approval comment |
External ID key | Retrieve Approval key value by code at creation |
Product level 5 ID | OQLI__r.Product level 5 ID |
Sold To ID | Same as one quote parent |
Ship to ID | Same as one quote parent |
BU | Same as one quote parent |
Region | Same as one quote parent |
Currency | Same as one quote parent |
UOM | Same as one quote parent |
Incoterms | OQLI__r.Incoterms |
Manufacturing plant | OQLI__r.Manufacturing plant__r.UtilityID |
Shipping plant | OQLI__r.Shipping plant__r.UtilityID |