GE_Energy_Design_Specification

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GE Energy Services



Document Version 1.0

February 21, 2014



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BigMachines

Design Document

Digital Energy





GE Energy Services



Document Version 1.0

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TABLE OF CONTENTS

I.

DOCUMENT CHANGE CONT
ROL DOCUMENT CHANGE
CONTROL

................................
.

3

II.

CONTRIBUTORS, REVIEW
ERS, AND APPROVERS

................................
..............................

3

III.

RELATED DOCUMENTS

................................
................................
................................
..............

4

IV.

FUNCTIONAL REQUIREME
NTS SUMMARY

................................
................................
.........

5

V.

TECHNICAL SOLUTIONS

................................
................................
................................
............

5

A.

S
OLUTION
N
ARRATIVE

................................
................................
................................
....................

7

B.

S
COPE

................................
................................
................................
................................
.............
35

1.

Items in Scope

................................
................................
................................
................................
35

2.

Items Out of Scope

................................
................................
................................
.........................
35

C.

T
ECHNICAL
P
ROCESS
D
IAGRAM

................................
................................
................................
.....
36

D.

D
ESIGN
A
SSUMPTIONS

................................
................................
................................
...................
37

E.

D
ESIGN
C
ONSTRAINTS

................................
................................
................................
.......................
37

F.

D
ESIGN
D
EPENDENCIES

................................
................................
................................
......................
38

VI.

SALESFORCE
-

BIGMACHINES MAPPING
SHEET

................................
..............................
38

VII.

PERFORMANCE CONSIDER
ATIONS

................................
................................
......................
38

VIII.

ISSUES AND RESOLUTIO
NS

................................
................................
................................
..
39

IX.

APPENDIX:

................................
................................
................................
................................
.....
39


Design Document

-

Digital Energy




Template Version 1.5

John Wiley & Sons



Document Version 1.0

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I.

Document Change Control

Document Change Control


Date

Author

Versio
n

Change Reference

01/24/2011

Avinash Subramanian

&
Srikanth Seela

1.0




II.

Contributors, Reviewers, and Approvers


Name

Date

Role

Team

Avinash Subramanian



Wipro Technologies

Srikanth Seela



Wipro Technologies
































Design Document
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GE Energy Services



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III.

Related

Documents


Document

Location

Owning Team









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IV.


Functional Requirements Summary


Eight

Product Lines

of

GE

Digital Energy
will be in scope for the

first phase of
BigMa
chines

release. These product lines and their corresponding products can be found

on GE's e
-
commerce
website called "GE Digital Energy Online Store".


GE D
igital Energy

Online Store

is currently being used by
the sales representative
s

of GE and
end
-
users

of

Digital Energy for
purchasing the "configured" digital energy products.

The configuration in GE digital energy online store is driven by GE's home grown product
configurator called BullsEye which is similar to BigMachines model level
configuration. The
BullsEye is supported
by SQL 2000 server for all its transactional database needs. Thus this SQL
2000 server has all the product configuration and pricing information.

Based

on this fact GE wants to
reuse
existing configuration and pricing information

in online store
and Bulls
Eye to implement a quoting solution in BigMachines. Thus ensuring Online store and
BullsEye collectively being the "One Source of truth" for GE Digital Energy product family.

The following Pro
duct and Pricing attributes have to

be retrieved
from online sto
re
and populated
in BigMachines
:

1) Part number

2) Part Description

3) List Price

4) Quantity

5) Guideline Price

6) Lead Time

7) Cost


V.

Technical Solution
s

Products in BigMachines are structured in a hierarchical fashion. The first step in Product Defini
tion is to
create Product Families. Product family classifications for the GE implementation will represent unique
P&L groups helping users to navigate through the catalog.


There are four tiers in the products hierarchy.


All Product Families: This is t
he highest level in the products hierarchy. Configurable attributes, rules, and
flows created at this level are inherited by all products below.


Product Family: Individual product families inherit the configurable attributes and configuration rules from
t
he All Product Families level. Anything defined at this level is accessible by Product Lines and Models
within this Family.


Product Line: Attributes, rules and flows are inherited from All Product Families and parent Product
Families. Anything defined a
t this level is accessible by Models within the Product Line.


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Model: Individual models inherit attributes, rules, and flows from all of the above levels.

This is the lowest
level in the products hierarchy, which means anything defined at this level is NOT

inherited anywhere.


For the first phase of the Digital Energy Release, the Product Lines and Models
(products as per online
store)

that are
present in

the
GE Digital Energy
online store will be in scope.
The Product hierarchy for
Digital energy will fol
low the format tabulated below:



Product Family
-

Digital Energy

Product Line

(Sub P&L)

Model


I210 Smart Meter

I210


I210+ Smart Meter

I210+


I210 + C smart Meter

I210 + C

Industrial Communication

All models in online store as defined in the followi
ng URL:

http://store.gedigitalenergy.com/MDS/front.asp


Protection & Control

All models in online store as defined in the following URL

http://store.gedigitalenergy.com/Multilin/front.asp


Substation Automation

All models in online store as defined in the following URL

http://store.gedigitalenergy.com/Energy/fro
nt.asp


Monitoring & Diagnostics

All models as defined in the following URL

http://store.gedigitalenergy.com/MD/front.asp


Power Equipment
-

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GE Energy Services



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A.

Solution Narrative



Solution Ref No

R
-
2433

Functional Area

Configuration

Detailed Business
Requirement

Ability to integrate the
Online store

configurator with BigMachines .Bulls

eye
will be used to configure the models.

Technical Solution

To open the Online store from BigMachines,
an

html attribute will be used to
create a link to th
e online store
.

At
this stage sends

the
transaction ID of the
quote as a parameter in the URL

to
the DE online
store

and stored in an
attribute
.
The online store is an ASP page.
The transaction ID can be obtained
from system variable in commerce called _system_buyside_id
. The
transaction ID for GE is also stored in the 'Transaction ID' attribute under

the
integration tab.

The sales representative will use the online store to configure the DE models.
Custom Java Script will be called on click of the button 'Add to Cart' in the
online store. The following

4

SOAP API calls

via HTTP Post

will be made to
Bi
gMachines.


1. Login


This gives
a session id that is

use
d

for the other three SOAP calls
.

2. addToTransaction


This is where the parts are added to the transaction.
(Part Number and the Part Description)

3. updateTransaction (with action_var_name ta
g set to _update_line_items.)


