MSP: Sample Requests

Definition

This capability allows Distributers with same corporate account to see the sample requests created by them created from the portal (Customers only see Samples they have created).

Accessing points

This capability can be accessed through several points in MSP detailed below : 

• Distributers Homepage 

• Customers Homepage

Detailed Capabilities

MSP user can access to :

• Sample requests list
• Sample request details
  • Linked to a specific sample request, comments will be available for MSP users and Solvay's internals to be able to discuss about the sample
• Sample request Creation (Customers can only create Samples from Digital Assistant option) 

Sample request list

This list presents all open sample requests and the closed ones (if they have been closed in the current or the past year)

It is presented in a table with the following columns : 

• Request Number
• Date of Request
• Status
• GBU
• Ship To
• Product
• Tracking Number

The list is presented in pages ( 10 per page)

The list can be filtered through  : 

• My Orders
• Request Number
• Status
• GBU
• Ship To
• Product

Every filter accepts multi-selections. The header of each column allows a sort (in the page ? in all the records ?)

The field Request Number is in blue and underlined. It is a link to access to details of an sample request, opening a new page.

A "New Sample" Button allows the user to create new sample request (see Sample Request section below)

 Note: For Customers this button is not available here but in the Product finder.  

Sample Request Details

The Sample Request detail page contains the following elements : 

This page is totally in a read-only mode. No field can be updated.

Sample Request Creation (Distributers)

The click on "New Sample" Button on the Sample Request list page opens the following page 

Distributer fills the following fields : 

• Product *
• Application * 
• Requested Quantity*
• Unit of Measure *
• Ship To Account *
• Account Manager
• Ship-To Contact name/addressee
• Ship-To Contact Phone
• Ship-To Contact Email
• Packaging
• Additional shipping information

Note: Clicking the + sign gives users the option to add more that one product which will create one Sample per product

Sample Request Creation (Customers)

Customer fills the following fields:

• Requested Quantity*
• Unit of Measure*
• Ship to Accounts (Only his own account is available for selection)*
• Ship-To Contact name/addressee
• Ship-To Contact Phone
• Ship-To Contact Email
• Additional shipping information

Once the creation validated, the sample request will be placed in a queue which can be consulted and managed by a CSR.

The CSR will have to add Sales organization information's and then validate it.

Transfer sample request created to SAP

Once a day, a batch is running. It gathers approved sample requests with Clamecy shipping plant and sends the grouped sample requests to SAP for orders creation. One sample request in Salesforce corresponds to one order line in SAP.

Data Model & Security

 There is no specific data model for MSP. The core data model is used.