Het standaard CPQ-pakket dekte slechts een klein deel van wat nodig is. Het Technetix Salesforce Platform omvat ook nieuwe producttypes (Extended Warranty, Professional Services, Software, SLA), contractregistratie per klant, asset- en garantiebeheer met serienummers, en een nauwe integratie met Exact Globe als System of Record voor producten en prijzen. Een custom platform biedt de controle en flexibiliteit die een standaardpakket niet kan bieden.The standard CPQ package covered only a small part of what is needed. The Technetix Salesforce Platform also includes new product types (Extended Warranty, Professional Services, Software, SLA), customer contract registration, asset and warranty management with serial numbers, and tight integration with Exact Globe as System of Record for products and prices. A custom platform provides the control and flexibility that an off-the-shelf package cannot deliver.

Technologie per laagTechnology per layer

AccountProductPrice__c — Vervanger CPQ Contracted PricesCPQ Contracted Prices replacement

Prijsresolutie ladder (PriceResolver)Price resolution ladder (PriceResolver)

1. Zoek actief AccountProductPrice__c voor (Account, Product2) op de quote-datum → gebruik die prijsLook up active AccountProductPrice__c for (Account, Product2) on the quote date → use that price
2. Anders: PricebookEntry uit Account.DefaultPricebook__c → gebruik die prijsOtherwise: PricebookEntry from Account.DefaultPricebook__c → use that price
3. Anders: foutmelding — geen prijs beschikbaar voor product/account combinatieOtherwise: error — no price available for the product/account combination

Overige objecten Fase 1Other Phase 1 objects

• Product2 — bestaande velden, alleen hardware (BU 05-09). Geen nieuwe ProductType-velden in Fase 1.existing fields, hardware only (BU 05-09). No new ProductType fields in Phase 1.
• Pricebook2 + PricebookEntry — één pricebook per pricing tier, sync via MuleSoft inboundone pricebook per pricing tier, sync via MuleSoft inbound
• Account — DefaultPricebook__c (Lookup), PricingTier__c
• Quote + QuoteLineItem — standaard objecten met benodigde custom velden (kortingen, status, approval-velden, signed-PDF link, DocuSign envelope-id)standard objects with required custom fields (discounts, status, approval fields, signed PDF link, DocuSign envelope id)
• IntegrationLog__c — foutafhandeling inbound integratieserror handling for inbound integrations

• Objecten en velden uit DMS CMS Solution Technetix moeten worden geanalyseerd om de juiste referenties op te zetten richting Quote/QuoteLineItem en korting-veldenObjects and fields from DMS CMS Solution Technetix must be analysed to set up the correct references towards Quote/QuoteLineItem and discount fields
• Configuratie van approval-regels: thresholds 0-5% auto-approve, 5-15% Level 1 (Team Lead), 15%+ Level 2 (Director) — conform sectie 6Approval rule configuration: thresholds 0-5% auto-approve, 5-15% Level 1 (Team Lead), 15%+ Level 2 (Director) — per section 6
• Quote-lock bij submission, re-evaluatie bij wijzigingen na approvalQuote lock on submission, re-evaluation on post-approval changes
• Conversie van bestaande Advanced Approvals records (open + historisch) naar deze custom engine — zie Blok 2/3Conversion of existing Advanced Approvals records (open + historical) to this custom engine — see Block 2/3

1.1 Datamodel + permissiesData model + permissions

• AccountProductPrice__c object aanmaken (velden + External ID + multi-currency)Create AccountProductPrice__c object (fields + External ID + multi-currency)
• Account-velden: DefaultPricebook__c (Lookup), PricingTier__cAccount fields: DefaultPricebook__c (Lookup), PricingTier__c
• Quote + QuoteLineItem custom velden (kortingen, approval-status, signed-PDF, DocuSign envelope-id)Quote + QuoteLineItem custom fields (discounts, approval status, signed PDF, DocuSign envelope id)
• IntegrationLog__c objectobject
• Permission Sets per rol (Sales, Sales Manager, Director, Integration User)Permission Sets per role (Sales, Sales Manager, Director, Integration User)
• Multi-currency activeren in de org (gelijk aan huidige CPQ-setup)Enable multi-currency in the org (matching current CPQ setup)

1.2 Inbound integraties (samen met Twan/MuleSoft)Inbound integrations (jointly with Twan/MuleSoft)

• Named Credentials voor MuleSoftNamed Credentials for MuleSoft
• Apex REST Handler: Product sync (alleen Hardware BU 05-09)Apex REST Handler: Product sync (Hardware BU 05-09 only)
• Apex REST Handler: Pricebook + PricebookEntry sync (per tier, multi-currency)Apex REST Handler: Pricebook + PricebookEntry sync (per tier, multi-currency)
• Apex REST Handler: AccountProductPrice__c sync (upsert op ExactContractPriceId__c)Apex REST Handler: AccountProductPrice__c sync (upsert on ExactContractPriceId__c)
• IntegrationErrorLogger + IntegrationLog__cIntegrationErrorLogger + IntegrationLog__c

1.3 Apex servicesApex services

• PriceResolver — ladder AccountProductPrice → Pricebook— ladder AccountProductPrice → Pricebook
• QuoteController — controller voor LWC, lijn-management, hercalculatie— controller for LWC, line management, recalc
• QuoteDocumentService — PDF-generatie + DocuSign envelope— PDF generation + DocuSign envelope
• Trigger handlers (QuoteTriggerHandler, AccountProductPriceTriggerHandler)Trigger handlers (QuoteTriggerHandler, AccountProductPriceTriggerHandler)

1.4 Lightning Web ComponentsLightning Web Components

• quoteProductSelector — Quick Add Products (alleen hardware-catalogus)— Quick Add Products (hardware catalogue only)
• quoteLineEditor — inline editen van regels, prijs/korting— inline editing of lines, price/discount
• discountValidator — realtime weergave of approval nodig is— realtime display whether approval is needed
• quoteDocumentPanel — PDF + DocuSign acties— PDF + DocuSign actions