This
SOAP call from the online store is used to retrieve the following
variables from the online store

pass them to the commerce attributes in
BigMachines. The mapping between the online store attributes and the
BigMachines
commerce attributes is tabulated below:

4. logout


This SOAP call is used to close the session

Technical
Considerations

If we go with option 1, that is using web services, it is assumed that a special
URL will be provided by GE to access the online that
has the capability to
capture the sesssion_id passed from BM.

The online should have the capability of sending information back to BM

Critical Information

Web services

involved from BM side are:

1.login 2.addToTransaction 3.updateTransaction 4.logout

As
sumption

This solution is only based if we use online store to configure the
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product(Option 1 POC)


Solution Ref No


R
-
2434

Functional Area

General
Administration

-

Parts and P
rice books

Detailed Business
Requirement

Need to Store the Parts no, Parts d
escription and other product attributes in
Parts table for DE

Technical Solution

Part information need to be stored in BigMachines pa
r
ts table. This is required
since the 'addToTransaction' webservice call when adding a model from the
online store to BigM
achines commerce will fail if the model does not exist in
BigMachines.

Bulk Upload: You can enter parts data, price book and serial number data
through upload. The formats supported for upload are XML and CSV. This
process enables you to enter large ba
tches of parts data into the system.

Manual Entry: Parts data can also be administrated manually. The parts
administration area is the front
-
end for viewing and manually administrating
parts data. Within Parts Administration, you can also set the visibil
ity level of
BOMs (Bills of Materials) to regulate how much parts data buyers see.

It is recommended to use
the bulk upload process for entering large amounts
of parts data. For small amounts of data, manual entry in the parts
administration area may be a

quicker process

Technical
Considerations

None

Critical Information

The following

are the system and custom attributes
of the Parts table of
BigMachines

1) Part Number

2) Direct Buy

3) Description

4) Extended Description 1

5) Extended Description 2

6) Un
its

7) Lead Time

8)
Partner Part Id

9)
Partner Standard Price Book Entry Id

10)
Price (US Dollar)

11)
Tasks

12) Cost

13) PLC

14) P&L

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15) Sub P&L

16) Products/Services

17) Offering

18) Offering Detail

Assumption

None


Solution Ref No

R
-
2438

Functional
A
rea

Pricing

Detailed
Business
Requirement

The DOA level calculation logic needs to be present in BigMachines.6 DOA levels need to be
incorporated for DE for different product lines. DOA logic will and to vary from one product line
another.

Technical
Sol
ution

Price Delegation of Authority (DOA) will be calculated at a Group level. Price DOA is based
different metrics depending on the product line being quoted (
Smart Meters, Power Quality,
Monitoring and Diagnostics etc
).

T
he DOA for Digital Energy is ge
nerally made up of 6 levels

and utilizing the DOA metrics BM
will determine wh
ich approval level is required.
Even if the line item is marked as optional it will
be included in the overall DOA Process.

Models can also be grouped in Proposal Groups.
The DOA

will be calculated at the group level
as shown in the screen shot below


If
more than one group, the highest DOA level will be set as a header attribute. This attribute will
be sent to SFDC to support the approval process.

For Digital Energy

DOA Logic fo
r Smart Metering

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Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales Manager
or
Commercial
Sales Director or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm
Leader
DE VP
ES CEO
< $500K
<
44% Discount
> 44% up to 51% Discount
> 51% up to 55% Discount
> 55% Discount
$500K - $1M
<
46% Discount
> 46% up to 51% Discount
> 51% up to 55% Discount
> 55% Discount
$1M - $5M
<
46% Discount
> 46% up to 51% Discount
> 51% up to 55% Discount
> 55% Discount
$5M - $25M
<
55% Discount
> 55% Discount
> $25M
Send For Level 5
Approval
< $500K
<
9% Discount
> 9% up to 16% Discount
> 16% up to 19% Discount
> 19% Discount
$500K - $1M
<
13% Discount
> 13% up to 16% Discount
> 16% up to 19% Discount
> 19% Discount
$1M - $5M
<
13% Discount
> 13% up to 16% Discount
> 16% up to 19% Discount
> 19% Discount
$5M - $25M
<
19% Discount
> 19% Discount
> $25M
Send For Level 5
Approval
< $500K
<
62% Discount
> 62% up to 64% Discount
> 64% up to 65% Discount
> 65% Discount
$500K - $1M
<
61% Discount
> 61% up to 64% Discount
> 64% up to 65% Discount
> 65% Discount
$1M - $5M
<
64% Discount
> 64% up to 65% Discount
> 65% Discount
$5M - $25M
<
65% Discount
> 65% Discount
> $25M
Send For Level 5
Approval
Regions
HQ
Residential ANSI Meters
I210
I210+
I210+c

Example: For an I210 meter. If the Deal size $750k and Deviation from list Price (
sum
(List Price

of models in same group
)

-

sum(
Selling Price

of models in same group
)
)/
(sum
(List Price

of
models in same group
)
)

X100) is 48% then DOA leve
l should be Level 2

Deal Size is sum of the list prices of all the models in a group that has been added to the Quote.

DOA logic for Industrial Communication

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Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales Manager
or
Commercial
Sales Director or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm Leader
DE VP
ES CEO
< $100K
Current
Discount Level
Current Discount + 5%
(not to exceed 50%
Total Discount)
Current Discount + 10%
(not to exceed 50%
Total Discount)
> Current Discount + 10%
or
> 50% Total Discount
$100K - $500K
Current Discount + 5%
(not to exceed 50%
Total Discount)
Current Discount + 10%
(not to exceed 50%
Total Discount)
> Current Discount + 10%
or
> 50% Total Discount
$500K - $3M
Current Discount + 5%
(not to exceed 50%
Total Discount)
> Current Discount + 5%
or
> 50% Total Discount
$3M - $5M
Send for Level 3 Approval
$5M - $25M
Send for
Level 4
> $25M
Send for
Level 5
< $100K
<
15% Discount
> 15% up to 20% Discount
> 20% up to 25% Discount
> 25% Discount
$100K - $300K
<
25% Discount
> 25% up to 30% Discount
> 30% up to 35% Discount
> 35% Discount
$300K - $500K
<
27.5%
Discount
> 27.5% up to 32.5%
Discount
> 32.5% up to 37.5%
Discount
> 37.5% Discount
$500K - $700K
<
30% Discount
> 30% up to 35% Discount
> 35% up to 40% Discount
> 40% Discount
$700K - $1M
<
32.5%
Discount
> 32.5% up to 37.5%
Discount
> 37.5% up to 42.5%
Discount
> 42.5% Discount
$1M - $2M
<
35% Discount
> 35% up to 40% Discount
> 40% up to 45% Discount
> 45% Discount
$2M - $3M
<
37.5%
Discount
> 37.5% up to 42.5%
Discount
> 42.5% up to 47.5%
Discount
> 47.5% Discount
$3M - $5M
<
40% Discount
> 40% up to 45% Discount
> 45% up to 50% Discount
> 50% Discount
$3M - $5M
Send for Level 3 Approval
$5M - $25M
Send for
Level 4
> $25M
Send for
Level 5
New
Customers
Regions
HQ
Communications - MDS
Customers
with
Existing
Contract
Discount

