Link to the diagram: https://app.diagrams.net/#G16eEobBBJKYsb0qsKgIaowv1XS-4hUgJl
iCARe Quote creation and price calculation Epic Link:
Rules for the quote creation:
- Quote Valid To external date must be equal or lower than the Quote Valid To internal date
- Final Consignee is optional. If populated, the quote line items created inside the quote will have the same final consignee
Information to create a quote:
- Quote Valid From and Quote Valid To internal dates is the products that can be included inside the quote (the price of the product must be the same or beyond these two dates)
- Quote Valid To external date
- Region and Currency will drive the price selection for the products added to the quote
Rules to determine the end use and market segment in the OLIs:
On the end_use__c object, the system searches for the account in the quote and product(s) selected.
If there is an end_use__c record matching, the systems gets the market segment and end use values and automatically populate them in the OLI.
The system also displays the values in the screen below as read-only.
If there is no end_use__c record matching the account and products, the system dispkays the fields as editable, so the account manager must select the values manually.
Rules to determine the Pricing market in the OLIs:
The pricing market is the pricing setting selected by the system, based on the Region and Currency in the quote.
The pricing market by default is the generic one (with the market segment empty), named BLANK.
Usually, we have one pricing setting for each region and currency with market segment empty. The system displays it as BLANK.
Additionally, we could also have pricing settings for specific market segments, like in the screen below.
If we have the BLANK market segment and the specific market segment, the account manager is able to select between them.
If we don't have the blank market segment or the price list for the currency and the region, the system presents the pricing market without options and an error is displayed after click on "Add Product"
Rules to add products into a quote:
When the account manager clicks on the button 'Add Products', the system filters the list of the products eligible to be selected for that quote based on the following criteria:
Rules to add final consignee into the OLIs:
Rules to hide Send for Approval button:
Every time there is an error message displayed in red in any OLI or the system displays a warning icon next to the product name, the button Send for Approval is disabled.
Rules to determine the quote line item approver:
Rules to deactivate quote line item:
- when there is an existing quote line item active with the same combinations: account + product + region + currency + final consignee
- when the quote valid until internal date is less than today
Rules to turn the quote into Closed - Expired:
- when all the quote line items are inactive
- when the quote valid until internal date is less than today
- when there is another quote or quotes including the quote line items active for the same combination account + product + region + currency + final consignee