1.5 Approval-engine inrichtingApproval engine setup

• Custom approval-engine uit DMS CMS Solution Technetix deployen naar TechnetixDev2Deploy custom approval engine from DMS CMS Solution Technetix to TechnetixDev2
• Approval-regels configureren voor Quote: 0-5% / 5-15% / 15%+Configure approval rules for Quote: 0-5% / 5-15% / 15%+
• Approvers (Team Lead, Director) inrichtenConfigure approvers (Team Lead, Director)
• Quote-lock bij submission + re-evaluatie bij wijzigingQuote lock on submission + re-evaluation on change

1.6 DocuSign + PDFDocuSign + PDF

• PDF-template Quote (branding, regels, totalen, voorwaarden)Quote PDF template (branding, lines, totals, terms)
• DocuSign integratie (Connected App / Named Credential)DocuSign integration (Connected App / Named Credential)
• Envelope versturen vanaf Quote → status callback → signed-PDF opslaan op QuoteSend envelope from Quote → status callback → store signed PDF on Quote

1.7 Test & iteratie in Dev2Test & iterate in Dev2

• Apex unit tests + LWC Jest tests (drempel: 85%+ coverage)Apex unit tests + LWC Jest tests (target: 85%+ coverage)
• End-to-end scenario’s: Quote met klantprijs, met pricebook-prijs, korting in elke band, multi-currencyEnd-to-end scenarios: Quote with customer price, with pricebook price, discount in each band, multi-currency
• DocuSign full-flow: opstellen → versturen → ondertekenen → signed-PDF terug op QuoteDocuSign full flow: draft → send → sign → signed PDF back on Quote
• Iteratie met sales-key-users tot het functioneel volledig isIteration with sales key users until functionally complete

2.1 VoorbereidingPreparation

• Cutover-plan + freeze-venster afstemmen met sales en managementCutover plan + freeze window aligned with sales and management
• Read-only freeze op CPQ-data tijdens migratie (geen nieuwe quotes/contracten)Read-only freeze on CPQ data during migration (no new quotes/contracts)
• Lopende DocuSign envelopes laten finaliseren vóór cutoverLet running DocuSign envelopes finalise before cutover
• UAT sandbox refresh + snapshot voor rollbackUAT sandbox refresh + snapshot for rollback
• Mapping-tabel ontwerp: oude CPQ ID → nieuwe SF ID (per object)Mapping table design: old CPQ ID → new SF ID (per object)

2.2 Deploy nieuwe metadata naar UATDeploy new metadata to UAT

• Deploy: AccountProductPrice__c, Quote/QLI custom velden, IntegrationLog__cDeploy: AccountProductPrice__c, Quote/QLI custom fields, IntegrationLog__c
• Deploy: Apex (PriceResolver, QuoteController, QuoteDocumentService, REST handlers)Deploy: Apex (PriceResolver, QuoteController, QuoteDocumentService, REST handlers)
• Deploy: LWC (quoteProductSelector, quoteLineEditor, discountValidator, quoteDocumentPanel)Deploy: LWC (quoteProductSelector, quoteLineEditor, discountValidator, quoteDocumentPanel)
• Deploy: custom approval-engine uit DMS CMS Solution TechnetixDeploy: custom approval engine from DMS CMS Solution Technetix
• Deploy: Permission Sets, Lightning App, Page LayoutsDeploy: Permission Sets, Lightning App, Page Layouts

2.3 Initial sync vanuit ExactInitial sync from Exact

• MuleSoft initiële sync: Product2 (Hardware), Pricebook2 + PricebookEntry per tier, AccountProductPrice__cMuleSoft initial sync: Product2 (Hardware), Pricebook2 + PricebookEntry per tier, AccountProductPrice__c
• Validatie: aantallen, prijzen, currencies kloppen met ExactValidation: counts, prices, currencies match Exact

2.4 Data-conversie (CPQ → nieuwe objecten)Data conversion (CPQ → new objects)

• CPQ Contracted Prices → AccountProductPrice__c — per-account klantspecifieke prijzen overzetten (lookup naar Account + Product2, prijs, currency, geldigheidsperiode)migrate per-account customer-specific prices (lookup to Account + Product2, price, currency, validity)
• CPQ Quotes (alle statussen) → standaard Quote — incl. metadata, status-mapping, approval-historie. Mapping CPQ-Quote-ID → SF-Quote-ID vasthoudenincl. metadata, status mapping, approval history. Keep mapping CPQ Quote ID → SF Quote ID
• CPQ Quote Lines → QuoteLineItem — aantallen, prijzen, kortingen, line-level approval statusquantities, prices, discounts, line-level approval status
• PDF’s + ondertekende documentenPDFs + signed documents — ContentDocumentLinks opnieuw leggen naar de nieuwe Quote-records (oude bestanden behouden, niet hergenereren)re-link ContentDocumentLinks to the new Quote records (preserve old files, do not regenerate)
• DocuSign Status Records / Envelope-historie — koppelen aan nieuwe Quote-recordslink to new Quote records
• Advanced Approvals → custom approval-enginecustom approval engine:
  • Vóóraf: analyse van objecten/velden/relaties van de DMS CMS Solution Technetix approval-engine om de mapping vast te leggenUp front: analysis of objects/fields/relations of the DMS CMS Solution Technetix approval engine to define the mapping
  • Open approval-instances → equivalente records in de custom engine met juiste referenties naar de nieuwe QuoteOpen approval instances → equivalent records in the custom engine with correct references to the new Quote
  • Historische approvals → archief-records met datum, approver, level, uitkomst, comments — juiste link naar nieuwe QuoteHistorical approvals → archive records with date, approver, level, outcome, comments — correct link to new Quote
  • Approval-rule definities migreren naar de configuratie van de custom engineMigrate approval rule definitions to the custom engine configuration
• Conversie scripts (Apex Batch + Python via Bulk API) testen op kopie van productie-dataConversion scripts (Apex Batch + Python via Bulk API) tested on a copy of production data
• Mapping-tabel persistent opslaan voor traceerbaarheid en eventuele rollbackPersist the mapping table for traceability and possible rollback