Example: Consider the Following Scenario

Deal Size : $250k (Sum of List Prices of models in a s
pecific group)

Existing Customers will have a customer number (Recognizable by online store) which will be
passed over to BigMachines and stored in an attribute. If the customer number attribute is empty,
then the customer is new

Sum Guideline price

of mod
els in a specific group
: $200k

Sum Selling Price

of models in a specific group
: $175k

Deviation from List Price = (($250k
-
$175k)/($250k) X 100) = 30%

Existing Discount for this customer: (($250k
-

$200k)/($250k) X 100) = 20%

The group will be flagged for

Level 2 approval from the grid above

DOA logic for Protection and Control and Substation Automation

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Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales Manager
or
Commercial
Sales Director or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm
Leader
DE VP
ES CEO
<
$500K
>
Best OEM
>
Special OEM
>
(Best OEM - 10%)
< (Best OEM -
10%)
$500K - $1M
>
(Best OEM - 5%)
>
(Best OEM - 10%)
< (Best OEM -
10%)
$1M - $5M
Send for Level 3
Approval
$5M - $20M
Send for Level 4
Approval
> $20M
Send for Level 5
Approval
Regions
HQ
Protection and Control and Substation Automation

The DOA logic for P & C and Substation Automation is dependent on the GO Schedule and the
Product Family in which the models are categorized into.
Please

refer to the attached spread
sheet.

P&C - GO Schedules
by Product Family_guideline.xls

Example: Let's suppose Deal Size is $400k and Sale Price is $300k. If the model belongs to the
BDD Product family. From the above attached excel sheet
. Best OEM Selling Price after
Discount is

0.84 X 400 = 336 and Special OEM Selling Price after Discount 0.90X400 = 360.

From the Grid above Best OEM

-

10% = 336
-

10% of 400 = 336
-

40 = 296.

The group will be marked for Level 2 Approval.

It is necessary to ensure
that two models that have diffe
rent GO Schedule
should not belong to
the same group as the discount percentage and DOA calculation will differ.

Product Family is maintained in the Product Category table of SQL table which feeds the bulls
eye and online store configurator.


DOA logic
Mo
nitoring and Diagnostics

Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales Manager
or
Commercial
Sales Director or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm Leader
DE VP
ES CEO
< $200K
<
10% Discount
> 10% up to 16% Discount
> 16% up to 26% Discount
> 26% Discount
$200K - $1M
<
20% Discount
> 20% up to 26% Discount
> 26% Discount
$1M - $5M
<
26% Discount
> 26% Discount
> $5M
Send to Level 4 approval
> $25M
Send to Level 5 approval
< $200K
<
20% Discount
> 20% up to 31% Discount
> 31% up to 41% Discount
> 41% Discount
$200K - $1M
<
35% Discount
> 35% up to 41% Discount
> 41% Discount
$1M - $5M
<
41% Discount
> 41% Discount
> $5M
Send to Level 4 approval
> $25M
Send to Level 5 approval
Reseller
Regions
HQ
Hydran & other Montreal Products
End User /
OEM

The user will select at the header level
of the Quote
whether the customer is an 'End User/OEM'
or a Re
-
seller.


Deal Size : Total List prices of models in the same group

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Deviation from List Price: ((Sum (List Prices of models in

same group)
-

Sum (Selling Prices of
models in the same group) /(Sum(List Prices of models in same group) X 100)

For example if the Deal Size is $150k and deviation from list price is 15% the group will be
marked for Level 1 Approval.

DOA

logic

for power
Equipment

L0
L1
L2
L3
L4
L5
Deal Size
SM or CM
SD or
RCD
DE Regional
Leader
P&L GM or
Global Comm
Leader
DE VP
ES CEO
Arresters
<
$75K
<
60% Discount
> 60% up to 65%
Discount
> 65% Discount
$75K - $200K
> 60% up to 65%
Discount
> 65% Discount
$200K - $3M
> 60% up to 65%
Discount
> 65% Discount
$3M - $5M
Send to Level 3
Approval
$5M - $25M
Send To Level 4
Approval
> $25M
Send to Level 5
Approval
<
$75K
<
75% Discount
> 75% up to 80%
Discount
> 80% Discount
$75K - $200K
> 75% up to 80%
Discount
> 80% Discount
$200K - $3M
> 75% up to 80%
Discount
> 80% Discount
$3M - $5M
Send to Level 3
Approval
$5M - $25M
Send To Level 4
Approval
> $25M
Send to Level 5
Approval
<
$75K
<
70% Discount
> 70 up to 75%
Discount
> 75% Discount
$75K - $200K
> 70 up to 75%
Discount
> 75% Discount
$200K - $3M
> 70 up to 75%
Discount
> 75% Discount
$3M - $5M
Send to Level 3
Approval
$5M - $25M
Send To Level 4
Approval
> $25M
Send to Level 5
Approval
<
$75K
<
65% Discount
> 65% up to 70%
Discount
> 70% Discount
$75K - $200K
> 65% up to 70%
Discount
> 70% Discount
$200K - $3M
> 65% up to 70%
Discount
> 70% Discount
$3M - $5M
Send to Level 3
Approval
$5M - $25M
Send To Level 4
Approval
> $25M
Send to Level 5
Approval
Regions
HQ
Station
Class
Intermedi
ate Class
Distributi
on Class
Riser Pole
Class


If the model is of type 'Station Class' where

Deal Size: Sum of List prices of models within the Same group is $300k and Deviation from list
price that is ((Sum(List prices of models in same group)
-

