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WKS 4 - ERP Integration
Workshop on to cover ERP integration
Participants
Name | Company | Role |
|---|---|---|
Teemu Salonen | Valio | Pricing Analyst |
Tomi Toivonen | Valio | Pricing Manager |
Alain Becker | Pearson Ham Group | Operation Manager |
Christiaan Van Eden | Pearson Ham Group | Consultant |
Omar Bendada | Ben Consulting Services | Business Analyst |
Sofia Simaria | Ben Consulting Services | Proxy Product Owner |
Jorma Sinisalo | Valio | IT / ERP |
Goal
This workshop is for understanding the data exchange between SAP and Zilliant CPQ and defining the Data Mapping in and out from the CPQ.
Workshop materials
Topic | Document | Comment |
|---|---|---|
Main results
ERP Integration Strategy
Decision confirmed: All data should go through Price Manager before reaching ERP
BCS Team will implement CPQ to Price Manager integration, but not Price Manager to ERP integration
Zilliant Price Manager implementation team will ensure communication flows between systems
Data exchange strategy discussed between Price Manager, CPQ, and SAP, with temporary Excel solution for rebate details
Future goal: Automate rebate data transfer via APIs once SAP rebate management system is operational
Data Management and Tables
Output tables in Price Manager will serve as inputs for CPQ integration
Price management integration will include enriched product master data with local managed tables
Two new output tables for agreements specific net prices and product group discounts need to be implemented in PM:
Agreement specific net prices
Product group discount
Rebates (draft only)
Existing tables in Price Manager – mostly will be input to CPQ (price recs, product master, locally managed data)
The 2 new output tables will have very similar structure to the existing output tables. Valio will add the 2 new tables to Z DIOS and then share the structure with us.
Action list
- Valio team to update DIOS from Zilliant Price Manager system to incorporate new required tables (output tables and locally managed tables)
- BCS + Valio team to define all required additional locally managed tables and decide which ones to be maintained in CPQ versus Price Manager
- Valio team to provide download of all Price Manager tables that are inputs to CPQ (master data, locally manages, pricing, MSP etc)
- Sofia to setup call with Zilliant tech team regarding API between CPQ-PM
Decisions
- No integration between CPQ and ERP. All typical data exchanges between CPQ and ERP will be done via Price Manager
- Rebates directly downloaded from CPQ
List of requirements
Inbound Data to CPQ:
Product Master Data, from Price Manager
Customer Master Data, from Price Manager - requires processing to aggregate at parent customer level.
Pricing and Cost (MSP) Data, from Price Manager.
Price IQ recommendations, from Price Manager
Segment price lists, from Price Manager
Lookup Tables (e.g., product positioning), from Price Manager
Customer Segmentation Data, from Price Manager
Outbound Data from CPQ:
Contracted product net prices, to SAP via Price Manager.
Contracted product group discounts, to SAP via Price Manager.
Customer rebates, manual download from CPQ
Session recording
https://tldv.io/app/meetings/68219cf676bb060013e7aa39/