2.5 CPQ + Advanced Approvals uninstallCPQ + Advanced Approvals uninstall

• Verifiëren dat alle conversies geslaagd zijn (geen openstaande referenties naar CPQ-records)Verify all conversions succeeded (no dangling references to CPQ records)
• Flows op CPQ-objecten deactiveren via FlowDefinition API (activeVersionNumber = 0)Deactivate flows on CPQ objects via FlowDefinition API (activeVersionNumber = 0)
• Soft-deleted custom fields permanent erasen via Setup UIPermanently erase soft-deleted custom fields via Setup UI
• Profile page-layout assignments handmatig aanpassen (Tooling API ProfileLayout is read-only)Manually adjust profile page-layout assignments (Tooling API ProfileLayout is read-only)
• Destructive deploy: CPQ Lightning Pages, custom velden die afhankelijk zijn van CPQDestructive deploy: CPQ Lightning Pages, custom fields dependent on CPQ
• Package uninstall: Salesforce CPQ + Advanced ApprovalsPackage uninstall: Salesforce CPQ + Advanced Approvals

2.6 Reports, dashboards, profielen opnieuw mappenRe-map reports, dashboards, profiles

• Reports/dashboards die op CPQ-objecten draaien herbouwen op standaard Quote/QLI + AccountProductPrice__cRebuild reports/dashboards based on CPQ objects on standard Quote/QLI + AccountProductPrice__c
• Permission Sets toewijzen aan key-users en salesAssign Permission Sets to key users and sales
• Lightning App + Quote-pagina’s als default voor sales-profielenLightning App + Quote pages set as default for sales profiles

2.7 Test op UATUAT testing

• End-to-end test: nieuwe Quote → PDF → DocuSign → signedEnd-to-end test: new Quote → PDF → DocuSign → signed
• Test op geconverteerde Quotes: kunnen open quotes verder bewerkt worden? Approvals re-evaluatie?Test on converted Quotes: can open quotes still be edited? Approvals re-evaluation?
• Test multi-currency, korting in elke band, AccountProductPrice overrideTest multi-currency, discount in each band, AccountProductPrice override
• UAT door key-users + sign-off door business vóór Blok 3UAT by key users + business sign-off before Block 3

1. Cutover-window plannenPlan cutover window — weekend / avond, communicatie naar sales en klantenweekend / evening, communicate to sales and customers
2. Read-only freezeRead-only freeze op productie-CPQ; lopende DocuSign envelopes finaliserenon production CPQ; finalise running DocuSign envelopes
3. Productie snapshotProduction snapshot voor rollback (data export + sandbox refresh)for rollback (data export + sandbox refresh)
4. Deploy nieuwe metadataDeploy new metadata naar productie (zelfde package als Blok 2)to production (same package as Block 2)
5. Initial syncInitial sync vanuit Exact: Product2 (Hardware), Pricebook+PBE per tier, AccountProductPrice__cfrom Exact: Product2 (Hardware), Pricebook+PBE per tier, AccountProductPrice__c
6. Data-conversie scripts draaienRun data conversion scripts (zelfde scripts als UAT, geverifieerd)(same scripts as UAT, verified)
7. CPQ + Advanced Approvals uninstallCPQ + Advanced Approvals uninstall (zelfde procedure als UAT)(same procedure as UAT)
8. Smoke-tests op productieSmoke tests on production — kritieke flows (nieuwe Quote, geconverteerde Quote, PDF, DocuSign signed-back)— critical flows (new Quote, converted Quote, PDF, DocuSign signed-back)
9. Go-liveGo-live + hyper-care periode (paar dagen extra ondersteuning, oncall sales)+ hyper-care period (few days extra support, sales oncall)
10. Mapping-tabel + rollback-snapshot bewarenRetain mapping table + rollback snapshot voor minimaal de hyper-care periodefor at least the hyper-care period

• Contractregistratie — CustomerAgreement__c + WarrantyOverride__c; klantspecifieke parameters (warranty overrides, SLA-niveau, betaaltermijnen, etc.)
• Nieuwe producttypenNew product types — Extended Warranty (% van HW), SLA (Bronze/Silver/Gold), Software Licenses, Professional Services, Consultancy, IP Licenses; incl. Globe-inrichting (BU 10)incl. Globe configuration (BU 10)
• Product2 nieuwe velden — ProductType__c, IsPhysicalProduct__c, IsWarrantyBearing__c, BaseWarrantyMonths__c, IsEligibleForExtendedWarranty__c, PricingUnit__c, RequiresActivation__c, SLAFlavor__c
• ExtendedWarrantyMapping__c + 12 mappings + extendedWarrantySelector LWC
• CMDT — ProductTypeBehavior__mdt, WarrantyDefault__mdt, IntegrationSetting__mdt
• Quote → Order conversie + DeliverySchedule__c (split per leveringsmaand, alleen fysieke producten)
• MuleSoft Outbound (Order → Exact) + OrderIntegrationStatus__c (New/Sending/Sent/Accepted/Error)
• Asset-creatie vanuit delivery-confirmaties; AssetWarrantyEvent__c, AssetWarrantyCalculator
• WarrantyOverride__c op CustomerAgreement (klantspecifieke garantie-afwijkingen)
• ServiceActivation__c voor SLA/Software activatie na Order; warrantyTimeline + serviceActivationList LWC
• Case ↔ Asset koppeling, automatische warranty-validatie bij repair-cases
• Inventory sync, dashboards, subscription-billing, auto-renewal SLA’s

Idempotency: Alle integraties gebruiken externe keys (TechnetixId__c / ExactId__c) voor upserts.All integrations use external keys (TechnetixId__c / ExactId__c) for upserts.

