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.

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”






1.2/ Shipping plant

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

  • OQLI. Product = MPSKU.Product
  • MPSKU.Record type = Shipping 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

1.3/ Ship To

The Ship to is automatically set to the Quote.Ship To.

However the user can decide to remove it and change it to a new one.

The user can select ANY ship to. (no restrictions are applied)



The Ship To Country / City is also displayed below ship to. It is related to the field : 

OQLI.Ship To.SLV7_ACC_Country__c

1.4/  Incoterms

Incoterms are set automatically base on  the Quote.Incoterms

However the user can decide to change it to any values


Inctoterms details can be added here. They will be added to the Email PDF of the quote

1.5/  Estimated Annual Volume

This field is a manual entry from the user in order to specify the Estimated Annual Volum of that product for the Sold to.


Based on the value set, the system will automatically try to identify the appropriate volume bracket based on the following : 

  • Product Level 4 + Region +Is Active ==> RMP
  • Estimated Annual Volume ==> Volume bracket
    • For all volume bracket of the RMP select the max "From Volume" where From Volume >= Estimated Annual volume

Based on that selection the following fields are calculated : 

  • Margin Guidance
  • Price Guidance

1.6/  Quoted Price

The quoted price need to be set by the user.

If the quoted price is below the "Price Guidance" it is requested to set a "Rationale". A validation rule will test this rule


==> Describe calculations of all prices :  See  2 / Price Settings Calculation

==> Described calculation of VAT : see 4/ VAT



Yearly Financial Impact has been removed 

1.7/ Description & Special Customer information

The user can add any comment in the description. It is used by the Account manager to share information with the line approver.

The Special Customer information set by the Account Manager will be set in the Quote PDF

1.8/ Legal Entity


Prefilled with the quote Legal Entity 

Can be modified by the account manager

1.9/ Contractual Commitment

By default it is set to Soft.

User can change it to the following : 

  • Contract (separate, written, legally binding document)
  • Hard quote (preventing price renegotiation before end date)
  • Soft quote (allowing price renegotiation before end date)

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]

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.



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



1.12 / specific shipping plant

Let the Account manager the possibility to decide if my price applies to a specific shipping plant or to all.

This field is used in both field : SLV44_SAP_Plant & SLV44_SAP_Table from OQLI. 

See the detail here : SF - Novecare - Data push to SAP

1.13 / Created from CPC


If the Display the field “Created by CPC” in the OQLI - SLV48_Created_by_CPC__c in the OQLI LWC as a blue label below Scatter Plot 

Only display it if the value is TRUE




2/ Price Settings / Calculations


Every time relevant information change in the Quote we reset the following records in the OQLI : 

  • Manufacturing Plant
    • Set by user, see 1.1
  • Shipping Plant
    • Set by user, see 1.2
  • Region and Market Pricing*
    • See 1.5
  • Volume Bracket
    • See 1.5
  • Freight Guidance
  • Transfer Cost


Based on these related record we set additional values in the quote. See table on the right


==> FD - [CORE] Quote Price Settings

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