Summary:
Upon approval at Impulse, the Global Cost Engine at Xvantage will provide notifications to GDL, Quote and Order exception platforms, so that appropriate user notifications followed by re-costing and pricing can be done. Below are some FAQs related to this function.
Table of Contents:
What notifications will be available once there are GCE cost updates?
What is GCE’s cost impact on CRM?
What is GCE’s cost impact on Xvantage™ Quotes?
Question 1: What notifications will be available once there are GCE cost updates?
Answer:
Indicator & Alert Notes
Pricing & Discounts and Order lines – Cost update Indicator
There will be an indicator (I icon) in the cost column in order line and pricing and discount (refer the screenshot mock-up), and also, when user does mouse over, they will get to view the latest alert status.Alert (Notes)
Message: The cost for (Vendor VPN) SKU, from vendor "A" has been revised to “X” EURO or USD, Effective from “Date” reflecting an increase, Status “as received from GCE"Capture the event in Notes (header level)
Automated notes are added on existing Impacted open orders that are not yet printed
Both the messages will be captured - based on GCE initial notification and also vendor cost update (approval) notification
Question 2: What is GCE’s cost impact on CRM?
Answer:
Scope
This applies only to draft quotes created manually or through the quote editor (self-serve) flow. Out of Scope (for MVP) includes:
Scheduled (pre-update) vendor cost changes
Activated quotes
Deal-based quotes
Features
Cost update check via GCE API on quote load.
Pre-update alerts showing if cost will increase or decrease, with a warning to associates.
Post-update notifications indicating cost was updated and may impact price.
Manual price refresh option for associates (no auto-refresh to preserve manual overrides).
CRM Behavior
Quote - On load for quotes, CRM will call the GCE API to check if there is a cost update configured.
Pre-Update: CRM will show if the cost increases or decreases. A warning message will be shown to the associate that the cost will be updated.
Post-Update: Based on the cost update date, the effective date, CRM will show a message that the cost was updated and may impact price. The Associate will have to refresh the price manually. There is no auto refresh from CRM. The auto refresh will override the price but, in some cases, the Associate may override the price manually and will lose the reference.
There is no impact to activated quotes
Quotes that are already activated will not be updated or alerted.
These quotes retain their original pricing, regardless of vendor cost changes.
Question 3: What is GCE’s cost impact on Xvantage™ Quotes?
Answer:
Xvantage™ Behavior : The system detect cost updates via PNA.
Scope: This applies only to draft quotes created manually or by quote editor (self-serve) flow. Out of Scope (for MVP) includes the below:
Scheduled (pre-update) vendor cost changes
Activated quotes
Deal-based quotes
There is no impact to activated quotes such as:
Quotes that are already activated will not be updated or alerted.
These quotes retain their original pricing, regardless of vendor cost changes.
Draft Quote Handling: When a user opens a draft quote or on the page load, X4C should call:
Fresh PNA (Price & Availability) call to get updated pricing.
If any Line level price has changed:
There will be a display banner at the top of the quote stating: “Prices on your quote have changed. Activate your quote to lock in prices.”
There will show a line-level message stating: “Price has been refreshed.”
Clearly show price increase or decrease at both:
Quote summary level
Individual product line level
There will be no action or alerts based on scheduled (pre-update) changes.