• Inbound: Upsert op external ID, log errors in IntegrationLog__c
• Outbound: Status velden (OrderIntegrationStatus__c), retry queueStatus fields (OrderIntegrationStatus__c), retry queue
• Idempotency: Altijd unieke keys meesturen (SF Id + line number)

Hardware Business Units (prefix 05-09)Hardware Business Units (prefix 05-09)

Services & Software Business Unit (prefix 10)Services & Software Business Unit (prefix 10)

BU 10 is onderverdeeld in Senior Families: 1001 = BU 05, 1002 = BU 06, 1003 = BU 07, 1004 = BU 08.BU 10 is subdivided into Senior Families: 1001 = BU 05, 1002 = BU 06, 1003 = BU 07, 1004 = BU 08.

IF JuniorFamily__c begint met "10":
    IF laatste 2 cijfers = "01" → ProductType = "Software"
    IF laatste 2 cijfers = "03" → ProductType = "SLA"
    IF laatste 2 cijfers = "04" → ProductType = "ExtendedWarranty"
    IF laatste 2 cijfers = "05" → ProductType = "Consultancy"
    IF laatste 2 cijfers = "06" → ProductType = "ProfessionalService"
    IF laatste 2 cijfers = "07" → ProductType = "IPLicense"
ELSE (05-09):
    ProductType = "Hardware"

Bestaande velden (in productie)Existing fields (in production)

Nieuwe velden (toe te voegen)New fields (to be added)

ProductType kenmerken overzichtProductType characteristics overview

Garantie op Junior Family niveauWarranty at Junior Family level

De garantietermijn wordt bepaald op Junior Family niveau (niet per individueel product). Alle producten binnen dezelfde Junior Family hebben dezelfde garantietermijn.The warranty period is determined at Junior Family level (not per individual product). All products within the same Junior Family have the same warranty period.

Junior Family "050401" (Broadband Cable → Active Equipment)
  → IsWarrantyBearing = TRUE
  → BaseWarrantyMonths = 12
  → IsEligibleForExtendedWarranty = TRUE
  → ExtendedWarrantyBU = "05" (Broadband Cable)

Koppeling Extended Warranty ↔ Hardware BULink Extended Warranty ↔ Hardware BU

ExtendedWarrantyMapping__c (Custom Object)

Koppelt Ext. Warranty producten aan de juiste hardware BU, met percentage en duur. De prijs wordt berekend in Salesforce als percentage van de hardware productprijs.Links Ext. Warranty products to the correct hardware BU, with percentage and duration. The price is calculated in Salesforce as a percentage of the hardware product price.

Configuratiedata (12 records — 4 BUs × 3 periodes)Configuration data (12 records — 4 BUs × 3 periods)

• Pricebook2: Eén pricebook per pricing tier (Tier A, B, C, etc.). Onderhouden vanuit Exact via MuleSoft.
• PricebookEntry: Productprijs per tier. Upsert op Pricebook2Id + Product2Id.
• Account koppeling: PricingTier__c, DefaultPricebook__c (Lookup), WarehouseGroup__c (Lookup)

Inbound API

POST /api/salesforce/products
Body: [
  {
    "technetixId": "19016488",
    "code": "EXT-WAR-1Y-BC",
    "name": "1 YEAR EXTENDED WARRANTY BROADBAND CABLE",
    "model": "EXT-WAR-1Y-BC",
    "pmCore": "10",
    "seniorFamily": "1001",
    "juniorFamily": "100104",
    "isSerialNumberItem": false,
    "isActive": true
  }
]

Pricebook Sync API

POST /api/salesforce/pricebooks
Body: {
  "pricebookName": "Tier A",
  "isActive": true,
  "entries": [
    { "technetixProductId": "19016488", "unitPrice": 150.00, "currencyCode": "EUR" }
  ]
}

Inventory Sync API nog niet opgezetnot yet configured

POST /api/salesforce/inventory
Body: [
  {
    "exactWarehouseId": "WH-001",
    "technetixProductId": "19016488",
    "onHandQty": 100,
    "reservedQty": 25,
    "snapshotDateTime": "2026-03-02T14:30:00Z"
  }
]

Sync acties in SalesforceSync actions in Salesforce

1. Upsert Product2 op TechnetixId__cUpsert Product2 on TechnetixId__c
2. Vul ProductType__c en IsPhysicalProduct__c op basis van Junior code afleidingPopulate ProductType__c and IsPhysicalProduct__c based on Junior code derivation
3. Vul IsWarrantyBearing__c en BaseWarrantyMonths__cPopulate IsWarrantyBearing__c and BaseWarrantyMonths__c
4. Upsert Pricebook2 per pricing tierUpsert Pricebook2 per pricing tier
5. Upsert PricebookEntry per (Pricebook2 + Product2)Upsert PricebookEntry per (Pricebook2 + Product2)
6. Upsert ExtendedWarrantyMapping__c voor garantie-productenUpsert ExtendedWarrantyMapping__c for warranty products

Belangrijk:Important: Gebruik IsActive voor de-activatie (geen deletes).Use IsActive for deactivation (no deletes).

