Once the Account Manager has created a one quote line item he has to set all needed information.
This document describe all requested process and behaviour during that process.
1/ Set OQLI data
The Account manager need to fill some data at OQLI level.
1.1/ Manufacturing plant
User can select From the object "Material plant SKU" and the record that match the following :
- OQLI. Product = MPSKU.Product
- MPSKU.Record type = Manufacturing plant
- MPSKU is Active
If there are only one option available then the system autofill the Manufacturing plant field
If there are more than one option the system display a dropdown list where the user need to select the appropriate Manufacturing plant
Additional Rule
To avoid any confusion on dummy plants by region and avoid issues on price guidance calculation, The Manufacturing plant is set as read only on the OQLI LWC if One Quote BU = “AT - Polymer Additives”
1.2/ Shipping plant
User can select From the object "Material plant SKU" and the record that match the following :
- OQLI. Product = MPSKU.Product
- MPSKU.Record type = Shipping plant
- MPSKU is Active
If there are only one option available then the system autofill the Manufacturing plant field
If there are more than one option the system display a dropdown list where the user need to select the appropriate Manufacturing plant
1.3/ Ship To
The Ship to is automatically set to the Quote.Ship To.
However the user can decide to remove it and change it to a new one.
The user can select ANY ship to. (no restrictions are applied)
1.4/ Incoterms
Incoterms are set automatically to the Qote.Incoterms
However the user can decide to change it to any values
1.5/ Estimated Annual Volume
This field is a manual entry from the user in order to specify the Estimated Annual Volum of that product for the Sold to.
Based on the value set, the system will automatically try to identify the appropriate volume bracket based on the following :
- Product Level 4 + Region +Is Active ==> RMP
- Estimated Annual Volume ==> Volume bracket
- For all volume bracket of the RMP select the max "From Volume" where From Volume >= Estimated Annual volume
Based on that selection the following fields are calculated :
- Margin Guidance
- Price Guidance
1.6/ Quoted Price
The quoted price need to be set by the user.
If the quoted price is below the "Price Guidance" it is requested to set a "Rationale". A validation rule will test this rule
==> Describe calculations of all prices See 2 / Price Settings Calculation
1.7/ Description & Special Customer information
The user can add any comment in the description. It is used by the Account manager to share information with the line approver.
The Special Customer information set by the Account Manager will be set in the Quote PDF
1.8/ Legal Entity
Prefilled with the quote Legal Entity
Can be modified by the account manager
1.9/ Contractual Commitment
By default it is set to Soft.
User can change it to the following :
- Contract (separate, written, legally binding document)
- Hard quote (preventing price renegotiation before end date)
- Soft quote (allowing price renegotiation before end date)
1.10 / Minimum Order Quantity & Lead Time Days
When the Shipping plant is specified or updated we retreive the following information and set it to the One Quote Line Item :
- Can not be modified :
- Stock Holding Strategy
- Can be modified :
- Quote Line . Minimum Order Quantity = Shipping Plant . Minimum Order Quantity
- Quote Line . Lead Time Days = Shipping Plant . Lead Time Days
The Account manager can change theses values following some validation rules :
- The “Lead time” must be greater than the established catalogue lead time
- You can't define a minimum order quantity below the catalog one.: [SLV49_Minimum_order_quantity__c]
1.11/ Scale Pricing
The Accout Manager can specify 3 Scale pricing if needed.
By clicking on "Enable Scale Pricing" we have the following behaviour
- New small table that display the following :
- Bracket 1 :
- From
- Price : Is driven by the quoted price. The account manager can not use it here
- Bracket 2 :
- From
- Must be above from the Bracket 1.From
- Price
- From
- Bracket 3 :
- From
- Must be above from the Bracket 2.From
- Price
- From
- Bracket 1 :
- There are no restriction on the price that are set.
The Minimum price set here will be used in the Approval Process : FD - [CORE] 5 - Approval
If the user unset the "Enable Scale Pricing" all the bracket and price are set to null.
1.12 / specific shipping plant
Let the Account manager the possibility to decide if my price applies to a specific shipping plant or to all.
This field is used in both field : SLV44_SAP_Plant & SLV44_SAP_Table from OQLI.
See the detail here : SF - Novecare - Data push to SAP
3/ Price Settings inactivation
If an OQLI has price settings inactive and the status of the quote is Draft then
IF OQLI.Price Setting Active = FALSE && Quote.Status = DRAFT THEN:
Disable all fields (except Delete button) of the Line Item and set a banner message on top of the Line Item with the following message:
“This Line does not have an active price setting : ” + OQLI.Price Setting inactive Reason
