Project Change Request

Edit Order Base Quantity and Order Base Value on Opportunities

CR1XXX

Internal

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CR Submission Summary
DE Project

Continuous Improvement

Workstream / Deliverable
Caption / CR Title
Submission Date
CR Owners

Kelly Balicki, Kirra Sankey, & Leanne Tse

Functional Area / Project

Component

Renewal & Replacement Opportunities / Renewal and New Business Quotes used for Replacements
Assumption: This CR assumes that the Quantity and Net Value for each line item on an order are correct.
After RD02, the Renewal & Replacement Opportunities going forward will calculate the Order Base Quantity and Order Base Value the
same way. The editing rules for the fields will also be aligned to maintain the integrity of the values for Forecasting and Reporting. (The
editing rules below also apply to Renewal and Replacement Quotes.)
Rule 1: For line items that are pulled in from the order, the Order Base Quantity and Order Base Value is a read-only field (cannot be edited
by anyone).

Current System Behavior (high

level)

Rule 2: For line items that are newly created, the Order Base Quantity and Order Base Value can be edited by anyone.
However, on opportunities created before the RD02 update, the Order Base Quantity and/or Order Base Value may have incorrectly
transferred from the previous order. The Order Base Quantity may not match the Quantity from the previous order (or be zero for the parent
line item of a Hard Bundle or be zero for the child line items of a Flex Bundle) and/order the Order Base Value does not equal the Annual
Net value from the previous order (or be zero for the parent line item of a Hard Bundle or be zero for the child line items of a Flex Bundle).
This could lead to an incorrect forecast or report.
Also, there isnt a report that can be used by any Line of Business (LoB) to compare the Order Base Quantity and Order Base Value of the
line items on opportunities to the Quantity and Average Annual Net Value of the line items on linked previous orders.

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

CR Submission Summary
CR Owners

Kelly Balicki, Kirra Sankey, & Leanne Tse

Functional Area / Project

Component

Renewal & Replacement Opportunities / Renewal and New Business Quotes used for Replacements
Request to create a report that can be used by any Line of Business (LoB) to compare the Order Base Quantity and Order Base Value of the
line items on opportunities to the Quantity and Average Annual Net Value of the line items on linked previous orders.

Requested System Behavior (high

level)
(tracking sheet Objective
Statement)

Also, request to assign editing permissions for the Order Base Quantity and Order Base Value field when the line items that have been
pulled in from the order. These fields need to be editable by the Operations Team, who has been assigned this role. The editing permissions
in this CR should also apply to Renewal and Replacement Quotes.
The goal is maintain the integrity of the Order Base Quantity and Order Base Value by limiting the persons who can change the values
(primarily, not allowing an Account Executive (AE) or Customer Retention Executive (CRE) to change the values), but to make it possible for
appropriate persons to correct the values in case they have incorrectly transferred from the previous order.

Business Priority

High

Business Priority Justification

As part of the Golden Gate initiative, functionality was created to determine the upsell value on order where renewal and upsell were
determined in the header using the Order Base Value as the renewal. Inaccurately stating the Order Base Quantity and the Order Base
Value makes the calculation incorrect.

RD04

Soonest possible.

IT Log#

<to be assigned following IT evaluation>

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Internal

Scope: which elements in which distribution channels are

affected/adjusted (2/2)
Distribution channel 06 (Cloud Direct)

Distribution channel 07 (Cloud Indirect)

Opportunities

Opportunities

Quote/Deal Approval

Quote/Deal Approval

Case

Case

Smartforms (e.g. IFQ, PFQ, Sched 1)

Smartforms (e.g. IFQ, PFQ, Sched 1)

Quote-Order-Integration

Partner Order & Approval

Manual sales orders

Quote-Order-Integration
Manual sales orders

Mobility
Quote Mobile/UI5 App
Deal Approval Mobile/UI5 App

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Internal

Current Functionality
After RD02, the Renewal & Replacement Opportunities going forward will calculate the Order Base Quantity and
Order Base Value the same way. The editing rules for the fields will also be aligned to maintain the integrity of the
values for Forecasting and Reporting. However, on opportunities created before the RD02 update, the Order Base
Quantity and/or Order Base Value may have incorrectly transferred from the previous order.
Also, there isnt a report that can be used by any Line of Business (LoB) to compare the Order Base Quantity and
Order Base Value of the line items on opportunities to the Quantity and Average Annual Net Value of the line items
on linked previous orders.
Quantity and Annual prices on the Order
on Renewal Opp.

2014 SAP SE or an SAP affiliate company. All rights reserved.

Order Base Quantity and Order Base Value

Internal

Proposed Business Process

Please Note: The signed contract is considered the source of truth. Also, this business process
should take place before the opportunity status is set to Booked.
Starting with the Report
o

A report is run by necessary person(s) within the Line of Business (LoB) and a discrepancy between the
opportunity and previous order(s) is identified
Values in the order are confirmed using the signed contract(s)
If the order is wrong, the person(s) will follow the business process defined by the LoB to correct the order.
This process may include requesting permission from the Business Owner (or delegate) within the LoB to
use the following steps as an exception to correcting the order.
If the order is correct, the person(s) will proceed to the following step

A communication is sent to the Operations Team within the LoB

The Operations Team makes the correction

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Proposed Functionality: Search Criteria for Report Pt. 1

Request to create a report that can be used by any LoB to compare the Order Base Quantity and Order Base
Value fields of each line item on both renewal and replacements opportunities to the Quantity and Annual Net
Value of the line items on the most recent/previous, linked order(s). This needs to apply to all order types: New
Business, Upsell, and Renewal.
It should be possible to search for information in five ways: by orders, opportunities, sales orgs, products, and open
ended
o By Orders: The end user needs to be able to run the report by entering in an Order ID or a list of Order IDs
o
o
o
o