Identiteit & looptijdIdentity & validity

Pricing & kortingPricing & discount

Betalings- en leveringsvoorwaardenPayment & delivery terms

Volume- en afnameverplichtingenVolume & purchase commitments

Afwijkingen van standaard T&CDeviations from standard T&C

Het systeem moet weten wat er moet gebeuren als een klant geen actief CustomerAgreement__c heeft op het moment dat een quote of order wordt aangemaakt. Er zijn drie scenario's:The system must know what to do when a customer has no active CustomerAgreement__c at the time a quote or order is created. There are three scenarios:

Implementatie: ContractStatus veld op AccountImplementation: ContractStatus field on Account

Om de quote-logica eenvoudig te houden, wordt de contractstatus samengevat als een formula-veld op het Account:To keep the quote logic simple, the contract status is summarised as a formula field on the Account:

Account.ActiveContractStatus__c (Formula / Text)
  = "Active"      — actief CustomerAgreement__c gevonden, binnen looptijd
  = "Expired"     — meest recente CustomerAgreement__c is verlopen
  = "Terminated"  — meest recente CustomerAgreement__c is beëindigd
  = "None"        — geen CustomerAgreement__c record aanwezig

Gebruikt door:
  QuoteTriggerHandler  → waarschuwingslabel op Quote
  discountValidator LWC → toon juiste pricing context aan sales rep
  OrderTriggerHandler  → blokkeer bij "Terminated" (scenario C)

Scope hiërarchie (meest specifieke wint)Scope hierarchy (most specific wins)

VoorbeeldExample

Klant: Cablemas
CustomerAgreement: AGR-0001 (Active)

  WO-0001: Scope = BusinessUnit, BU = "05", OverrideMonths = 24
    → Alle BC producten: 24 mnd base garantie
  WO-0002: Scope = SpecificProduct, Product = NXT-01, OverrideMonths = 36
    → NXT-01: 36 mnd (wint van BU override)

FUNCTION getBaseWarrantyMonths(Account, Product):
  // Check actief CustomerAgreement
  agreement = query CustomerAgreement__c WHERE Account, Active, within dates

  IF agreement != NULL:
    // Zoek meest specifieke WarrantyOverride
    overrides = query WarrantyOverride__c WHERE agreement, Active
                ORDER BY Scope (SpecificProduct > JuniorFamily > BU > All)

    FOR each override:
      IF matches Product → RETURN override.OverrideBaseWarrantyMonths__c

  // Geen override → standaard garantie
  RETURN Product.BaseWarrantyMonths__c

De meeste contractparameters worden direct op CustomerAgreement__c opgeslagen (zie 4.4). De volgende sub-agreement typen worden als aparte child-objecten gemodelleerd omdat ze meerdere records per klant kunnen hebben (bijv. meerdere product-specifieke warranty overrides):Most contract parameters are stored directly on CustomerAgreement__c (see 4.4). The following sub-agreement types are modelled as separate child objects because they can have multiple records per customer (e.g. multiple product-specific warranty overrides):

De definitieve set sub-agreement typen wordt bepaald op basis van de contractparameter-inventarisatie door Legal en Sales.The definitive set of sub-agreement types will be determined based on the contract parameter inventory from Legal and Sales.

Quote (Standaard, uitgebreid)Quote (Standard, extended)

QuoteLineItem (Standaard, uitgebreid)QuoteLineItem (Standard, extended)

DeliverySchedule__c (Custom) Alleen fysieke producten

De quoteProductSelector LWC is het hart van het quoting-gedeelte van het Technetix Salesforce Platform. Gedrag per producttype wordt aangestuurd door Custom Metadata (ProductTypeBehavior__mdt).The quoteProductSelector LWC is the heart of the quoting module within the Technetix Salesforce Platform. Behaviour per product type is driven by Custom Metadata (ProductTypeBehavior__mdt).

Producttype-specifiek gedrag in de cartProduct type-specific behaviour in the cart

Stappen in het verkoopprocesSteps in the sales process

1. Gebruiker voegt een hardware product toe aan de offerte (bijv. NXT-01, Junior 050407, BU 05).User adds a hardware product to the quote (e.g. NXT-01, Junior 050407, BU 05).
2. Systeem detecteert op de QuoteLineItem:System detects on the QuoteLineItem: IsWarrantyBearing__c = TRUE enand IsEligibleForExtendedWarranty__c = TRUE.
3. De extendedWarrantySelector LWC toont direct onder de hardware-regel een uitklapbare garantie-verlengbalk met drie knoppen (1/3/5 jaar) inclusief prijspreview.The extendedWarrantySelector LWC renders an expandable warranty extension bar directly below the hardware line, with three buttons (1/3/5 year) including a price preview.
4. Bij klik op een knop wordt automatisch een nieuwe QuoteLineItem aangemaakt voor het bijbehorende Extended Warranty product.On button click, a new QuoteLineItem is automatically created for the corresponding Extended Warranty product.

PrijsberekeningPrice calculation

ExtWarranty line price = hardware_unit_price × percentage × hardware_quantity

Example: 25× NXT-01 @ €500/unit + 3Y Extended Warranty (9%)
→ ExtWarranty = €500 × 9% × 25 = €1,125.00

Koppeling via WarrantyExtensionMapping__cLookup via WarrantyExtensionMapping__c

Salesforce bepaalt welk Extended Warranty product bij een hardware product hoort aan de hand van de WarrantyExtensionMapping__c records. De opzoeklogica werkt op basis van twee niveaus (meest specifiek wint):Salesforce determines which Extended Warranty product belongs to a hardware product using WarrantyExtensionMapping__c records. The lookup logic works on two levels (most specific wins):

Voorbeeld mapping records voor BU 05 (Hardware):Example mapping records for BU 05 (Hardware):

Vastleggen van de koppeling op de QuoteLineItemRecording the link on QuoteLineItem

Wanneer een Extended Warranty wordt toegevoegd, legt Salesforce de koppeling vast op zowel de warranty-regel als de hardware-regel:When an Extended Warranty is added, Salesforce records the link on both the warranty line and the hardware line:

Deze koppeling is essentieel voor de latere Asset-aanmaak: bij leveringsbevestiging (inbound MuleSoft) worden de velden HasExtendedWarranty__c, ExtendedWarrantyMonths__c en ExtendedWarrantyProduct__c op het Asset-record gezet op basis van de warranty-regel die aan de hardware-regel gekoppeld is.This link is essential for later Asset creation: upon delivery confirmation (inbound MuleSoft), the fields HasExtendedWarranty__c, ExtendedWarrantyMonths__c and ExtendedWarrantyProduct__c are set on the Asset record based on the warranty line linked to the hardware line.

