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P3. Opportunity Management

Opportunity Products: Field-Level Update and Validation Overview

1. GBU (SLV2_GBU__c)

• On Create:
  • The SLV_OpportunityProductManagement.syncGBU method sets the GBU on OpportunityLineItem to match the Opportunity GBU field (SLV6_OPP_GBU__c).
• On Update:
  • The same syncGBU method is invoked in the SLV_OpportunityProductManagement class to sync the GBU when the Opportunity or Opportunity Product’s GBU changes.

2. Contribution Margin (Contribution_Margin__c)

• On Update:
  • The updateContributionMargin method in SLV_OpportunityProductManagement adjusts Contribution_Margin__c based on the calculation method set in SLV5_OPR_CM_Calculation_Method__c:
    • If the method is Percent, the margin is set to Contribution_Margin_Percent__c.
    • If the method is Amount, the margin is set to Contribution_Margin_Amount_per_UoM__c.

3. Opportunity Name (SLV_Product_Name__c)

• On Create:

  • The updateOpportunityname method in SLV_OpportunityProductManagement sets the Opportunity name based on the SLV2_OLI_Application__c field if it does not match the current value in SLV_Product_Name__c.

• On Update:

  • This same method (updateOpportunityname) updates the Opportunity name if there is a mismatch between SLV2_OLI_Application__c and SLV_Product_Name__c.

• On Delete:

  • After deleting an Opportunity Product, the Opportunity name is updated through updateOpportunityname to reflect the change.

4. Product Forecast (SLV_Product_Forecast__c)

• On Create:

  • When an Opportunity Product is created, SLV_updateProductForecast updates forecast records based on SLV5_OPR_Unit_of_Measure__c and SLV5_OPR_CM_Calculation_Method__c.

• On Update:

  • The same SLV_updateProductForecast method recalculates forecast records when SLV5_OPR_Unit_of_Measure__c or SLV5_OPR_CM_Calculation_Method__c changes.

• On Delete:

  • SLV_deleteProductForecast deletes forecast records when an Opportunity Product is removed.

5. Opportunity Involved Products (SLV_Involved_Product__c)

• On Create:

  • updateOpportunityInvolvedProduct in SLV_OpportunityProductManagement adds Product2.Name from the OpportunityLineItem to SLV_Involved_Product__c on the Opportunity.

• On Update:

  • This method (updateOpportunityInvolvedProduct) also triggers on updates, adjusting SLV_Involved_Product__c based on the list of related Opportunity Products.

• On Delete:

  • When an Opportunity Product is deleted, the updateOpportunityInvolvedProduct method removes the product from the Opportunity's SLV_Involved_Product__c field.

6. Product End Use (SLV2_OPP_Product_End_Uses__c)

• On Create:

  • In the updateOpportunityInvolvedProduct method, SLV_End_Use__c from the Opportunity Product is added to SLV2_OPP_Product_End_Uses__c on the Opportunity.

• On Update:

  • The same method updates SLV2_OPP_Product_End_Uses__c to reflect any changes in SLV_End_Use__c for related Opportunity Products.

• On Delete:

  • When an Opportunity Product is deleted, the updateOpportunityInvolvedProduct method removes its SLV_End_Use__c from SLV2_OPP_Product_End_Uses__c.

7. Application (SLV2_OPP_Application1__c)

• On Create:

  • SLV_End_Use__r.SLV_Application__c values are added to SLV2_OPP_Application1__c for new Opportunity Products in updateOpportunityInvolvedProduct.

• On Update:

  • Updates to SLV_End_Use__r.SLV_Application__c on Opportunity Products prompt recalculation of SLV2_OPP_Application1__c.

• On Delete:

  • When an Opportunity Product is deleted, the method removes its application data from SLV2_OPP_Application1__c.

8. Yearly Revenue (SLV_Yearly_Revenue__c)

• On Create and Update:
  • updateProductTotalAmount in SLV_OpportunityProductManagement sets SLV_Yearly_Revenue__c based on SLV_Yearly_Volume_at_Maturity__c and SLV5_OPR_Target_Unit_price_per_UoM__c.
  • If these values are null, SLV_Yearly_Revenue__c is set to zero.

9. Product History (SLV6_Opportunity_Product_History__c)

• On Create and Update:
  • addOpportunityProductHistory creates records in SLV6_Opportunity_Product_History__c to log changes in fields listed in SLV6_Opportunity_Product_fields_Tracking FieldSet.
• On Delete:
  • deleteOpportunityProductHistory deletes history records associated with deleted Opportunity Products.

10. Negotiation History (SLV_Negotiation_History__c)

• On Delete:
  • The deleteNegotiationHistory method deletes negotiation history records associated with deleted Opportunity Products.

