edit order base quantity & order base value on opps_v8

8/19/2019 Edit Order Base Quantity & Order Base Value on Opps_v8

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Use this ti tle slide onl y wi th an im

age

Project Change Request

Edit Order Base Quantity and Order Base Value on Opportunities

CR1XXX

DRAFT


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© 2014 SA S! or an SA a""iliate #om$any% All rights reser&ed%

CR Submission Summary

DE Project Contin'o's Im$ro&ement

or!stream " Deli#erable

Caption " CR $itle

Submission Date

CR O%ners (elly )ali#*i+ (irra San*ey+ , -eanne Tse

&unctional 'rea " ProjectComponent

Renewal , Re$la#ement .$$ort'nities / Renewal and ew )'siness 'otes 'sed "or Re$la#ements

Current System Beha#ior (highle#el)

Ass'm$tion This CR ass'mes that the 'antity and et 3al'e "or ea#h line item on an order are #orre#t%

A"ter RD02+ the Renewal , Re$la#ement .$$ort'nities going "orward will #al#'late the .rder )ase 'antitysame way% The editing r'les "or the "ields will also e aligned to maintain the integrity o" the &al'es "or Fore#editing r'les elow also a$$ly to Renewal and Re$la#ement 'otes%6

R'le 1 For line items that are $'lled in "rom the order+ the .rder )ase 'antity and .rder )ase 3al'e is a ry anyone6%

R'le 2 For line items that are newly #reated+ the .rder )ase 'antity and .rder )ase 3al'e #an e edited

8owe&er+ on o$$ort'nities #reated e"ore the RD02 '$date+ the .rder )ase 'antity and/or .rder )ase 3atrans"erred "rom the $re&io's order% The .rder )ase 'antity may not mat#h the 'antity "rom the $re&io'sline item o" a 8ard )'ndle or e 9ero "or the #hild line items o" a Fle: )'ndle6 and/order the .rder )ase 3alet &al'e "rom the $re&io's order 5or e 9ero "or the $arent line item o" a 8ard )'ndle or e 9ero "or the #hiThis #o'ld lead to an in#orre#t "ore#ast or re$ort%

Also+ there isn


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CR Submission Summary

CR O%ners (elly )ali#*i+ (irra San*ey+ , -eanne Tse

&unctional 'rea " ProjectComponent

Renewal , Re$la#ement .$$ort'nities / Renewal and ew )'siness 'otes 'sed "or Re$la#ements

Requested System Beha#ior (highle#el)(trac!ing sheet Objecti#eStatement)

Re;'est to #reate a re$ort that #an e 'sed y any -ine o" )'siness 5-o)6 to #om$are the .rder )ase 'anline items on o$$ort'nities to the 'antity and A&erage Ann'al et 3al'e o" the line items on lin*ed $re&io's

Also+ re;'est to assign editing $ermissions "or the .rder )ase 'antity and .rder )ase 3al'e "ield when the$'lled in "rom the order% These "ields need to e editale y the .$erations Team+ who has een assigned thin this CR sho'ld also a$$ly to Renewal and Re$la#ement 'otes%

The goal is maintain the integrity o" the .rder )ase 'antity and .rder )ase 3al'e y limiting the $ersons w5$rimarily+ not allowing an A##o'nt !:e#'ti&e 5A!6 or C'stomer Retention !:e#'ti&e 5CR!6 to #hange the &aa$$ro$riate $ersons to #orre#t the &al'es in #ase they ha&e in#orre#tly trans"erred "rom the $re&io's order%

Business Priority 8igh

Business Priority *usti+ication

As $art o" the >olden >ate initiati&e+ "'n#tionality was #reated to determine the '$sell &al'e on order where

determined in the header 'sing the .rder )ase 3al'e as the renewal% Ina##'rately stating the .rder )ase 3al'e ma*es the #al#'lation in#orre#t%

RD,- Soonest $ossile%

.$ /og0 ?to e assigned "ollowing IT e&al'ation@


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Scope1 %hich elements in %hich distribution channels a

a++ected"adjusted (2"2)Distribution channel ,3 (4Cloud Direct5)

.$$ort'nities

'ote/Deal A$$ro&al

Case

Smart"orms 5e%g% IF+ F+ S#hed 16

'ote7.rder7Integration

an'al sales orders

6

Distribution channel ,7 (4Cloud .ndirect5)

6

.$$ort'nities

'ote/Deal A$$ro&al

Case

Smart"orms 5e%g% IF+ F+ S#hed 16

artner .rder , A$$ro&al

'ote7.rder7Integration

an'al sales orders

'ote oile/UIB A$$

Deal A$$ro&al oile/UIB A$$

8obility

6 6


5/15© 2014 SA S! or an SA a""iliate #om$any% All rights reser&ed%

Current &unctionality

A"ter RD02+ the Renewal , Re$la#ement .$$ort'nities going "orward will #al#'late the .rder )ase '

.rder )ase 3al'e the same way% The editing r'les "or the "ields will also e aligned to maintain the integ

&al'es "or Fore#asting and Re$orting% 8owe&er+ on o$$ort'nities #reated e"ore the RD02 '$date+ the .