Validatie:Validation: Extended Warranty kan alleen worden toegevoegd bij hardware van de juiste BU. Als er geen WarrantyExtensionMapping__c record bestaat voor de BU van het hardware product, toont de LWC geen garantie-verlengbalk.Extended Warranty can only be added for hardware of the correct BU. If no WarrantyExtensionMapping__c record exists for the hardware product's BU, the LWC shows no warranty extension bar.

IsPhysicalProduct__c = FALSE → geen DeliverySchedule, geen voorraad check, geen garantie.

Software producten (NeuronX):Software products (NeuronX): Getoond met software icoon + badge "Vereist activatie na verkoop". ServiceStartDate__c op QuoteLineItem is optioneel op quote-moment.Shown with software icon + badge "Requires activation after sale". ServiceStartDate__c on QuoteLineItem is optional at quote stage.

SLA producten:SLA products: Getoond met SLA icoon + badge. Toon SLA niveau vergelijking (Bronze vs Silver vs Gold).Shown with SLA icon + badge. Display SLA level comparison (Bronze vs Silver vs Gold).

Voorbeeld dataExample data

1. DiscountReason__c verplicht bij PriceDeviation > 0%required when PriceDeviation > 0%
2. Quote vergrendeling tijdens goedkeuringsproces (Pending Level 1/2)Quote locked during approval process (Pending Level 1/2)
3. Quote kan niet naar “Sent” of “Signed” als DiscountApprovalStatus ≠ ApprovedQuote cannot move to “Sent” or “Signed” if DiscountApprovalStatus ≠ Approved
4. Re-evaluatie: wijziging QLIs na goedkeuring → status terug naar NoneRe-evaluation: modifying QLIs after approval → status resets to None
5. Audit trail via ProcessInstanceStep (standaard Salesforce)Audit trail via ProcessInstanceStep (standard Salesforce)

Aanbeveling:Recommendation: Start met Optie 1 voor MVP 2. Opschalen naar Optie 2 of 3 als complexere regels nodig zijn.Start with Option 1 for MVP 2. Scale to Option 2 or 3 if more complex rules are needed.

Order (Standaard, uitgebreid)Order (Standard, extended)

OrderItem (Standaard, uitgebreid)OrderItem (Standard, extended)

Outbound API Payload

POST /api/exact/orders
{
  "salesforceOrderId": "801xxx",
  "exactCustomerId": "12345",
  "orderDate": "2026-03-02",
  "requestedDeliveryDate": "2026-04-15",
  "pricebookTier": "Tier A",
  "lines": [
    {
      "lineNumber": 1,
      "technetixProductId": "19015835",
      "quantity": 25,
      "unitPrice": 500.00,
      "discountPercent": 10,
      "netAmount": 11250.00,
      "productType": "Hardware"
    },
    {
      "lineNumber": 2,
      "technetixProductId": "19016489",
      "quantity": 25,
      "unitPrice": 45.00,
      "netAmount": 1125.00,
      "productType": "ExtendedWarranty",
      "linkedHardwareLineNumber": 1,
      "warrantyExtensionMonths": 12
    }
  ]
}

WarehouseGroup__c / Warehouse__c / InventoryBalance__c

Producten met IsSerialNumberItem__c = TRUE krijgen altijd 1 asset record per individueel serienummer.Products with IsSerialNumberItem__c = TRUE always receive 1 asset record per individual serial number.

Order 1001: 100× NXT-01 (IsSerialNumberItem = TRUE)
  Zending 1: 60× NXT-01 → SN-001 t/m SN-060 → 60 Asset records
  Zending 2: 40× NXT-01 → SN-061 t/m SN-100 → 40 Asset records
  Totaal: 100 Asset records

Gegroepeerd per unieke combinatie van OrderItem + Leverdatum + Extended Warranty type.Grouped per unique combination of OrderItem + Delivery date + Extended Warranty type.

Order 1002: 500× coax connector + Extended Warranty 1Y
  Zending 1 (15 feb): 300× → 1 Asset (Qty=300)
  Zending 2 (02 mrt): 200× → 1 Asset (Qty=200)
  Totaal: 2 Asset records (i.p.v. 500)

// STAP 1: Bepaal base garantie (met klant-specifieke override)
// Lookup: WarrantyOverride__c → WarrantyDefault__mdt → Product2.BaseWarrantyMonths__c
baseWarrantyMonths = getBaseWarrantyMonths(Account, Product)
Asset.BaseWarrantyEndDate__c = ADD_MONTHS(WarrantyStartDate, baseWarrantyMonths)

// STAP 2: Extended Warranty (indien verkocht)
IF Extended Warranty verkocht op dezelfde Order:
  Asset.HasExtendedWarranty__c = TRUE
  Asset.ExtendedWarrantyStartDate__c = BaseWarrantyEndDate + 1 dag
  Asset.ExtendedWarrantyEndDate__c = ADD_MONTHS(ExtWarrantyStart, ExtWarrantyMonths)

// STAP 3: Formules
EffectiveWarrantyEndDate__c =
  IF(HasExtendedWarranty, ExtendedWarrantyEndDate, BaseWarrantyEndDate)

WarrantyStatus__c =
  IF(TODAY() > EffectiveWarrantyEndDate, "Expired",
    IF(TODAY() > EffectiveWarrantyEndDate - 90, "Expiring Soon",
      IF(HasExtendedWarranty, "Extended", "Active")))

Trigger: Delivery confirmation event vanuit MuleSoft (per deellevering).Delivery confirmation event from MuleSoft (per partial delivery).