Sum(Selling Prices of models in same
gro
up))/Sum(List Prices of models in the same group) X 100)

is 62% then DOA approval level is
Level 1

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GE Energy Services



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DOA

logic

for Power Quality

Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales
Manager or
Commercial
Sales Director
or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm
Leader
DE VP
ES CEO
Uninterruptible Power Supply
< $600K
<
50%
Discount
> 50% up to
55% Discount
> 55% Discount
$600K - $1M
> 50% up to
55% Discount
> 55% Discount
$1M - $5M
Send to Level3
Approval
$5M - $25M
Send to Level4
Approval
> $25M
Send to Level5
Approval
Automatic Transfer Switch
< $600K
<
70%
discount
> 70% up to
73% Discount
> 73% Discount
$600K - $1M
> 70% up to
73% Discount
> 73% Discount
$1M - $5M
Send to Level3
Approval
$5M - $25M
Send to Level4
Approval
> $25M
Send to Level5
Approval
Surge Protection Devices
< $600K
<
74%
Discount
> 74% up to
78% Discount
> 78% Discount
$600K - $1M
> 74% up to
78% Discount
> 78% Discount
$1M - $5M
Send to Level3
Approval
$5M - $25M
Send to Level4
Approval
> $25M
Send to Level5
Approval
Regions
HQ

For a UPS for example

Deal Size: Sum of list prices of models in the same group is $700k

Deviation from list price is ((Sum(Lis
t prices of models in same group)
-

Sum(Selling Prices of
models in same group))/Sum(List Prices of models in the same group) X 100) is 52%

Then the group will be marked for Level 1 approval.

DOA for power sensing

Level 0
Level 1
Level 2
Level 3
Level 4
Level 5
Deal Size
Sales
Manager or
Commercial
Sales
Director or
DE RCD
DE Region Leader
DE P&L GM or
Global Comm Leader
DE VP
ES CEO
<
$5M
List Price
<
52%
Discount
> 52% up to 65%
Discount
> 65% Discount
$5M - $25M
Send For Level 4
Approval
> $25M
Send for Level 5
Approval
Regions
HQ
Power Sensing

For power sensing models DOA is depende
nt on the Deal Size (Sum of the list prices of models
in an identical group) and deviation from List Price

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Deviation from list price is ((Sum(List prices of models in same group)
-

Sum(Selling Prices of
models in same group))/Sum(List Prices of models in

the same group) X 100)

Technical
Considerations

For Smart meters it is important to ensure that the user does not group

I210, I 210+ and I210 +c
under the same group as the DOA level calculation based on Deal Size and deviation from list
price varies.
Th
ere is already a validation rule in place which does not allow 2 Sub P&L's to be in
the same group. The product hierarchy needs structured accordingly so that for smart meters the
above condition is taken into consideration.

For Power quality it is importa
nt to ensure that user does not group UPS, ATS and SPD models in
the same group

For P&C it is necessary to ensure that two models that have different GO Schedule should not
belong to the same group as the discount percentage and DOA calculation will differ
.

Critical
Information

Customer Number recognizable by Bulls Eye has to come from Salesforce into BigMachines.
This alignment and migration activity of customer number in Bulls Eye and Salesforce customer
numbers has to done by Salesforce team. The issue

has been raised with Ariane

Barker



The embedded excel sheet has the list of attributes that has to be brought into BigMachines for
the DOA calculation

Pricing_Attributes_D
E_020211.xls

Attached is the latest set of the DOA logic.

Pricing Guidelines
DOA - Online Store Products - v4 - 012811.xls

As
sumption

None


Solution Ref No


R
-
2669

Functional Area

Pricing

Detailed Business
Requirement

Ability to populate the cost from the Bulls eye configurator into BigMachines and
calculate the CM%.

Technical Solution

The Cost is stored in the SQL server t
hat feeds the Bulls Eye configurator and online
store.

CM% for Field Services is calculated from logic at performed at the subdoc. The formula
for CM% = (Sum (Sell Prices)


Sum (Costs))/Sum (Sell Prices).

The cost will be pulled in using webservices fr
om the
Online store and populated in
BigMachines commerce. The details of the webservices steps is in requirement number
2433

Technical
None

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Considerations

Critical Information

For Digital Energy Users the Cost and CM% should not be shown in the commerce

part.

Assumption

None


Solution Ref No


R
-
2439

Functional Area

Pricing

Detailed Business
Requirement

Discount percent to be applied on List Price of a product for calculation of Guideline
percentage at the Quote line level in BigMachines. If the cust
omer has a special pricing
agreement then the discount

percentage for every customer
can be different.

Technical Solution

Digital Energy Customer enters

into Special Pricing Agreement with GE. As a result
Guideline Price for a specific model will be calcu
lated using the formula List
Price
multiplied by the discount factor.

The Customer number recognizable by the Bulls Eye/Online Store need to be passed to the
online store. A combination of Customer number and Product will be used to derive the
discount fa
ctor for a specific customer from the SQL tables that feed in the Bulls Eye
configurator and online store

The details of the webservices call to be made is detailed out in Requirement #2433

Technical
Considerations

None

Critical Information

Customer Numb
er recognizable by Bulls Eye has to come from Salesforce into
BigMachines. This alignment and migration activity of customer number in Bulls Eye and
Salesforce customer numbers has to done by Salesforce team.

Assumption

None


Solution Ref No


R
-
2671

Functional Area

Pricing

Detailed Business
Requirement

Ability to calculate the guideline pricing for a customer that does not have a special pricing
agreement.

Technical
Solution

For customers that do not have a customer special pricing, a specific gu
id
eline multiplier will
be used. At

present the pricing multiplier for a customer that does not have a special
pricing
agreement is 1 that is List Price will be equivalent to the guideline price.


Technical
Considerations

To calculate list price:

1. Find t
he base price, taken from ProductPricing (joined to Products by productsid),
in the appropriate currency. E.g. US is 2. If an entry is not there in a specific currency
(or is zero), then use the appropriate currency multiplier from Currency table against
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t
he US price. When we're setting up a product, US price is required at a minimum.

2. Then from the qryProduct1 query, for each matching selected option, add the value
in the Cost field IF the AddCost field is 1.


qryProduct1.txt

Note that if it's deter
mined that the base price needed to be calculated (because a CAD
price was not found for example), then each individual adder to the price will also be
based on currency multiplier.

Critical
Information

DE functional/pricing teams will come up with metri
c's to calculate the guideline pricing for
customer that does not have a SPA
.

http://libraries.ge.com/download?fileid=149365859101&entity_id=151478581

01&sid=101


Assumption

None


Solution Ref No


R
-
2440

Functional Area

Pricing

Detailed Business
Requir
ement

Populate the selling price attribute at the line level in BigMachines

Technical Solution

Selling Price is an attribute of the line level in BigMachines.
This can be edited by the
users creating a Quote. Deviation from List Price and Deal Size will
be used calculation of
DOA for a group

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No


R
-
2668

Functional Area

Pricing

Detailed Business
Requirement

DOA levels for
accessories to be calculated separately than

the models. Accessories within
DE Business will have a different DOA structure.

