1/ Create Quote From the Account Page

On the Account page a click on "New One Quote" (1) and fill all data (2)

(1) "New One Quote" button is alawys displayed

(2) Fill Data, some field will be automatically prepopulated or have specific features

 On the One Quote List view  click on "New" (3)

The same creation page is used with the following criterion

• Quote Title: 
  • Can be set by user,
  • If left blank will be automatically populated with:  'SQ_' & SLV44_Account_Sold_To__r.Name & '/' & TEXT(DATEVALUE( CreatedDate )) & '/' & Name 
  • 
• GBU : 
  • PreFilled with the current user.GBU
• BU
  • PreFilled with the current user.BU
• Account (Sold To)
  • PreFilled with the Account the user were in. (if from Account)
  • Validation Rule :  You can't create a quote for a Corporate Group.
• Contact Name
  • The user can select only contact from the Account Sold To or its Parent.
    • If Account Sold To Parent. Name = Decision Various then Only Contact from the Account Sold To are displayed
  • Validation Rule : Please select a contact related to the account or linked to the account through the Corporate Group. 
• Region
  • PreFilled with the current user.Region
• Currency
  • PreFilled with the current user.Currency
• Incoterms
  • Default Value is CIP
• Unit of Measurement : 
  • set by default to Account.Unit of measurement if the quote is created from an account
    •     Quote Unit of Measurement
      • IF(NOT(ISPICKVAL(SLV_Region__c, 'NAM')), 'Kg', 'Lb')
        
• Price Valid From
  • preflled with : Today +7 days
• Price Valid To
  
  • preflled with : Today +7 days + 3 months
  • Validation Rule : Price Validity to cannot be longer than 3 months for Novecare and 12 months for Technology Solutions.
• Offer Expiring By
• Legal Entity : 
  
  • Legal entity is mandatory if GBU of the One Quote is different than Novecare
  • If GBU Novecare & not filled by the user it is autopulutated at insert with the follwing rule 

    • IF the Legal Entity field is BLANK, prepopulate the field following these conditions:

      • If ONE Quote → Account Sold To → Region = NAM & GBU = Novecare : Solvay USA INC

      • If ONE Quote → Account Sold To → Region = LAM & GBU = Novecare : RHODIA BRASIL S.A.

      • If ONE Quote → Account Sold To → Region = EMEA & GBU = Novecare : Rhodia Opérations

      • If ONE Quote → Account Sold To → Region = APAC & GBU = Novecare : Solvay (Zhangjiagang) Specialty Chemicals Co Ltd

  • If GBU is TS the field must be filled at Quote Creation

Rebates 

On the quote, an account manager can set Payment terms in a dedicated tab.

Rebates will be user in data loaded to SAP

SF - Novecare - Data push to SAP