1. Valideer:Validate: Order bestaat, status = Activated, lineNumbers matchenOrder exists, status = Activated, lineNumbers match
2. Update OrderItem:Update OrderItem: ActualDeliveryDate, DeliveredQuantity, DeliveryStatus
3. Asset Creatie (conform regels 8.2):Asset Creation (per rules 8.2): per SN of per batchper SN or per batch
4. Update DeliverySchedule__c:Update DeliverySchedule__c: → Partially Delivered of DeliveredPartially Delivered or Delivered
5. Check completheid:Check completeness: Alle OIs volledig → Fully DeliveredAll OIs complete → Fully Delivered

Per klant een 360° view met: welke order → welke serienummers, leverdatum per deellevering = ingangsdatum garantie, base + extended warranty datums.Per customer a 360° view with: which order → which serial numbers, delivery date per partial delivery = warranty start date, base + extended warranty dates.

Order 1001: 100× NXT-01 + Extended Warranty 3Y
  ├─ Zending 1 (2026-03-15, Warehouse NL): 60× (SN001-SN060)
  │  → Base warranty: tot 2027-03-15, Extended: tot 2030-03-15
  └─ Zending 2 (2026-04-02, Warehouse UK): 40× (SN061-SN100)
     → Base warranty: tot 2027-04-02, Extended: tot 2030-04-02

POST /api/salesforce/deliveries
{
  "exactOrderId": "ORD-2026-12345",
  "salesforceOrderId": "801xxx",
  "deliveryDate": "2026-02-15",
  "warehouseId": "WH-BREDA",
  "shipmentNumber": 1,
  "totalShipmentsExpected": 2,
  "deliveries": [
    {
      "lineNumber": 1,
      "technetixProductId": "19015835",
      "quantity": 60,
      "serialNumbers": ["SN-001", "SN-002", "...SN-060"],
      "batchNumber": null
    }
  ],
  "warrantyInfo": [
    {
      "lineNumber": 1,
      "hasExtendedWarranty": true,
      "extensionMonths": 12,
      "extWarrantyProductId": "19016489"
    }
  ]
}

Idempotency: Combinatie salesforceOrderId + shipmentNumber is uniek.Combination salesforceOrderId + shipmentNumber is unique.

Er is momenteel geen automatische delivery confirmation. Bestaande Shipment__c objecten zijn uitsluitend voor Sample Requests.There is currently no automatic delivery confirmation. Existing Shipment__c objects are exclusively for Sample Requests.

Aanbeveling:Recommendation: Eerste stap: in kaart brengen hoe Exact Globe leveringen structureert. Tot die tijd handmatig ActualDeliveryDate__c invullen.First step: map out how Exact Globe structures deliveries. Until then, manually fill in ActualDeliveryDate__c.

Na verkoop van niet-fysieke producten wordt automatisch een uitvoeringsproces aangemaakt. Fungeert als “taak” die Operations door het activatie/uitvoeringsproces leidt.After selling non-physical products, an execution process is automatically created. Functions as a “task” that guides Operations through the activation/execution process.

ActivationType-specifiek gedragActivationType-specific behaviour

Bestaande velden (in productie)Existing fields (in production)

Account__c, Support_Level__c, Agreement dates, Working_Days__c, Response/Fix tijden per severity (Critical/Major/Minor), Software_Fixes_included__c, etc.Account__c, Support_Level__c, Agreement dates, Working_Days__c, Response/Fix times per severity (Critical/Major/Minor), Software_Fixes_included__c, etc.

Nieuwe veldenNew fields

Logica:Logic: Bij case aanmaak: zoek Asset op SerialNumber + Account, auto-populate Asset__c, valideer garantie status, koppel aan SLA voor response tijden.On case creation: look up Asset by SerialNumber + Account, auto-populate Asset__c, validate warranty status, link to SLA for response times.

11.1 Pipeline & Quotes

• Quote Approval Pipeline: Kanban view op DiscountApprovalStatus__c
• Quote Conversion: conversion rate, average quote value

11.2 Delivery & BacklogDelivery & Backlog

• Delivery Backlog per Maand: DeliverySchedule__c matrix (Product × Maand)Delivery Backlog per Month: DeliverySchedule__c matrix (Product × Month)
• Order Fulfillment Status: Orders in ERP, pending delivery

11.3 Assets & Warranty

• Asset Overzicht per Klant: Filter op Status, warranty expiring (< 90 dagen)Asset Overview per Customer: Filter on Status, warranty expiring (< 90 days)
• Warranty Expiration Dashboard: WarrantyStatus__c = “Expiring Soon” → sales opportunity
• Extended Warranty Dekking: % assets met ext. warranty, revenue per BU, attach rateExtended Warranty Coverage: % assets with ext. warranty, revenue per BU, attach rate
• Repair Analytics: MTBF, repair volume, warranty vs out-of-warranty ratio

11.4 Service Activations

• Pending Activations: per ActivationType, gemiddelde activatietijd, overdue (>5 werkdagen)Pending Activations: per ActivationType, average activation time, overdue (>5 working days)
• SLA Overzicht: actieve SLA’s per klant, verlopende SLA’s, niveau verdelingSLA Overview: active SLAs per customer, expiring SLAs, level distribution

11.5 Inventory na inventory syncafter inventory sync

• Voorraad overzicht: InventoryBalance__c matrix (Product × Warehouse)Inventory overview: InventoryBalance__c matrix (Product × Warehouse)

• FLS: Kortingsvelden alleen zichtbaar voor sales + management. ERP velden read-only.Discount fields visible to sales + management only. ERP fields read-only.
• Sharing: Private Account sharing (role hierarchy). Quote/Order/Asset/ServiceActivation volgen Account.Private Account sharing (role hierarchy). Quote/Order/Asset/ServiceActivation follow Account.