'antity and/or .rder )ase 3al'e may ha&e in#orre#tly trans"erred "rom the $re&io's order%

Also+ there isn



Proposed Business Process

Starting %ith the Report

o A re$ort is r'n y ne#essary $erson5s6 within the -ine o" )'siness 5-o)6 and a dis#re$an#y

o$$ort'nity and $re&io's order5s6 is identi"ied

3al'es in the order are #on"irmed 'sing the signed #ontra#t5s6

I" the order is wrong+ the $erson5s6 will "ollow the 'siness $ro#ess de"ined y the -o)

This $ro#ess may in#l'de re;'esting $ermission "rom the )'siness .wner 5or delegate

'se the "ollowing ste$s as an e:#e$tion to #orre#ting the order% I" the order is #orre#t+ the $erson5s6 will $ro#eed to the "ollowing ste$

o A #omm'ni#ation is sent to the .$erations Team within the -o)

o The .$erations Team ma*es the #orre#tion

Please 9ote1 The signed #ontra#t is #onsidered the Eso'r#e o" tr'th% Also+ this 's

sho'ld ta*e $la#e e"ore the o$$ort'nity stat's is set to E)oo*ed%



Proposed &unctionality1 Search Criteria +or Report Pt: ;

Re;'est to #reate a re$ort that #an e 'sed y any -o) to #om$are the .rder )ase 'antity and .rde

3al'e "ields o" ea#h line item on oth renewal and re$la#ements o$$ort'nities to the 'antity and Ann'

3al'e o" the line items on the most re#ent/$re&io's+ lin*ed order5s6% This needs to a$$ly to all order ty$e

)'siness+ U$sell+ and Renewal%

It sho'ld e $ossile to sear#h "or in"ormation in "i&e ways y orders+ o$$ort'nities+ sales orgs+ $rod'#

endedo By Orders1 The end 'ser needs to e ale to r'n the re$ort y entering in an .rder ID or a list o" .r

o Hhen the 'ser sear#hes y .rder ID+ the system needs to $rod'#e a re$ort "or the most re#ent renewal or

o$$ort'nityo The re$ort sho'ld only in#l'de .$$ort'nities with .rigin A'to Renewal+ A#ti&e Renewal+ and Re$la#emeno The re$ort sho'ld e:#l'de o$$ort'nities with stat's Dis#ontin'edo I" a single line item on an o$$ort'nity re$resents m'lti$le line items "rom $re&io's orders that ha&e een #o

re$ort sho'ld show this 1many relationshi$

o By Opportunities1 The end 'ser needs to e ale to r'n the re$ort y entering an .$$ort'nity ID or

.$$ort'nity IDso The re$ort sho'ld only in#l'de .$$ort'nities with .rigin A'to Renewal+ A#ti&e Renewal+ and Re$la#emeno I" a single line item on an o$$ort'nity re$resents m'lti$le line items "rom $re&io's orders that ha&e een #o

re$ort sho'ld show this 1many relationshi$o The re$ort sho'ld "o#'s $rimarily on orders with stat's A##e$ted and only in#l'de orders with stat's

Terminated/Can#elled i" line items were trans"erred "rom that order to the o$$ort'nity that is eing sear#heo Also+ the re$ort sho'ld only in#l'des orders with renewal ty$e )lo#* Renewal i" line items were trans"erred

order to the o$$ort'nity that is eing sear#hed



Proposed &unctionality1 Search Criteria +or Report Pt: 2

o By Sales Org1 The end 'ser needs to e ale to r'n the re$ort y entering in a Sales .rg IDo To $re&ent endless $ro#essing+ the "ollowing #riteria m'st e de"ined y the end 'ser

o Date Range "or ERenewal 'arter+ EClosing Date+ EClosing 'arter+ or EClosing onth -ongo The system sho'ld de"a'lt to the #'rrent #losing ;'arter

o Fore#ast 'ali"i#ationo The system sho'ld de"a'lt to in#l'de Commit+ roale+ and U$side

o .$$ort'nity .rigino The system sho'ld only allow o$tions A'to Renewal+ A#ti&e Renewal+ and Re$la#ement .$

o Also to $re&ent endless $ro#essing+ the re$ort sho'ldo !:#l'de o$$ort'nities with stat's Dis#ontin'edo !:#l'de orders with stat's Terminated/Can#elledo For an order+ the system needs to $rod'#e a re$ort "or the most re#ent renewal or re$la#ement o$$o I" a single line item on an o$$ort'nity re$resents m'lti$le line items "rom $re&io's orders that ha&e

#omined+ the re$ort sho'ld show this 1many relationshi$o .nly in#l'de orders with renewal ty$e )lo#* Renewal i" line items were trans"erred "rom that order t

o$$ort'nity that is eing re$orted on



Proposed &unctionality1 Search Criteria +or Report Pt: <

o By Product .Ds1 The end 'ser needs to e ale to r'n the re$ort y entering a rod'#t ID or a list o

