List of UOM Epics  

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Summary

A new object called "Alternative Units of Measure" contains all available alternative Units of Measure (UOM's) for a specific product. This list is dynamically derived from the SAP MARM table, recognized as the primary data source, and integrated into Salesforce through a daily interface update. The primary objective of this functionality is to empower users to choose from an array of UOMs beyond the standard options (G, Kg, Lb, T) for individual One Quote Line Items (OQLIs). With this data readily available in Salesforce (SFDC), users gain visibility into the UOMs applicable to a particular product. Moreover, administrators have the flexibility to enable the use of alternative UOMs during the quoting process, enhancing the quoting experience.


Talend Interface - Permissions - Connection details

Currenlty available UOM data

 UOM data is loaded from WP1 and PF1 for following GBU’s:

  • Novecare

  • Technology Solutions

  • Aroma

Following alternative UOM's have been enabled: 

  • Liter
  • Gallon

The rest is not in scope yet

UOM Configuration

  1. Account managers can select the UOM on ONE Quote creation,
  2. Once ONE Quote is created, AM will be able to choose a different UOM for each OQLI on Add Product Screen,
  3. Then once products are added to ONE Quote, UOM can be modified for each OQLI individually while quote is in "Draft

UOM Data 

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  • UOM's are stored and maintained in Alternative Unit of Measure object linked to Product2 (Lvl. 5). Limited data (Quote ready flag) can be edited by Data Steward while the rest cannot be edited to preserve data integrity. 
  • The visibility of alternative UOM's during quoting is maintained by following fields:
    • Is Active - set by the interface. If false it means that record does no longer exist in source system
    • Quote Ready - Set by admin or data steward and is a flag that determines if UOM can be selected on ONE Quote OQLI for a particular product. 
  • Each product that has alternative units of measure (UOMs) should have a designated "Reference UOM" (Reference_Value__c = true). This UOM is standardised (e.g., G, Kg, Lb, T) and its conversion factor should be set to "1". However, the Reference UOM may not always match the SLV5_PR_Unit_of_Measure__c field on the Product2 object. To address this, a new field called Reference_UOM__c on the Product2 object is created, which will store the Reference UOM.


Currently supported UOM's

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  • Current configuration allows following alternative UOM's:
    • Liter (L)
    • Gallon (GAL)
  • Each OQLI supports standard, already implemented list of UOM’s (G, KG, LB, T)

  • A base unit of measure is still required on One quote level. This value is propagated to all added products by default but can be changed after
  • Following attributes are converted once alternative UOM is selected:
  • OQLI Field API Name 

    OQLI Field Label 

    Comment

    SLV49_Minimum_order_quantity__c

    Minimum order quantity

    Converted UOM of the Volume Bracket

    SLV44_Margin_Policy__c

    Margin Guidance

    Converted Currency and UOM

    SLV44_Variable_Manufacturing_Cost__c

    Variable Cost

    Converted Currency and UOM

    SLV44_Price_Floor_EXW__c

    Margin Floor

    Converted Currency and UOM

    PP_Bracket_From__c

    Bracket From

    Converted UOM of the Volume Bracket

    PP_Bracket_To__c

    Bracket To

    Converted UOM of the Volume Bracket

    SLV44_Freight_duties__c

    Freight & Duty Guidance

    Converted Currency and UOM

    PP_Transfer_Cost_Guidance__c

    Transfer Cost guidance

    Converted Currency and UOM

    SLV44_Bracket_From_To__c

    Bracket (From-To)

    UOM shown in field

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