Technical
Solution

According to Matt Marone DOA levels for accessories is to be blended with the main model.
This is to be confirmed by Robbie

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Technical
Considerations

None

Critical
Information

http://libraries.ge.com/download?fileid=149365859101&entity_id=151478581

01&sid=101


Assumption

None


Solution Ref No


R
-
26
70

Functional Area

Pricing

Detailed Business
Requirement

For M&D, ability for the user to select the custo
mer type End User/Re
-
seller. This is
needed for DOA calculation

Technical Solution

The Customer Type attribute is to be included in the Import XSL and be visible to Digital
Energy Users, The DOA calculation for Monitoring and Diagnostics Product Line will

be
dependent on whether the user chooses Customer Type as End User or Re
-
seller.

Please refer to Solution with
R
-
2438

for details

Technical
Considerations

None

Critical Information

None

Assumption

None


Commerce Requirements

Solution Ref No


R
-
2435

Functional Area

Commerce

Detailed Business
Requirement

Lead Time for a part needs to be fed into BigMachines from
Online Store
. This attribute is
to be stored at the line level (commerce) within BigMachines. The field should be made
editable

as the Lead
Times are not accurate

Technical Solution

Part Lead Time (
_part_lead_time
) is one of the attributes in the Parts table of
BigMachines. For DE Lead Time is to be displayed as one of the attributes at the Quote
line level. (This is to be confirmed .Please r
efer to the commerce layout at the sub doc
level).

The Lead Time field is to be made editable for a Quote in Pending Status for a DE user.
This can be achieved from the Document views for the Part Lead Time attribute of
BigMachines.



Technical
None

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Consider
ations

Critical Information

None

Assumption

None


Solution Ref No

R
-
2436

Functional Area

Commerce

Detailed Business
Requirement

Ability to capture expiration Date of Quote at the Quote header level and send
reminders at regular intervals till th
e Expiration date for the Quote is reached.

Technical Solution

A custom attribute 'Expiration Date'
(
expirationDate_quote
)
is present as the
Quote header.
Expiration Date on the Quote will be set when the Quote is
Ready for Customer.

Expiration Date = Cu
rrent Date + Quote validity Days

The Quote validity date is completely user defined as 30 days, 60 days, 90
days and 120 days.

The Expiration Date set in BigMachines will be synchronized

to Salesforce
opport
unity field
GE_ES_Proposal_Expiration_Date_ms__c

via the export
XSL tied to the 'Return to Opportunity'

A time dependent workflow will be developed in Sale
sforce. The time
dependent workflow will be configured to send email (workflow action) every
48 hours from the time the Expiration Date on opportunity

is set.

Technical
Considerations

None

Critical Information

The workflow is to be developed in Salesforce.

Assumption

None


Solution Ref No


R
-
2441

Functional Area

Commerce

Detailed Business
Requirement

The Quote should directly transition from P
ending state to approved state if
the following criteria's are satisfied.

1) The total
deal size

is less than USD 250k

2) Approval not required according to DOA matrix

3) Standard Terms and Conditions = TRUE

4) Standard Product & Services = TRUE

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5) Existin
g customer = TRUE

6) standard pricing = TRUE

7) Non nuclear customer = TRUE

8) Standard Warranty = TRUE

9) Non export = TRUE

Technical Solution

For Digital Energy, the following checks are required
when the user clicks on
'Ready for approval' button. If
all the below mentioned conditions = TRUE
then a Quote will transition from Quote status = 'Pending' to Quote status =
'Approved'.

Sum (List Prices) across all the Groups < 250
,
000

Iterate through
Groups in the Groups Tab to find out
if for any Groups DOA

level is other than Level 0

Following Checkboxes will be created in a separate DE tab.
The user should
get the following questions. All should be checked off before
by the Sales rep
to satisfy the condition of a quote being transitioned directly from Pend
ing to
Approved State.

Standard Terms and Conditions

Standard Product and Services

Existing customer

Non nuclear customer

Standard
Warranty

Non Export

Technical
Considerations

None

Critical Information

None


Assumption

None


Solution Ref No

R
-
2443

Functional Area

Commerce

Detailed Business
Requirement

Ability to clone or copy a Quote from
Sales force
. While cloning the cloned
quote should not have the parts that have become obsolete

Technical Solution

The 'Clone Quote' button will be made availab
le in the Opportunity related list
of the Opportunity Page Layout

A checkbox against each Quote will be present in the Opportunity related list.
When a user chooses a specific Quote from the Account or Opportunity
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related list, cloning action will result i
n the Quote being copied with Account,
Contact, Opportunity Information, Product Information and a new Quote will
be created. The user will have the provision to add/remove line items, change
product attributes like pricing in the new cloned quote

Clone Qu
ote (present in Quote custom object) will be overridden with a
Visualforce page 'BigMachines Clone Quote'. Apex class '
BigMachinesCloneQuoteExtension' is called from within this Visualforce
Page. 'BigMachinesCloneQuoteExtension class' will pass the Accoun
tID and
OpportunityID and ContactID and as a string to BigMachines, Open Quote
XSL developed will be used to create a new Quote by copying the old quote
header and line item information.

A part custom field 'Expiration Date ' will be added. Every time a qu
ote is
saved after the quote is cloned/revised or edited, a validation rule will be
created where the BML script will loop through the line items and prompt the
user to delete the line if the expiration date has been reached.

Technical
Considerations

Clo
ning the Quote has to Start with the 'Clone button' in Salesforce.


Critical Information

None

Assumption

None


Solution Ref No

R
-
24
44

Functional Area

Commerce

Detailed Business
Requirement

Ability for multiple people to be able to edit the same quot
e

Technical Solution

Groups are a collection of users and are useful for determining access rights
for commerce documents. A user can belong to more than one group.

For Digital Energy a group will be created for Users of Digital Energy
Business.

As the u
ser initiates a BigMachines quote from the SFDC opportunity he
clicks the Create Quote action from the BigMachines object. That user then
becomes the owner of the quote
.

BigMachines Quote custom object will be created in Salesforce. The sharing
rules and O
WD defaults for this custom object needs to be set appropriately.

Technical
Considerations

None

Critical Information

The visibility of Quotes in Sales
force will be governed by the Organization
Wide default settings on the BigMachines Quote custom object
in Salesforce.

