1. Detailed Description of Sellable Scope

1.1 Predefined Sellable Scope Scenarios

• All
  • The record owner is the current user or the current user’s subordinate.
  • Or the Related Teams include the current user or the current user’s subordinate.
  • Or in Data Permission Management the Account’s Data Sharing rule shares records owned by the record owner or the owner’s Dept. with the current user, the current user’s Dept., or the current user’s user group.
  • Or the data is “My Responsible Departments”.

• My Responsibilities: record owner is the current user

• Participated by Me: Related Teams include the current user

• My Responsible Departments:
  • The current user is the head of their primary Dept.
  • And the Related Teams’ primary Dept. in the record is that Dept.
  • Note: Whether the responsible Dept. includes all subordinate data is determined by CRM Management → Rules Settings → Basic Settings → “Upper-level Visible Data Range”.

• Responsible by My Subordinates: record owner is a subordinate of the current user

• My Subordinates Participated: Related Teams include the current user’s subordinates

• Shared With Me: In Data Permission Management the Contact’s Data Sharing rule shares records owned by the record owner or the owner’s Dept. with the current user, the current user’s Dept., or the current user’s user group

Notes: - CRM Administrators can view all data. - Records whose status is “Voided” are visible only to CRM Administrators; others cannot view them.

1.2 Sellable Scope Operations

1.2.1 Sellable Scope Switch

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• Sellable Scope toggle:
  • Once enabled it cannot be disabled.
  • When enabled, Sales Orders, Quotations, and Opportunity 2.0 will request the selected Account/or Partner’s applicable Sellable Scope, including sellable Products and applicable Price Lists.
• Execute Sellable Scope Priority? (see section 4.3 for details)
  • Priority order: [Price List assigned to Specified Accounts] > [Sellable Scopes matching conditions] > [Sellable Scopes applicable to All Accounts]
  • If enabled: priority applies
    1. If multiple Sellable Scopes are configured and their Sellable Accounts’ “applicability” differs, the higher-priority Sellable Scope applies.
    2. If multiple Sellable Scopes are configured and their Sellable Accounts’ “applicability” is the same, the effective Sellable Scope is the union of those Sellable Scopes.
  • If disabled: the effective Sellable Scope is the union of all matching Sellable Scopes.

1.2.2 Create a Sellable Scope

(1) Ways to create a Sellable Scope - Manual: from the Price List list page - Import: supports only simultaneous master-detail import using [Add New Data]

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• Imported data can specify Accounts or Products (condition-based import is not supported)

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(2) Business rules for creating a Sellable Scope

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• Sellable Scope Name: name as needed, e.g., “Level XX 2020 Sellable Scope”
• Status: Enabled/Disabled. Enabled: Quotations, Sales Orders, Opportunity 2.0 will validate against this Sellable Scope when creating, editing, copying, mapping, adding historical order lines, etc. Disabled: no validation.
• Effective Start Date: effective from 00:00 on the start date. If not set, no start limit.

• Effective End Date: effective until 24:00 on the end date. If not set, no end limit. Orders, Quotations, Opportunity 2.0 created with dates within the effective range are constrained by the Sellable Scope.

• Applicable Organization: people within the Applicable Organization are constrained by this Sellable Scope
  • All: whole organization
  • Matching specified conditions: set organization based on fields on the Person object

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• Org Structure: set by Colleagues or Departments
• Colleagues: specify individual colleagues
• Departments: if the person is in their primary Dept., sub-departments are included by default; if not in primary Dept., sub-departments must be explicitly selected

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• Applicable Partners: (available when Partner functionality is enabled)
  • All: all Partners are covered by this Sellable Scope. If a Quotation, Sales Order, or Opportunity 2.0 does not select a Partner, the Sellable Scope does not apply.
  • Matching specified conditions: set Partners based on Partner object fields

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• None: no Partners apply to this Sellable Scope — downstream records cannot match a Sellable Scope in Quotation, Sales Order, Opportunity 2.0

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• Partners cannot use the standard Price List

(3) Add Sellable Accounts

• Business explanation: add Accounts to the Sellable Scope so that when selecting Accounts in Sales Orders, Quotations, or Opportunity 2.0 they will be constrained to all Accounts, a category of Accounts, or specific Accounts as defined by the Sellable Scope.

• Three configuration scenarios:

  • All: all Accounts are constrained by this Sellable Scope
  • Matching specified conditions: a group of Accounts defined by a field on the Account object are constrained
    • Conditions can be combined by AND or OR
      • AND: all conditions must be true; up to five AND conditions
      • OR: any one condition true is enough; up to five OR conditions
  • Specified Accounts: add specific Accounts from the Account list; you can “Add Row” or “Batch Add by Account Name”

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Scenario notes:

1. When adding/modifying/removing Accounts, how should the Sellable Scope be updated?
   • If Sellable Accounts is set to “All” or “Matching specified conditions”: because the condition automatically recalculates membership, no action is needed on Sellable Accounts.
   • If Sellable Accounts is set to “Specified Accounts”: if a changed Account must be constrained by a Sellable Scope, you must manually add/modify/remove that Account in the Sellable Scope → Sellable Accounts.
2. If fields on the Account object change, how should the Sellable Scope be updated?
   • Updating Account fields (e.g., adding a Contact, changing Account Level, Account Owner) will automatically affect whether the Account meets conditions. This does not change whether the Account row is selected in the Sellable Scope UI, so no Sellable Scope or Sellable Accounts adjustment is required.
   • In short, regardless of Sellable Accounts being “All”, “Matching specified conditions”, or “Specified Accounts”, no manual action is required when Account data changes.

(4) Add Sellable Products

• Business explanation: add Products to the Sellable Scope so that after selecting an Account in Sales Orders, Quotations, or Opportunity 2.0, the detail lines can only add Products that are All Products, a category of Products, the same set as those added when selecting Price List Details, or specified Products.

• Four configuration scenarios:

  • All: all Products are constrained by the Sellable Scope

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• Matching specified conditions: Products meeting rules based on Product object fields are constrained
  • Conditions between rules may be AND or OR
    • AND: all must be satisfied
    • OR: any one satisfied

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• Follow Applicable Price List Range: Products that match those added when adding Price List Details for a subset of a Price List
• Specified Products: add Products from the Product list; you can “Add Row” or “Batch Add by Product Name”

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Scenario notes:

1. When adding/modifying/removing Products, how to update Sellable Scope?
   • If Sellable Products is set to “All”, “Matching specified conditions”, or “Follow Applicable Price List Range”: condition-based recalculation handles membership, so no manual action is required.
   • If Sellable Products is “Specified Products”: if changed Products must be constrained by a Sellable Scope, you must manually add/modify/remove those Products in the Sellable Scope → Sellable Products.
2. If Product object fields change, how to update Sellable Scope?
   • Product field updates (e.g., adding an owner, changing availability, Product Code, barcode) will automatically affect whether a Product meets specified conditions. This does not change whether the Product is selected in the Sellable Scope UI, so no Sellable Scope or Sellable Products adjustment is required.
   • In short, for “All”, “Matching specified conditions”, “Follow Applicable Price List Range”, or “Specified Products”, no manual action is required on Product changes.

(5) Add Applicable Price Lists:

• Business explanation: add Price Lists to the Sellable Scope so that after selecting an Account in Sales Orders, Quotations, or Opportunity 2.0 and adding detail lines either “Add from Products” or “Add from Price List Details”, the price for the selected Products is retrieved from which Price Lists.
  • The final price chosen for a product is from the Price List with highest Price List priority:
    • Forced priority: “Add from Products” is enforced; users cannot switch to another Price List.
    • Non-forced priority: price is added from Price List Details; users can switch to other Price Lists to obtain other prices.
• Add method: add from Price List list; you can “Add Row” or “Batch Add by Price List Name”

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Scenario notes:

1. When adding/modifying/removing Price Lists, how to update Sellable Scope? You must adjust in Sellable Scope → Applicable Price Lists.
   • Method 1: when modifying the Price List, use a quick operation to add or synchronize the Sellable Scope (in development; planned in v7.30)
   • Method 2: open the corresponding Sellable Scope → Applicable Price Lists and add/modify/remove Price Lists.
2. If Price List object fields change, how to update Sellable Scope?
   • Price List updates (e.g., adding/removing Products, changing effective date range, List Price, discounts) do not affect whether a Price List is selected in a Sellable Scope, so Sellable Scope → Applicable Price Lists requires no action.
   • Since Sellable Scope references Price List entities, adjustments within a Price List do not change the Sellable Scope selection — no action needed.

1.3 Sellable Scope Priority Explanation

This section explains priority logic referenced in 1.2.1.

• Business explanation: after maintaining multiple Sellable Scopes, when selecting an Account or Partner in Sales Orders, Quotations, or Opportunity 2.0, which Sellable Scope applies is determined by the “Execute Sellable Scope Priority” toggle.
  • Specified Accounts Sellable Scope: Sellable Accounts’ applicability = Specified Accounts
  • Matching Conditions Sellable Scope: Sellable Accounts’ applicability = Matching specified conditions
  • All Accounts Sellable Scope: Sellable Accounts’ applicability = All

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• Multiple Sellable Scopes active:
  • If “Execute Sellable Scope Priority” is enabled:
    1. If the Sellable Accounts’ applicability differs between Sellable Scopes: only the Sellable Scope with the highest priority applies
       • “Applicability differs” means some Sellable Scopes are configured as All, others as Matching specified conditions, others as Specified Accounts.
       • Priority applies when determining which Sellable Scope binds the Account in Sales Orders, Quotations, or Opportunity 2.0.
       • Priority order: Specified Accounts > Matching specified conditions > All
    2. If the Sellable Accounts’ applicability is the same across multiple Sellable Scopes: multiple Sellable Scopes all apply
       • “Applicability same” means all are All, or all are Matching specified conditions, or all are Specified Accounts.
       • In this case multiple Sellable Scopes are effective (no exclusion).
  • If “Execute Sellable Scope Priority” is disabled:
    • Regardless of whether applicability is the same or different, multiple Sellable Scopes are all effective (union applied).

