Select Support Items (Product Management)
- Jan Tenenberg
Maica uses Salesforce’s native Opportunity Products to manage the inclusion of Support Items into an Opportunity where the record type is Service Agreement. The Product Management console provided by the Maica solution allows for the inclusion of Support Items that are validated against Plan Budgets as well as other existing Service Agreements using the following logic:
Only allow the inclusion of Support Items if the required Plan Budget has sufficient funds available
Only allow the inclusion of Support Items if the total of all active Service Agreements for the time period don’t exceed the required funds
It is optional to select a Plan and the first validation rule only applies if a Plan is associated with the Opportunity.
The inclusion of Support Items is done via the Product Management console by following the steps outlined below:
Open (or create) a new
Opportunityof typeService Agreement(as shown below)
Once created or selected, click the
Product Managementbutton to bring up theProduct Managementconsole (as shown below)
The
Product Managementconsole will show all already included Support Items and allow for the addition of other Support Item
At this stage, you are able to change
QuantityandRateto re-calculate theTotalClick on the
+Addbutton to show theAdd new Support Itemsconsole (as shown below)
In the
Schedulesection of this screen, you are able to specify the applicable schedule information for the projected services. This will populate all available Support Items in theAvailable Support Itemssection of the screen.Support Items are validated against Plan Budgets (if a Plan is associated)
Select all applicable Support Items by checking them for inclusion into the Service Agreement
Opportunityand clickAddto complete the process
Support Items marked with a next to them are favourite products which will always come up at the top of the list (pending validation).
Example Validation:
The Support Item
Access Community Social And Rec Activities - Level 2 - Weekday Daytimeis being added for a total quantity (usually Hours) of 40 at a total cost of $3,720.00The active Plan for the Participant has been associated with this Service Agreement
OpportunityThe active Plan has a Plan Budget Item for Support Category
Social,Community and Civic Participationof $5,000.00Another Service Agreement using this Support Item already exists at a total cost of $3,500.00
The following validation logic will now be applied:
Does the Plan have sufficient Budget to fulfil this Service Agreement
Total Budget: $5,000.00, Service Agreement: $3,720.00
Outcome: Available Budget is greater than required Budget for this Service Agreement → Pass
Would other existing Service Agreements already in place exceed the Plan Budget when combining it with this Service Agreement
Total existing Service Agreement(s) Value: $3,500.00
Value of this Service Agreement: $3,720.00
Total Value of all active Service Agreement(s): $7,220.00
Outcome: Total Budget for all active and existing Service Agreement would exceed total Plan Budget → Fail