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Pending Questions:

  • Are Products in Core always exclusively GBU specific? ie, the quoting tool being developed will only use Products where GBU = Novecare? Yes
    • Are the Novecare GBU products used by any other GBU? No
  • Is the Active/Inactive value of Products currently being used? Yes
  • What is the "Generic Product" checkbox supposed to represent?
    • Used to allow linking Opps to Products that do not really represent a "sellable" product - for interim stages of the Quoting/Selling process
    • Exclude these Generic Products from the Quoting Process...
  • Are Level lookups filtered by Level? No
  • Are Level lookups filtered by GBU (only a GBU level 4 can be parent of a GBU level 5) No


Product

What Products need to be "quotable" - Level 5 only


Manufacturing Plant - confirm that Utilities records in Core where Type = Plant and Involved GBU includes Novecare - correspond to the needed Solvay Manufacturing Plants for Novecare

Report - https://solvay-crm.lightning.force.com/lightning/r/Report/00O0800000526yvEAA/view?queryScope=userFolders

  • what specific data from the Manufacturing Plant is required for the purposes of calculating Quote prices?#
    • Country / Region


Shipping Plant -ie, Warehouses - this is only relevant to calculate the Logistics and Duties variable Costs

what are these? does this mean that the Manufacturing Plant can be different than the Shipping Plant for a specific customer Order, and as such affecting the prices (which would in turn need to be reflected in the Quote sent to the Customer via SF?)

  • what specific data from the Shipping Plant is required for the purposes of calculating Quote prices?

Price floor

  • One per Product? On which Level? (4 and 5?)
  • What format? Currency? Currency per UOM (EUR/KG)

Order Fulfillment (MTO/MTS)

What is this? a Lookup? a text field?

Product Levels 1/2/3

Already existent in the Product object

Product Status

Defined by Active TRUE/FALSE checkbox on Product object


Product Code (PRS)

What is this? a Lookup? a text field?Product Code (RCS)

Product Code (RCS)

What is this? a Lookup? a text field?Product Code (RCS)

Customer

Ship To - how will this affect pricing in Quotes?

Incoterms - how will this affect pricing in Quotes?


Region

As a Global picklist value set



Price Policy Versus Price Floor

Pricing Policy - computation that starts from Margin Policy (captured at Product Level 4 - varies according to Region, Market and Product); Marketing Directors will be maintaining the Margin Policy

  • plus Variable Manufacturing Costs (depends only on Product)
  • plus Duties and Logistics Costs (depends on Customer location and Incoterms)

Price Floor 

  • it is a fixed value that is calculated based on:
    • Product Level 5 + Manufacturing Plant
  • only depends on Product - no relation to Market or Region nor Logistics and Duties

Price Floor will be inputted in SF directly per Product Level 5 

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