When the user searches by Order ID, the system needs to produce a report for the most recent renewal or replacement
opportunity
The report should only include Opportunities with Origin: Auto Renewal, Active Renewal, and Replacement Opp.
The report should exclude opportunities with status Discontinued
If a single line item on an opportunity represents multiple line items from previous orders that have been combined, the
report should show this 1:many relationship

o By Opportunities: The end user needs to be able to run the report by entering an Opportunity ID or a list of
Opportunity IDs
o
o
o
o

The report should only include Opportunities with Origin: Auto Renewal, Active Renewal, and Replacement Opp.
If a single line item on an opportunity represents multiple line items from previous orders that have been combined, the
report should show this 1:many relationship
The report should focus primarily on orders with status Accepted and only include orders with status
Terminated/Cancelled if line items were transferred from that order to the opportunity that is being searched
Also, the report should only includes orders with renewal type Block Renewal if line items were transferred from that
order to the opportunity that is being searched

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

Proposed Functionality: Search Criteria for Report Pt. 2

o By Sales Org: The end user needs to be able to run the report by entering in a Sales Org ID
o To prevent endless processing, the following criteria must be defined by the end user
o
o
o

Date Range for Renewal Quarter, Closing Date, Closing Quarter, or Closing Month Long
o The system should default to the current closing quarter
Forecast Qualification
o The system should default to include Commit, Probable, and Upside
Opportunity Origin
o The system should only allow options: Auto Renewal, Active Renewal, and Replacement Opp.

o Also to prevent endless processing, the report should

o
o
o
o
o

Exclude opportunities with status Discontinued

Exclude orders with status Terminated/Cancelled
For an order, the system needs to produce a report for the most recent renewal or replacement opportunity
If a single line item on an opportunity represents multiple line items from previous orders that have been
combined, the report should show this 1:many relationship
Only include orders with renewal type Block Renewal if line items were transferred from that order to the
opportunity that is being reported on

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

Proposed Functionality: Search Criteria for Report Pt. 3

o By Product IDs: The end user needs to be able to run the report by entering a Product ID or a list of Product
IDs
o
o
o
o
o
o

The report should automatically exclude orders with status Terminated/Cancelled

For an order, the system needs to produce a report for the most recent renewal or replacement opportunity
The report should only include Opportunities with Origin: Auto Renewal, Active Renewal, and Replacement Opp.
If a single line item on an opportunity represents multiple line items from previous orders that have been combined, the
report should show this 1:many relationship
The report should automatically excude opportunity with status Discontinued
Also, the report should only includes orders with renewal type Block Renewal if line items were transferred from that
order to the opportunity that is being searched

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

Proposed Functionality: Search Criteria for Report Pt. 4

o Open Ended: The end user needs to be able to run an open-ended report
o To prevent endless processing, the following criteria must be defined by the end user
o
o
o
o

Cloud Pillar - The system should default to include all Cloud Pillars
Date Range for Renewal Quarter, Closing Date, Closing Quarter, or Closing Month Long - The system
should default to the current closing quarter
Forecast Qualification -The system should default to include only Commit, Probable, and Upside
Opportunity Origin - The system should only allow options: Auto Renewal, Active Renewal, and Replacement Opp

o Also to prevent endless processing, the report should

o
o
o
o
o

Exclude opportunities with status Discontinued

Exclude orders with status Terminated/Cancelled
For an order, the system needs to produce a report for the most recent renewal or replacement opportunity
If a single line item on an opportunity represents multiple line items from previous orders that have been
combined, the report should show this 1:many relationship
Only include orders with renewal type Block Renewal if line items were transferred from that order to the
opportunity that is being reported on

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

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Proposed Functionality: Fields on Resulting Report

Request to have the ouput of the report include the fields in the attached Excel file:

Microsoft Excel
Worksheet

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Internal

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Proposed Functionality
Request to assign editing permissions for the Order Base Quantity and Order Base Value fields when the line items
have been pulled in from the order.
o These fields need to be editable by the members of the Operations Team, who has been assigned this role.
o The editing permissions should apply to Renewal Opportunities and Replacement Opportunities.
o They should also apply the Renewal Quotes and Replacement Quotes.
o These permissions will be approved by global approver, Axel Hach (I057734).
The goal is maintain the integrity of the Order Base Quantity and Order Base Value by limiting the persons who can
change the values (primarily, not allowing an Account Executive (AE) or Customer Retention Executive (CRE) to
change the values), but to make it possible for appropriate persons to correct the values in case they have
incorrectly transferred from the previous order.

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

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Proposed Functionality
For persons without the role, the
Order Base Quantity and Order
Base Value should remain readonly fields (cannot be edited),
when the line items are pulled in
from the order.

For persons with and without the

role, the Order Base Quantity and
Order Base Value should remain
editable fields for newly created
(either by copying or creating
manually) line items.

2014 SAP SE or an SAP affiliate company. All rights reserved.

Internal

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Change Management
How does this impact existing opportunities in progress and after Deal Approval?
o The system needs to only allow edits when the opportunity has status New, In process, or Won
o The system needs to only allow edits when the quote has status Quote in Progress

Do you expect any of the questions inside Deal Approval to change?

o Not at this time

How will change management be handled

o Training
o Communications
o Roll out plan

Impacts on other areas (Interlocks)

o None

Other impacts?
o Impacts new functionality added as part of Golden Gate initiative to calculate the upsell using Base Order Value. If this is
duplicating the base is overstated and the calculation is incorrect.

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Internal

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CR Planning Summary
Change Request Number

Q2C0468

IT Lead:
Business Lead:
IT Resources Assigned:
Estimated Effort:
Estimated Delivery Date:
Planned Release:

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Internal

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