11. Dummy Product Flag (SLV_Dummy_Product_Exists__c)

• On Create and Update:
  • updateDummyProductFlag in SLV_OpportunityProductManagement sets the SLV_Dummy_Product_Exists__c flag on the Opportunity if dummy products are linked to it.
• On Delete:
  • This flag is also reset if dummy products are removed from the Opportunity.

12. Total Amount (SLV_Product_Total_Amount__c)

• On Create and Update:
  • updateProductTotalAmount calculates and updates the SLV_Product_Total_Amount__c for Opportunity Products, using volume and target unit price fields.

Validation Rules for Opportunity Products

1. No Dummy Product for Qualified Opportunities

• Error Message: "Dummy Products cannot be added to Opportunities marked as Product Qualified."
• Condition: This rule enforces that no dummy products are associated with qualified Opportunities. It triggers when:
  • User Permissions: The user does not have permission to bypass validation rules ($Permission.Bypass_Validation_Rules = FALSE).
  • Opportunity Type: The Opportunity’s Type field (Opportunity.Type) is set to “Product Qualified.”
  • Product Name: The Product Name field on the Opportunity Line Item (OpportunityLineItem.Product2.Name) is set to “Dummy Product.”

2. Manufacturing Plant Validation

• Error Message: "Selected Manufacturing Plant is not approved for this Opportunity."
• Condition: Ensures only approved manufacturing plants are used in Opportunity Line Items. It activates when:
  • User Permissions: The user does not have permission to bypass validation rules ($Permission.Bypass_Validation_Rules = FALSE).
  • Manufacturing Plant Selection: The Opportunity Line Item’s Manufacturing Plant field (OpportunityLineItem.Manufacturing_Plant__c) is set to an unapproved plant (not within the allowed list for the Opportunity type).

3. Shipping Plant Validation

• Error Message: "Selected Shipping Plant is not allowed for this Opportunity."
• Condition: This rule enforces that only approved shipping plants are selected for an Opportunity. It is triggered when:
  • User Permissions: The user does not have permission to bypass validation rules ($Permission.Bypass_Validation_Rules = FALSE).
  • Shipping Plant Selection: The Opportunity Line Item’s Shipping Plant field (OpportunityLineItem.Shipping_Plant__c) does not match any approved shipping locations associated with the Opportunity.

4. Contribution Margin Calculation Method Consistency

• Error Message: "Contribution Margin must be set according to the selected Calculation Method."
• Condition: This rule ensures that the Contribution Margin aligns with the selected calculation method. It activates when:
  • Calculation Method: The Opportunity Line Item’s Contribution Margin Calculation Method field (OpportunityLineItem.SLV5_OPR_CM_Calculation_Method__c) is updated.
  • Contribution Margin: The Contribution Margin (OpportunityLineItem.Contribution_Margin__c) is inconsistent with the selected Calculation Method (either “Percent” or “Amount”).

Flows

Flow Name: Create Product Forecasts

Purpose:
This flow creates a forecast record for each Opportunity Line Item added to an opportunity, ensuring that forecasts are generated and updated based on specific business rules.

Trigger

• Type: Record-Triggered Flow
• Event: Triggered each time an Opportunity Product record is created.
• Entry Conditions: None – the flow runs for all Opportunity Products and executes immediately.

Logic and Flow Steps

1. Retrieve Existing Forecasts

   • The flow first checks if any forecast records already exist for the Opportunity.
   • It retrieves records from Product Forecast where:
     • SLV_Product__c equals $Record > Product ID
     • SLV_Opportunity__c equals $Record > Opportunity ID

2. Check for Existing Forecasts

   • Decision: If forecast records exist, the flow ends.
   • If No Forecasts Exist: The flow proceeds to a counter-based decision to manage forecast creation.

3. Counter Logic and Forecast Creation

   • Counter Check (Counter < 5):

     • If fewer than 5 forecasts exist, the flow:
       • Assigns values to all relevant fields in the forecast record.
       • Sets the Year field to: 

TEXT(YEAR(DATEVALUE(DATETIMEVALUE({!SLV7_OPP_Targeted_first_delivery_date}))) + {!counter})

1. • Counter Check (Counter ≥ 5):

     • When the counter reaches 5, it stops assigning values and creates the forecast records with the previously assigned field values.

2. Field Assignments (Set Values)

   • The following fields are populated from the Opportunity Line Item to the Forecast record:
     • Currency ISO Code
     • Opportunity
     • Unit of Measure
     • Opportunity Product ID
     • Product
     • CM Calculation Method
     • Volume
     • Price
     • Contribution Margin (Amount) per UoM
     • Contribution Margin
     • Year

Enhancements 

Probability Weighted Contribution Margin:

• A new field was added to Opportunity product called "Probability Weighted Contribution Margin". 
• This field calculates potential margin based on opportunity probability: 

SLV7_OPR_Contribution_Margin_Tot_Amount__c * Opportunity.Probability

• Field is not visible on OLI layout but can be added on report by any user who can see the OLI