Provide BCS Team with access to Price Manager for reference 11 May 2025 OR send BCS Team the Price Manager worksheet downloads 11 May 2025 WKS 1 - Catalogue and Product Hierarchy Valio team to review and validate technical documents (User Management, Product List and Catalog, Quote Fields) provided by the development team. 06 Jun 2025 06 Jun 2025 WKS17 - Pricing Admin and Management Valio Team to discuss this potential implementation with Zilliant. WKS - Parent Customer Data Aggregation Valio Team will simplify Guidance feature significantly by stripping down most options. Details to be placed into the excel mock-up. WKS 6b - Business Process Definition: Part 2 Tomi and Teemu to finalise structure and values of rebate scaling tables (yearly + marketing). WKS 14 - Rebates Management Define the technical logic and fields for rebate eligibility tagging at line-item level. WKS 14 - Rebates Management Valio team to define data structure for the Valio Guidance table. WKS17 - Pricing Admin and Management The data structure for Valio guidance needs to be defined. WKS16 - Pricing Logic A session with the Zilliant data scientist (Natalia) is needed to clarify the exact lookup methodology for existing vs. new customers and the structure of the output tables once Valio has signed off on the Price IQ recommendations. WKS16 - Pricing Logic Valio to check if they want to have tricky exceptions about rebates in the contract, and change excel model accordingly WKS 12 - Document Generation and Templates Valio to decide if Contact Info/Service Hours will be dynamic or static information. WKS 12 - Document Generation and Templates Omar to consult expert in agreement management. WKS 12 - Document Generation and Templates Tomi to finalise Excel formulas for rebate calculations (yearly and marketing) and share for review. WKS 14 - Rebates Management Valio to define logic and formulas for margin calculation as well a lookup table for ‘margin targets’ that drive quote approval triggers. WKS 13 - Approval Workflow and Algorithm Need to have a call about how to manage translations – use one of the placeholders WKS 12 - Document Generation and Templates BCS to document quote model and structure for Valio to review WKS 11b - Quote Model and Structure Part 2 BCS to assess requirements for customer master data processing, so as to capture the relevant parent customer data from the original children in customer master and transactions (eg geography, category…) WKS 11b - Quote Model and Structure Part 2 Valio to redesign lookup table for Basic Milk guidance WKS 11b - Quote Model and Structure Part 2 Valio to check if there is a field in Product master that could be used to flag products as ‘Basic Milk’ or the other relevant categories within the Valio guidance and regulatory limits WKS 11b - Quote Model and Structure Part 2 Team to consider consolidating the multiple Valio guidance tables into a single table WKS 11b - Quote Model and Structure Part 2 BCS team to ask Zilliant if possible to visually highlight item lines based on the product discontinuation logic WKS 11b - Quote Model and Structure Part 2 Team to review and potentially remove unnecessary fields from standard quote screen WKS 11a - Quote Model and Structure Part 1 BCS and Valio to continue applying pressure on Zilliant to enhance product features and meet requirements WKS 11a - Quote Model and Structure Part 1 Valio to decide how ‘extension to contract period’ should be defined (eg specific date, number or years/ months…) WKS 11a - Quote Model and Structure Part 1 BCS to get info from Zilliant on limitations of CPQ in terms of max elements to display as quote line columns and expansion rows (within a line). WKS 10 - Quote Pricing and Discount Structure In next workshop, define multiple quote types: eg initial quote and amendment quote WKS 10 - Quote Pricing and Discount Structure Revisit user experience to define which columns should be on the ‘left-hand’ side of the quote-line screen (ie most important for the user) versus additional columns to move to the right-hand side. WKS 10 - Quote Pricing and Discount Structure In next workshop, design quote model with team identifying mandatory and set which fields to have as columns versus expansion of price items WKS 10 - Quote Pricing and Discount Structure BCS team to provide template for Valio team to fill list of values to be displayed in drop-down lists (English and Finnish versions) WKS 8 - Customer Management Need a technical design decision on how to aggregate the unique parent rows from Customer Master - deadline during Sprint 1 WKS 8 - Customer Management Valio team to draft opportunity and quote lifecycle processes, an discuss in upcoming workshop WKS 8 - Customer Management Define quote lifecycle stages and associated user rights - future quote lifecycle management workshop WKS 7 - Roles and User Management Need to define structure/process for Product Templates WKS 7 - Roles and User Management BCS to assess complexity of requirements versus assumptions from original project estimate WKS 6b - Business Process Definition: Part 2 BCS to meet with Zilliant to understand the API to connect CPQ-PM so we decide where the LMD tables will live. WKS 6b - Business Process Definition: Part 2 Define if we need 3 or 4 tabs for define Net Prices, according to distribution channel: 1) Valio WH, 2) Valio Factory 3) FSD Delivery Channel 4) Cash & Carry Store, or combine 3)+4) WKS 6b - Business Process Definition: Part 2 BCS to ask Zilliant CPQ team if we can have two types of quote lines: on at product group (for discounts) and one at product ID (for net prices) WKS 6b - Business Process Definition: Part 2 Valio team to determine how to populate Sales Allocation tables by Customer and Customer Segment - manually or using Price IQ automation WKS 6b - Business Process Definition: Part 2 Teemu developing Excel mock-up for system design, team to collaborate on formulas WKS 6a - Business Process Definition: Part 1 BCS + Valio team to define all required additional locally managed tables and decide which ones to be maintained in CPQ versus Price Manager WKS 4 - ERP Integration .png)