The sharing settings will be go
verned on the quote object in Salesforce.

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The sharing rules and role hierarchy will be used to provide relevant users
access to Quote's in Salesforce.

Assumption

None


Solution Ref No

R
-
2445

Functional Area

Commerce

Detailed Business
Requirement

For Digital Energy the Quote should go through an additional step for TRS
review or TRS compliance/validation

Technical Solution

A separate group will be created for users of Digital energy

which will be
visible t
o only users in DE group
. A custom
checkbox
'TRS Review' will be
created
.

The user needs to check the TRS review checkbox. A validation rule will be
created in commerce which will prevent the user to transition from 'Pending'
Status to 'Ready for Approva
l Status'. This checkbox will be made mandatory

Technical
Considerations

The attributes at the header and line level that will be visible to the users
will
be governed by this group.

Critical Information

T
he Quote should not be allowed to be saved even
if contains one product that
is not to be sold to the 'install country' field in the Opportunity. This field
should be available to

DE Users

on
ly at

the Opp
ortunity.


TRSValidatation.xls

TRS.vsd

Refer to TRSValidation.xls it contains
pr
oduct, country combination that are
not TRS compliant.

Assumption

The checkbox will be made visible to users of
Digital Energy


Solution Ref No

R
-
2448

Functional Area

Commerce

Detailed Business
Requirement

To show the RFQ number in the Quote header

T
echnical Solution

A custom attribute 'RFQ number
' will be created in a Digital Energy group
.
The field will be
open text field that will be input by the user. The attribute
will be placed in the Rich Text attribute in the Document Engine in the first
page.

This field is only to be displayed
to the users of Digital Energy.

Displaying the 'RFQ' number in the Printer friendly output is BigMachines
document Engine functionality.

Technical
None

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Considerations

Critical Information

None

Assumption

None


Solut
ion Ref No


2451

Functional Area

Commerce

Detailed Business
Requirement

The Quote owne
r attribute (custom attribute)

should be made editable

for the
users belonging to the DE group
. This is applicable for a Quote in Pending
Status
.

Technical Solution

The following attributes under the 'Opportunity and Quote' information tab
should be made editable.

Quote Owner

Quote Tile

Quote Phone

Quote Email

Quote Cell Phone number

The above fields are being exported to the relevant fields in the User table of
Sal
esforce.

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No


2452

Functional Area

Commerce

Detailed Business
Requirement

To add the freight and Tax information as attributes in BigMachines. For
some product line
s the Freight will be calculated using logic

Technical Solution

Three custom attributes are present at the sub
-
doc level in BigMachines:
Freight cost, Freight mark up percentage and Freight price

Freight costs
for DE
can be entered in by user at the line

item level
for Digital
Energy
. Freight price will then be calculated according to

GE’s ES104
regulations which are in

the markup pricing tables file in BigMachines

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A custom attribute Tax will be created in the Quote header. This field will not
be visible
unless a confirmation from business to do so.


Technical
Considerations

None

Critical Information

None

Assumption

None



Solution Ref No

R
-
2454

Functional Area

Commerce

Detailed Business
Requirement

Legal Entity and Remit To Address for a Product Li
ne for DE should get
populated in the process of Quote creation

Technical Solution

Legal Entity will be populated at the time of Quote creation when the user
creates a Quote from the Quote related list on Opportunity record.
Opportunity
-

Import XSL is c
urrently being used to retrieve the
Legal Entity
details:

GE_ES_GE_Bid_Legal_Entity_Name__c,
GE_ES_GE_Bid_Legal_Entity_Name__r.Name,
GE_ES_GE_Bid_Legal_Entity_Name__r.ShippingCity,
GE_ES_GE_Bid_Legal_Entity_Name__r.ShippingCountry,
GE_ES_GE_Bid_Legal_Entit
y_Name__r.ShippingPostalCode,
GE_ES_GE_Bid_Legal_Entity_Name__r.ShippingState,
GE_ES_GE_Bid_Legal_Entity_Name__r.ShippingStreet,
GE_ES_GE_Bid_Legal_Entity_Name__r.Phone

The fields retrieved from the Opportunity object in Salesforce are mapped to
BigMachine
s custom attributes under the Address tab.


Technical
Considerations

None

Critical Information

The Remit To address will vary from one product line to another. This table
which gives the mapping

Assumption

None


Solution Ref No

R
-
2666

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Functional Are
a

Commerce

Detailed Business
Requirement

Ability for a user to Add payment terms when creating a Quote. The payment
terms should form part of the document output

Technical Solution

A custom attribute 'Payment Term' is present in the Quote main document.

Users will be able to input the Payment term
s in the open text area field in

BigMachines.

The Payment terms will be made part of the Document output
using the Rich Text editor feature of BigMachines.

Technical
Considerations

None

Critical Information

None

Assumption

None



Solution Ref No

R
-
2667

Functional Area

Commerce

Detailed Business
Requirement

Part Description in the commerce sub doc should be an editable field

Technical Solution

'Description' is one of the fields in the commerce at the li
ne level. Description
of the model line items for BigMachines should be an editable field for a
Quote in Pending status. The description attribute in the commerce will be
populated at the line level in commerce from the Online store using
webservices.

Th
e part description should be made editable for users belonging to the DE
group or where Product Family = 'DE'

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2456

Functional Area

Commerce

Detailed Business

Requirement

A hover to be created over the action 'Ready for Customer' that the Quote is
Ready for Customer Delivery.

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Technical Solution

Creating a hover link over 'Ready for Customer' button is not a standard
process in BigMachines.

As a work around fo
r this process, the user will be prompted with a message
that the Quote is ready for Customer Delivery. A BML script in the advanced
modifier section of BigMachines will be used to accomplish this.

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2669

Functional
Area

Commerce

Detailed
Business
Requirement

List Price and deviation from List Price (Discount %) for a line item to be shown at the
Quote line level for BigMachines fo
r DE
. (DOA for DE is dependent o
n these 2
parameters)

Technical
Solution

List Price and Deviation from List price will be used for DOA calculation for Digital
Energy product lines.

It

has been confirmed by Matt Marone that the commerce fields in the sub doc of
BigMachines will not chan
ge. Internally for Digital Energy List Price

and Deviation from
List price
= ((Selling

Price
-

List Price)/List Price
)

X

100) would be used for calculating
DOA levels.