IDso The re$ort sho'ld a'tomati#ally e:#l'de orders with stat's Terminated/Can#elledo For an order+ the system needs to $rod'#e a re$ort "or the most re#ent renewal or re$la#ement o$$ort'nityo The re$ort sho'ld only in#l'de .$$ort'nities with .rigin A'to Renewal+ A#ti&e Renewal+ and Re$la#emeno I" a single line item on an o$$ort'nity re$resents m'lti$le line items "rom $re&io's orders that ha&e een #o

re$ort sho'ld show this 1many relationshi$o The re$ort sho'ld a'tomati#ally e:#'de o$$ort'nity with stat's Dis#ontin'edo Also+ the re$ort sho'ld only in#l'des orders with renewal ty$e )lo#* Renewal i" line items were trans"erred

order to the o$$ort'nity that is eing sear#hed



Proposed &unctionality1 Search Criteria +or Report Pt: -

o Open Ended1 The end 'ser needs to e ale to r'n an o$en7ended re$orto To $re&ent endless $ro#essing+ the "ollowing #riteria m'st e de"ined y the end 'ser

o Clo'd illar 7 The system sho'ld de"a'lt to in#l'de all Clo'd illarso Date Range "or ERenewal 'arter+ EClosing Date+ EClosing 'arter+ or EClosing onth -ong 7 Th

sho'ld de"a'lt to the #'rrent #losing ;'arter o Fore#ast 'ali"i#ation 7The system sho'ld de"a'lt to in#l'de only Commit+ roale+ and U$sideo .$$ort'nity .rigin 7 The system sho'ld only allow o$tions A'to Renewal+ A#ti&e Renewal+ and Re$

o Also to $re&ent endless $ro#essing+ the re$ort sho'ldo !:#l'de o$$ort'nities with stat's Dis#ontin'edo !:#l'de orders with stat's Terminated/Can#elledo For an order+ the system needs to $rod'#e a re$ort "or the most re#ent renewal or re$la#ement o$$o I" a single line item on an o$$ort'nity re$resents m'lti$le line items "rom $re&io's orders that ha&e

#omined+ the re$ort sho'ld show this 1many relationshi$o .nly in#l'de orders with renewal ty$e )lo#* Renewal i" line items were trans"erred "rom that order t

o$$ort'nity that is eing re$orted on


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Proposed &unctionality1 &ields on Resulting Report

Re;'est to ha&e the o'$'t o" the re$ort in#l'de the "ields in the atta#hed !:#el "ile

Microsoft Excel

Worksheet


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Proposed &unctionality

Re;'est to assign editing $ermissions "or the .rder )ase 'antity and .rder )ase 3al'e "ields when t

ha&e een $'lled in "rom the order%o These "ields need to e editale y the memers o" the .$erations Team+ who has een assigned to

The editing $ermissions sho'ld a$$ly to Renewal .$$ort'nities and Re$la#ement .$$ort'nities%o They sho'ld also a$$ly the Renewal 'otes and Re$la#ement 'otes%o These $ermissions will e a$$ro&ed y gloal a$$ro&er+ A:el 8a#h 5I0BGG=46%

The goal is maintain the integrity o" the .rder )ase 'antity and .rder )ase 3al'e y limiting the $erso

#hange the &al'es 5$rimarily+ not allowing an A##o'nt !:e#'ti&e 5A!6 or C'stomer Retention !:e#'ti&e

#hange the &al'es6+ 't to ma*e it $ossile "or a$$ro$riate $ersons to #orre#t the &al'es in #ase they ha

in#orre#tly trans"erred "rom the $re&io's order%


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Proposed &unctionality

For $ersons witho't the role+ the

.rder )ase 'antity and .rder

)ase 3al'e sho'ld remain read7

only "ields 5#annot e edited6+when the line items are $'lled in

"rom the order%

For $ersons with and witho't the

role+ the .rder )ase 'antity and

.rder )ase 3al'e sho'ld remain

editale "ields "or newly #reated

5either y #o$ying or #reating

man'ally6 line items%


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Change 8anagement

=o% does this impact e>isting opportunities in progress and a+ter Deal 'ppro#al?o The system needs to only allow edits when the o$$ort'nity has stat's ew+ In $ro#ess+ or Hon

o

The system needs to only allow edits when the ;'ote has stat's 'ote in rogress Do you e>pect any o+ the questions inside Deal 'ppro#al to change?

o ot at this time

=o% %ill change management be handledo Training

o Comm'ni#ations

o Roll o't $lan

.mpacts on other areas (.nterloc!s) @o one

Other impacts?o Im$a#ts new "'n#tionality added as $art o" >olden >ate initiati&e to #al#'late the '$sell 'sing )ase

d'$li#ating the ase is o&erstated and the #al#'lation is in#orre#t%


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CR Planning Summary

Change Request 9umber 2C04

.$ /ead1

Business /ead1

.$ Resources 'ssigned1

Estimated E++ort1

Estimated Deli#ery Date1

Planned Release1

edit order base quantity & order base value on opps_v8

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