| Change Log | Date | Owner |
|---|---|---|
Added details for |
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1. Add Product(s)
- Once Opportunity is saved, user will automatically be prompted to "Add product" page,
- "Add Products" page will be loaded with list of active products that belong to opportunity selected GBU,
- User can search and select multiple products at this stage.
- User can see following columns that can be used for search:
- Product Name - hyperlink that guides to price book entry (standard salesforce behaviour)
- Product Code
- Level - list only shows levels 4 and 5.
- GBU - equal to opportunity GBU
- Active (Product) - displays if product is active or not. Only active products should be displayed.
2. Filtering Products
- List of products can be filtered using a filter icon on the right of the search bar. These are called quick filters.
- All available columns can be used for quick filtering products, however, filter has to be used so that first, user enters keywords for a product. Then adds filters and click Apply.
- If user does not find the right product using search option, they can go back by pressing "View all" link. This will show all products again.
3. Edit Selected Products
- Once products have been selected, user presses next which leads to "Edit Selected Product" screen
- In this step user has to populate following fields:
- Expected Yearly Volume at Maturity (Required)
- Target Unit Price per UOM at Maturity (Required)
- Contribution Margin
- Margin Calculation Method (Required) - Percent is set as default,
- Unit of Measure (Required) - Tons (T) is set as default.
- Once user fills ins all required fields and presses next, opportunity line items are created.
4. Opportunity Line Item Details
- Once products are added to opportunity, user will be redirected back to opportunity page.
- From there, user can open a list of opportunity line items by navigating to "Products" tab on opportunity page.
- User can see a list of products with added details (Volume, Price, Margin)
- Following actions will be available:
- Add Products - Open "Add products" screen
- Edit products - Opens existing products with ability to change initial values, same as edit selected products screen.
- Sort Products - products can be sorted in a certain sequence
When user presses opportunity line item hyperlink, they are guided to the record where they can see additional information:
| Field | Description |
|---|---|
| Target Unit price per UoM at Maturity | Target Unit Price per UoM = Reporting Unit in SAP. Numbers are at maturity. |
| Expected yearly volume at Maturity | Yearly volume expected to be sold at maturity. Updates the Negotiation history if updated. |
| Unit of Measure | Determines the UOM for that specific Line Intem. |
| Yearly Revenue at maturity | Expected yearly sales at maturity for this product (Target Unit Price * Expected Yearly Volume) |
| Contribution Margin | Universal field for calculating contribution margin. Is used in conjunction with Margin Calculation Method. Then calculates the rest of fields based on these inputs. |
| Margin Calculation Method | Define the master for calculating the Contribution Margin. If “%” in selected, the CM in amount will be automatically calculated based on the % entered. If “Amount” is selected, then it is the reverse. |
| Contribution Margin (%) |
|
| Contribution Margin (Amount) per UoM |
|
| Contribution Margin (Amount) | Contribution Margin (Amount) per UoM * Expected yearly volume at Maturity |
| Include in opportunity Amount | Check this field to include the "Product Total Amount" into the "Expected Yearly Revenues" of the Opportunity |
| Packaging | Text field |
| To be included in the CR | |
| Pricing method (%) | Diluted / Pure (In order to quote with non diluted product, enter 100% or concentration of the product) |
| Concentration (%) | Real concentration of the product |
| Volume for 100% Concentration | Expected yearly volume at Maturity * Pricing method (%) |
| Price for 100% Concentration |
|
| Manufacturing Plant Code | A lookup fields that allows user selection of Manufacturing Plant Code |
| Shipping Plant Code | A lookup fields that allows user selection of Shipping Plant Code,
|
| Manufacturing Plant Name | Displays manufacturing plant name. Calculated after Manufacturing Plan Code has been added.
|
Shipping Plant Name | Displays shipping plant name. Calculated after Shipping Plan Code has been added. |
Pivot Volume in T | Used for converting all supported UOMs (e.g., L, GAL, KG, LB) to metric tons using specified conversion factors (from alternative UOM table) |
5. Update Product
- User can change the existing line item to another one in case they need to. This is a common case when a product needs to be changed from Level 4 product to Level 5 once opportunity needs to be closed won. To do so by not changing product configuration (Margin, Volume, Price), user should press "Update Product" button
- This will lead user to another selection screen where they can find a list of products that can be used for replacement.
- User can select one product. The list shows L4 and L5 products from the same GBU as edited opportunity line item.
6. Convert Product volumes to T
The Pivot Volume in T field is designed to simplify and standardize volume measurements across various units of measure (UOM) by converting them into metric tons (T). Below is a user-friendly guide to its key features:
1. Automatic Conversion of Units of Measure
- Converts product volumes from supported UOMs (e.g., L, GAL, KG, LB) into metric tons (T) automatically.
- Ensures consistency across records, regardless of the original UOM.
Example:
If a product volume is entered as 1,000 liters (L), the field calculates its equivalent in metric tons based on the product’s density or conversion factor.
2. Predefined and Customizable Conversion Factors
- Uses predefined conversion factors for standard UOMs, such as:
- 1 Liter → Metric Tons (based on density)
- 1 Gallon → Metric Tons (specific to product data)
- Allows for dynamic updates when product details, such as alternative UOMs, are modified.
- Available on key objects such as:
- Opportunity Line Items (OLI): For sales forecasting and opportunity management.
- Product Forecasts: For forward-looking volume predictions.
- Updates dynamically during record creation or updates, ensuring real-time accuracy.
- Visibility in Reports: The field is included in standard and custom report types to facilitate:
- Sales performance analysis.
- Forecast accuracy assessment.
- Regional or product-level volume comparisons.
- Hidden on Layouts: By default, it may not be visible on record pages but is always accessible for reporting.
5. Error Handling and Validation
- Automatically sets the field to 0 if:
- No valid conversion factor is available.
- The selected UOM is unsupported.
- Marks records for review when data is missing, ensuring data integrity.