Technical
Considerations

None

Critical
Information

The commerce screen layout

(sub
-
do
c level)

will be according to the following screen shot

(please ignore the model lines that have been added )

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Assumption

None


Solution Ref No


R
-
2447

Functional Area

Salesforce
-
BigMachines integration

Detailed Business
Requirement

Ability for the

user to edit the address information which is imported from the
Account object in Salesforce

Technical Solution

The import XSL tied to the Open quote action in BigMachines
will populate
the shipping
of the Quote

by retrieving them from the
Opportunity

ob
ject in
SFDC.

The Shipping address are stored in the following attributes of BigMachines

End User Site: Customer Name


End User
City

End User State

End User Zip Code

End User Country

The above

fields in BigMachines Quote

under the Address tab

should be
ma
de editable by the
users belonging to the DE Group
.

The shipping address
also needs to be part of the document output in BigMachines.

The Billing Address for the Quote is populated under the 'Quote To' label
under the Address tab. The user will be able to
input the Contact information
First Name and Last Name. This information will appear in document output

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Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No


R
-
2447

Functional Area

Salesforce
-
BigMachines integratio
n

Detailed Business
Requirement

Ability to retrieve the following values from Salesforce to BigMachines

Account Owner (From Account Object)

GE SSO ID (From the User Table in Salesforce)

Technical Solution

The Open Quote import XSL will include the quer
y to retrieve the Account
information from the Account object and GE SSO ID from the user table of
Salesforce.

Custom Attributes will be created in BigMachines to store the Account Owner
and SSO ID. These attributes ill be visible to only Digital Energy u
sers.

Technical
Considerations

None

Critical Information

In BigMachines Digital Energy Users can be grouped separately in a single
group.

Assumption

None


Solution Ref No


R
-
2458

Functional Area

Salesforce
-
BigMachines integration

Detailed Business

Requirement

Ability to synchronize the Quote back to the Opportunity in Salesforce on
click of 'Save' also. The user need not necessarily click on 'Return to
Opportunity for this to happen'.

Technical Solution

As per the BigMachines Standard integration

Logic, the Quote will get saved
when a user clicks on the 'Save' Button. The synchronization of the
Quote line
items and the Opportunity line items will happen when the user clicks on
'Return to Opportunity'. It is necessary for the user to click on the '
Return to
Opportunity' for opportunity synchronization.

The Opportunity synchronization will follow the logic illustrated in the
Technical considerations

Technical
Considerations

An Opportunity may have existing line items on the quote before a
BigMachin
e
s

quote is created. As the
user creates a BigMachines quote and
saves

back to the Opportunity usually the BMI integration deletes everything
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that was there previously then writes the new lines from the quote to the
opportunity.

In this case, previously sa
ve items on the opportunity
will
remain unless an
equivalent part number exists in BigMachines. In other words, all SFDC parts
will have a BMI flag. If this flag is ON then an equivalent part number exists
in BigMa
chines. As the user save the BigMachines

q
uote back to the
opp
ortunity, any items with the BigMachines

enabled ON will be over
-
written
with the new items from the BigMachines qu
ote. Existing items with the
BigMachines

flag OFF will remain on the Opportunity and will not be
touched.

Critical Infor
mation

None

Assumption

None


Solution Ref No


2460

Functional Area

Salesforce
-
BigMachines integration

Detailed Business
Requirement

Ability to

select and

add a contact for a Quote in BigMachines

Technical Solution

For Digital energy provision need
to be made to a
llow a user to pick a different
contact for quoting after initial quote creation. The following d
escribes the technical
solution


1
. A custom import XSL will be built to retrieve contact data (contact ID, contact
name fields, contact addres
s, etc.) for all contacts associated with the SFDC account.
A result parsing XSL will parse this data and place it in
commerce fields that have
been designated for storing Contact information
. The Available Contact Display will
contain a radio button tha
t allows the user to select the contact record he wishes to
populate in relevant BigMachines fields.


2
. A modify action, 'Refresh Available Contacts', will run

the XSLs described in
bullet #1 and populate the attributes
. This action will allow the user

to find a contact
that was created or updated in SFDC in another browser window since the
BigMachines quote was last opened.

3
. The advanced modify script on a second action, 'Populate Selected Contact',
will evaluate user input in Available Contact Displ
ay and utilize the
corresponding data in Available Contact Data to set the contact fields
displayed to the user in the BigMachines commerce interface.

Technical
Considerations

None

Critical Information

If the user does not want to associate the quote to
an existing contact within
the account, the user can choose to add a new contact
. The user will fill up the
required fields in BigMachines commerce that has been designated for the
Contact information. A custom action 'Add Contact' will use an export XSL t
o
add the Contact in Salesforce as a new Contact for the Account (Customer)
Design Document
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GE Energy Services



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for which the Quote has been created

Assumption

None


Solution Ref No


R
-
2442

Functional Area

Document Engine

Detailed Business
Requirement

Ability to attach an excel spreadsh
eet to the word or PDF document output

Technical Solution

This requirement cannot be solutioned because of BigMachines Product
Limitation

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No


R
-
2442

Functional Are
a

Document Engine

Detailed Business
Requirement

Ability to attach an excel spreadsheet to the word or PDF document output

Technical Solution

This requirement cannot be solutioned because of BigMachines Product
Limitation
.Leslie has raised a BigMachines

case to accommodate the request.

Technical
Considerations

None

Critical Information

None

Assumption

None



Solution Ref No


R
-
2449,
R
-
2450, R
-
2459

Functional Area

Document Engine

Detailed Business
Requirement

R
-
2449

If the Proposal type is budgetar
y then the Printer friendly output should
contain the budgetary tag in the footer of the document output

Design Document
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GE Energy Services



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R
-
2450

A statement should be included in the document output with a clause 'Lead
Times are Estimates only'

R
-
2459

Ability to add the Product line gra
phics on the cover page of the document
output

Technical Solution

The above requirements will be achieved using the document engine
functionality of BigMachines.

The graphics to be included needs to be pulled from the online store into
BigMachines commerc
e. The graphics will vary from one model to another.

If the graphics for all the models in the quote cannot be pulled over then
specific images per product lines needs to be pulled over

The graphics to be included in the Document output will be stored in t
he file
manager section of BigMachines. The user will have the option of selecting
the appropriate images while creating outputs for the document
.


Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No


R
-
2457

Funct
ional Area

Document Engine

Detailed Business
Requirement

Spell check is required to be done on the Quote output before it is sent to the
customer

Technical Solution

This is BigMachines technical limitation and
soultion cannot be provided
.
Leslie has rai
sed a request with BigMachines for this feature to be
implemented in BigMachines Ideas.