1.4 Sellable Scope Approval Process

The Sellable Scope object supports approval workflows.

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2. Impact on Other Objects

• Sales Order, Quotation, Opportunity 2.0

  • Price List enabled
    • When Sellable Scope is enabled, during create/edit/copy/map/add historical order products:
      1. The Price Lists available for this Order are determined by the Sellable Scope → Applicable Price Lists that apply to the current user’s primary Dept. and the selected Account.
      2. Order Products can only be added from Sellable Scope → Sellable Products.
      3. Product price is obtained from the highest-priority Price List in Sellable Scope → Applicable Price Lists. - If Forced Priority is off and user adds via “Add from Price List Details (bulk)”, they obtain the highest-priority Price List price but can switch to other Price Lists. - If Forced Priority is on and user adds via “Add from Products”, after obtaining the highest-priority Price List price they cannot switch to other Price Lists.
  • Price List disabled
    • Sellable Scope enabled: behaves the same as when Price List enabled + Sellable Scope enabled; product prices come from the Product record’s price.
    • Sellable Scope disabled: there is no Price List. All Products are available and the company-wide product price applies.

• Other objects: (no special behavior described)

• The system does not yet support calling Sellable Scope or Price List from other objects.

• The enforced logic “select Price List before Product/Detail after selecting Account in Sales Order/Quotation/Opportunity 2.0” is removed. The following entry methods for adding detail lines apply:

  1. Add from Products:
     • Products: shows only the Sellable Products list for this Account.
     • Price:
       • Forced Priority: product price comes from the highest-priority Price List’s most recent product price.
       • Non-forced Priority: this entry may be hidden; after backfilling Products, users can switch Price List & Price List Details in Order Product lines.
  2. Add Historical Order Products:
     • Products: shows only the Sellable Products list for this Account.
     • Price:
       • Forced Priority: price uses the most recent Order Product detail price from the highest-priority Price List.
       • Non-forced Priority: default to the highest-priority Price List and its Price List Detail price; after backfilling Products, users can switch Price List & Price List Details in Order Product lines.
  3. Add from Price List Details:
     • Products: shows only the Sellable Products list for this Account.
     • Price:
       • Forced Priority: this entry is hidden.
       • Non-forced Priority: defaults to highest-priority Price List and its Price List Detail price; users can switch Price List & Price List Details on the Add Product page.

• Switching Price List & Price List Details: when not using Forced Priority, users can switch Price List & Price List Details after backfilling order product lines.

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• Based on the “Force Execute Price List Priority to pick best price” toggle, Sales Orders, Quotations, Opportunity 2.0:
  • When adding detail lines:
    • If enabled: hide the “Add from Price List Details” button
    • If disabled: hide the “Add from Products” button
  • After product selection, whether users can switch to other Price List prices:
    • If enabled: cannot switch
    • If disabled: can switch

• Based on whether Sellable Scope Priority is executed (see 4.3 for details).

• Quotation-specific behavior:
  • Historical Quotations: all historical quotations for Sellable Products under that Account
  • Most Recent Transaction Price: most recent Order Product detail for that Sellable Product
  • Most Recent Quotation: most recent Quotation detail for that Sellable Product
  • When reusing these historical quotations, the system fetches the latest price based on Sellable Scope and Price List priority — not the historical price.

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• Copying a Sales Order, Quotation, or Opportunity 2.0: detail lines reused will fetch current prices based on Sellable Scope and Price List priority.

• Mapping Opportunity 2.0 → Quotation, Quotation → Sales Order: detail lines reused will fetch current prices based on Sellable Scope and Price List priority.

3. Price-checking Tool

3.1 Feature name and location

1. Feature name: Inquiry Tool
2. Location: Business Function Permissions → Role Permissions → Price List → Inquiry Tool. By default this permission is unchecked; assign to roles according to company needs.

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3.2 Inquiry entry

Displayed on: Home dashboard widgets.

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3.3 Inquiry page supports three inquiry modes

Choose the Tab according to business scenario. Default Tab: “By Account & Product”.

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3.3.1 Account & Product price check

Shows which Sellable Scopes apply to the Account, their priority order, and within those Sellable Scopes which Price Lists include this Product and their priorities — product-level price lookup by Account & Product.

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3.3.2 Product-level price check

Shows which prices a Product can be sold at, the corresponding Price List priorities, and which Sellable Scopes include the Product.

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3.3.3 Account-level price check

Shows which Sellable Scopes apply to an Account and which Applicable Price Lists are included in those Sellable Scopes.

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4. Planned Upgrades

1. Inquiry Tool supports quick lookup by Account & Product, Account, and Product dimensions.
2. Associated Price List pages will show the Price List priority field.
3. Sellable Accounts will be able to view the list of Accounts matching “Matching specified conditions”.
4. Sellable Products will be able to view Products matching “Matching specified conditions” and “Follow Applicable Price List Range”.
5. When creating/editing Products, provide a quick action to maintain Product entries into Price Lists.
6. Provide quick actions to maintain Price Lists into Sellable Scopes.
7. Sellable Scope import will be supported (import for “Matching specified conditions” will not be supported).