1/ Fields to create on SLV44_ONE_Sales_Quote_Line_Item__c :


Field LabelField typeValues if picklistMandatory (Layout level)Comment (Automations will be done in IPP-345)Help text
One Sales QuoteLookup (One Sales Quote)
Yes

Product Level 4Product lookup or Formula
No
  • Read only
  • Will be populated automatically thanks to parent of level 5

Product Level 5Product lookup
Yes
  • Read only
  • Will be added on the add product feature

Ship-ToLookup (Account)
No Yes
  • Lookup prepopulated thanks to the One Quote "Ship to" field.
  • Editable by user
  • Lookup filter : (Record type = “SAP Customer”) or VR to block if different

IncotermsPicklist

  • EXW

  • FCA

  • CPT

  • CIP

  • DAP

  • DPU

  • DDP

  • FAS

  • FOB

  • CFR

  • CIF

Yes
  • Prepopulated with quote incoterms value and
  • Editable by users.

Estimated Annual VolumeNumeric
No

Bracket (From-To)Free text
No
  • Read only

Last Quoted PriceCurrency field
No
  • Batch and automation to retrieve most recent price for the same combination of account sold to, account ship to, pricing region, currency, Incoterms.

Last Quoted Price UOMTBD by tech team

  • UOM of Last quoted price above

Quoted PriceCurrency field
No
  • Prepoluate MAX pricing policy vs Price floor

RationalePicklist
  • Growth customer
  • New customer
  • Large customer
  • Competitive threat
  • Product inventory push
  • Other (please describe)
No
  • VR to add if Quote price < than Price Policy

Depending on MAX pricing policy vs Price floor


DescriptionFree text
No

ApproverLookup (User)
No
  • Read only for everyone.
  • Will be automatically calculated.

StatusPicklist
  • No Approval Needed
  • Approval Needed
  • Approval Pending
  • Approved
  • Rejected
No
  • Read only for everyone.
  • Will be automatically calculated.

CommentFree text
No

Legal entitylookup
Yes
  • Prepopulated with quote Legal entity
  • Editable

Contractual commitmentPicklist
  • Contract (separate, written, legally binding document)
  • Hard quote (preventing price renegotiation before end date)
  • Soft quote (allowing price renegotiation before end date)
Yes
  • Prepopulated with quote Contractual commitment
  • Editable by users

Unit of measurementPicklist
  • G
  • Kg
  • Lb
  • T
Yes
  • Retrieve Unit of measurement value at quote level
  • Will be use to  convert UOM of the pricing setting
  • Read only

Scatter Plot

Formula


No
  • Filtered link redirecting to Qlik Sense
  • Check link and filters with Frank
  • Read Only for everyone


2/ Fields to add on Layout

Fields highlited in Orange will be created in the frame of  Unable to locate Jira server for this macro. It may be due to Application Link configuration.

1/ "Product" Section

  • One Sales Quote
  • Product level 4
  • Product level 5
  • Unit of Measurment
  • Manufacturing plant
  • Shipping plant

2/ "Customer" Section

  • Ship to
  • Incoterms

3/ "Yearly Volume" Section

  • Estimated Annual Volume
  • Bracket (From-To)
  • Region and Market Pricing
  • Volume Bracket

4/"Price & Discount" Section

  • Margin Policy
  • Variable Manufacturing Cost
  • Logistics & Duties
  • Price Policy
  • Price Floor
  • Last Quoted Price
  • Last Quoted Price UOM
  • Scatter Plot Link
  • Cost Evolution Link
  • Discount
  • Quoted Price
  • Financial impact

5/"Price Deviation" Section

  • Rationale
  • Description
  • Approver
  • Status
  • Comment

6/ Supply and Legal Info

  • Legal entity
  • Contractual commitment
  • Lead Time
  • Availability

7/ System Info

  • Created date
  • Created by
  • Last modified date
  • Last modified by



  • No labels