Technical
Considerations

None

Critical Information

None

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Assumption

None


Solution Ref No


R
-
2457

Functional Area

Document Engine

Detailed Business
Requirement

Ab
ility to have multiple templates for different document outputs
. The
templates will vary according to Product lines.

Technical Solution

For Digital energy
,

the templates will vary from one product line to another.
The general Proposal generation structur
e similar to other Business Units
within GE will be followed with some customizations as appropriate

Please refer to the attached excel sheet
and pdf
for details

Document
Engine_updated_02102011.xls

Arr_Cap_Trans.pdf
SMART METERS.pdf
HM2 Multi Protocol
unit(No Model ).xls

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2316

Functional Area

Document Engine

Detailed Business
Requirement

Disclaimer on every

DE Quote in footer

Technical Solution

PFF shou
ld include the DE disclaimer for all DE models.This needs to be
implemented at the product family level as it is common for all DE models.


Need the disclaimer

verbiage to be

provided.

Technical
Considerations

None

Critical Information

None

Design Document
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GE Energy Services



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Assumption

N
one


Solution Ref No

R
-
2317

Functional Area

Salesforce
-

BigMachine integration

Detailed Business
Requirement

The quote owner
should receive a

weekly report that

shows upcoming

expiration
validity

dates.

Technical Solution

Generate an extract

of trans
actional

report. Or Raise a

recurring support

ticket to get
this.

If this needs to be

seperate build

efforts, please

assign to Reporting

Project so
that BI

team will assist on

this.

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2446

Functional Area

Document Engine

Detailed Business
Requirement

Ability to have multiple

templates for different

document outputs.

Templates are at
the

Product Line level

Technical Solution

Multiple templates

can be loaded in

Do
cument Engine

for different parts of

the
document

output. For example

cover letter

could

be

short , long

Technical
Considerations

None

Critical Information

None

Assumption

None





Solution Ref No

R
-
2451

Functional Area

Commerce

Detailed Business
Req
uirement

The Quote owner field

should be made

editable.
This is

applicable for a Quote

in Pending Status

Technical Solution

In the Quote header

section, the Quote

owner attribute will

not be locked. The

attribute will be

editable by users for

a Quote in
Pending

status



Ariane, Rodger and

Reza to agree on

this shared attribute.

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Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2453

Functional Area

Salesforce
-

BigMachine integration

Detailed Business
Requirem
ent

Ability to retrieve the

following values from

Salesforce to

BigMachines

Account

Owner (From

Account Object)

GE SSO ID (From the

User Table in

Salesforce)

Technical Solution

Import XSL tied to

the open quote

action in

BigMachines will be

used to retr
ieve the

Account owner field

from Account object

and SSO ID from

user object of SFDC.

Technical
Considerations

None

Critical Information

None

Assumption

None


Solution Ref No

R
-
2455

Functional Area

Pricing

Detailed Business
Requirement

Ability for u
ser to

calculate the DOA

level for product

line.For example

Model 1 +
Model 2

+Accessory 1. DOA

would be calculated for

each product line

Technical Solution

The models that are

added to the

configured in the

BigMachines

commerce can be

segregated in user

defined groups using

the single select

menu in commerce.

Technical
Considerations

None

Critical Information

None

Assumption

None


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B.

Scope

1.

Items
in

Scope


The Design document has been constructed keeping in mind that the
option 1 and Option 2
design/tec
hnical approach is

still pending. Technical implemen
tations are subject to change based on
the decision.

2.

Items Out of Scope




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C.

Technical Process Diagram
















































Retaining Online Store for product configuration and retrieving values into
BigMachines
O
n
l
i
n
e

T
o
o
l
/
B
u
l
l
s

E
y
e
B
i
g
M
a
c
h
i
n
e
s
S
a
l
e
s
f
o
r
c
e
Click on the ‘New
Quote’ from SFDC
opportunity
Choose the Product
Family and Product
Line
(
M
&
D
,
P
&
C etc
)
Configure Models
and Accessories
.
Get Part no
,
Part
description
,
List Price
,
Cost and Lead Time
Calculate guideline
price using discount
structure
Populate Product
and Pricing
attributes in
BigMachines
Calculate DOA based
on DOA metrics
TRS Review
Generate Document
Output
DOA approval
process
Quote ready to be
sent to customer
Option
2
-

Replicating the Bulls Eye configurator in BigMachines
B
i
g
M
a
c
h
i
n
e
s
S
a
l
e
s
f
o
r
c
e
Click on the ‘New
Quote’ from SFDC
opportunity
Choose the
Product Family and
Product Line
(
M
&
D
,
P
&
C etc
)
Get Part no
,
part
description
,
List
Price
,
Cost
.
Calculate guideline
price using
discount structure
Configure Models
and Accessories
.
Calculate DOA
based on DOA
metrics

TRS Review
Generate
Document Output
DOA Approval
Process
Quote ready to be
sent to customer
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Design Assumptions


None

D.

Design Constraints


None


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E.

Design Dependencies


None




VI.

Salesforce
-

BigMachines mapping
table


The Salesforce to BigMachines mapping table includes
any new fields for DE

that need to be imported
from Salesforce to BigMachines.




VII.

Performance Consideratio
ns


Since webservices is a complete custom coding

involving

webservices

interaction between a cloud
applicatio
n and an on premise application, the following considerations are important to consider

1)
N
etwork considerations
-

DNS Lookup, Connecting, Blocking
, Sending, Waiting, Receiving and
Browser Caching

2) User think times and processing logic



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VIII.


Issues and Resolutions

All issues must be
closed

prior to
Technical
Design approval.


Status: O=Open, I=In
-
Process, D=Deferred, C=Closed


Detected By

Issue

Resolution

Functional

Owner

Status

Avinash/S
rikanth

Customer Number recognizable by Bulls
Eye has to come from Salesforce into
BigMachines. This alignment and
migration activity of customer number in
Bulls Eye and Salesforce customer
numbers has to done
by Salesforce team


Ariane
Barker

Open

Avinash/S
rikanth

Ability for the accessories to have
different DOA logic as compared to the
main model. According to Matt Marone
DOA levels for accessories is to be
blended with the main model. Robbie


Robbie
Eidson

Open

Avinash/S
rikanth

The mapping of DE product lines and
Remit to address to be

provided by
functional team. The remit to address is to
be populated in BM Commerce


Ariane
Barker

Open


IX.

APPENDIX
:

Date:

MM/DD/YYYY

Sections Updated

<
List

all sections of t
he Technical
Design updated by this change.>

Description of Issue or Enhancement that requires a design update:


Details of the design update: