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1/ Fields to create on SLV44_ONE_Sales_Quote_Line_Item__c :


Field LabelField typeValues if picklistMandatory (Configuration level)CommentHelp text
One Sales QuoteLookup (One Sales Quote)
Yes

Product Level 4Product lookup 
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
  • Lookup prepopulated thanks to the One Quote "Ship to" field.
  • Editable by user
  • Lookup filter : (Record type = “SAP Customer”) OR (“Record type”=Non SAP Customer AND “SLV_SAP_Status__c” = "Prospect" OR "Rejected" OR "Draft") + Corporate group or VR to block if different

IncotermsPicklistWaiting for Julien feedbackYes
  • 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, region, currency, UOM, Incoterm.

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

DescriptionFree text
No
  • VR to add if Quote price < than Price Policy

ApproverLookup (User)
No

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 and editable

Contractual commitmentPicklist
Yes
  • Prepopulated with quote Contractual commitment and editable

Unit of measurementPicklist
  • G
  • KG
  • LB
  • T

*check if global picklist

No
  • Retrieve Unit of measurement value at quote level
  • Will be use to  convert UOM of the pricing setting
  • Read only

2/ Fields to add on Layout

Fields highlited in Orange will be created on 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
  • Manufacturing plant
  • Shipping plant

2/ "Customer" Section

  • Ship to
  • Incoterms

3/ "Yearly Volume" Section

  • Estimated Annual Volume
  • Bracket (From-To)
  • Pricing Setting
  • Product Bracket

4/"Price & Discount" Section

  • Margin Policy
  • Manufacturing Cost
  • Logistics & Duties
  • Price Policy
  • Price Floor
  • Last Quoted Price
  • 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
  • Order Fulfillment

7/ System Info

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



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