Trigger → Handler PatroonTrigger → Handler Pattern

QuoteTrigger.trigger
  → QuoteTriggerHandler.cls
    → DiscountApprovalValidator.validate(quotes)
    → ExtendedWarrantyService.autoSuggest(quoteLineItems)

OrderTrigger.trigger
  → OrderTriggerHandler.cls
    → OrderIntegrationService.sendToExact(orders)

DeliveryScheduleTrigger.trigger
  → DeliveryScheduleTriggerHandler.cls
    → validatie: totalen matchen met QLI qty

ProductTypeBehavior__mdt

Stuurt gedrag van quoteProductSelector LWC per producttype.Controls behaviour of quoteProductSelector LWC per product type.

WarrantyDefault__mdt

Lookup volgorde:Lookup order: 1. WarrantyOverride__c (klant) → 2. WarrantyDefault__mdt (JuniorFamily) → 3. WarrantyDefault__mdt (BU) → 4. Product2.BaseWarrantyMonths__c1. WarrantyOverride__c (customer) → 2. WarrantyDefault__mdt (JuniorFamily) → 3. WarrantyDefault__mdt (BU) → 4. Product2.BaseWarrantyMonths__c

IntegrationSetting__mdt

1.1 Datamodel + permissiesData model + permissions

• AccountProductPrice__c aanmaken (Account__c, Product__c, UnitPrice__c, CurrencyIsoCode, StartDate__c, EndDate__c, IsActive__c, ExactContractPriceId__c External ID)create (Account__c, Product__c, UnitPrice__c, CurrencyIsoCode, StartDate__c, EndDate__c, IsActive__c, ExactContractPriceId__c External ID)
• Account-velden: DefaultPricebook__c Lookup, PricingTier__c PicklistAccount fields: DefaultPricebook__c Lookup, PricingTier__c Picklist
• Quote custom velden: discount-percentage, approval-status, signed-PDF link, DocuSign envelope-idQuote custom fields: discount-percentage, approval-status, signed-PDF link, DocuSign envelope id
• QuoteLineItem custom velden: line-discount, original-list-price, applied-pricebook-sourceQuoteLineItem custom fields: line-discount, original-list-price, applied-pricebook-source
• IntegrationLog__c object aanmakenobject created
• Permission Sets: TX_Sales, TX_SalesManager, TX_Director, TX_IntegrationUserPermission Sets: TX_Sales, TX_SalesManager, TX_Director, TX_IntegrationUser
• Multi-currency activeren in de orgEnable multi-currency in the org

1.2 Inbound integraties (samen met Twan/MuleSoft)Inbound integrations (with Twan/MuleSoft)

• Named Credentials voor MuleSoftNamed Credentials for MuleSoft
• ProductSyncHandler Apex REST (alleen Hardware BU 05-09 in Fase 1)Apex REST (Hardware BU 05-09 only in Phase 1)
• PricebookSyncHandler Apex REST (multi-currency)Apex REST (multi-currency)
• AccountProductPriceSyncHandler Apex REST (upsert op ExactContractPriceId__c)Apex REST (upsert on ExactContractPriceId__c)
• IntegrationErrorLogger + IntegrationLog__c

1.3 Apex services + triggersApex services + triggers

• PriceResolver (ladder AccountProductPrice → Pricebook)(ladder AccountProductPrice → Pricebook)
• QuoteController (LWC controller, line management, hercalc)(LWC controller, line management, recalc)
• QuoteDocumentService (PDF + DocuSign envelope)(PDF + DocuSign envelope)
• QuoteTriggerHandler, AccountProductPriceTriggerHandler
• Apex unit tests (85%+ coverage)

1.4 Lightning Web ComponentsLightning Web Components

• quoteProductSelector (Quick Add Products, alleen hardware-catalogus)(Quick Add Products, hardware catalogue only)
• quoteLineEditor (inline editen, prijs/korting)(inline edit, price/discount)
• discountValidator (realtime weergave approval-noodzaak)(realtime approval-needed display)
• quoteDocumentPanel (PDF + DocuSign acties)(PDF + DocuSign actions)
• LWC Jest tests

1.5 Approval-engine inrichtingApproval engine setup

• Analyseren van objecten/velden van de approval-engine in repo DMS CMS Solution TechnetixAnalyse approval engine objects/fields in repo DMS CMS Solution Technetix
• Engine deployen naar TechnetixDev2Deploy engine to TechnetixDev2
• Approval-regels configureren: 0-5% auto, 5-15% Level 1 (Team Lead), 15%+ Level 2 (Director)Configure approval rules: 0-5% auto, 5-15% Level 1 (Team Lead), 15%+ Level 2 (Director)
• Quote-lock + re-evaluatie logicaQuote lock + re-evaluation logic

1.6 PDF + DocuSignPDF + DocuSign

• PDF-template Quote (branding, regels, totalen, voorwaarden)PDF template Quote (branding, lines, totals, terms)
• DocuSign Connected App / Named CredentialDocuSign Connected App / Named Credential
• Envelope verzenden + status callback + signed-PDF terug op QuoteSend envelope + status callback + signed PDF back on Quote

1.7 Test & iteratie in Dev2Test & iterate in Dev2

• End-to-end scenario’s (klantprijs, pricebook-prijs, korting in elke band, multi-currency)End-to-end scenarios (customer price, pricebook price, discount in each band, multi-currency)
• DocuSign full-flow getestDocuSign full flow tested
• Iteratie met sales-key-users tot functioneel volledigIteration with sales key users until functionally complete

2.1 VoorbereidingPreparation

• Cutover-plan + freeze-venster afgestemd met sales en managementCutover plan + freeze window aligned with sales and management
• Read-only freeze op CPQ-data tijdens migratieRead-only freeze on CPQ data during migration
• Lopende DocuSign envelopes finaliseren vóór cutoverFinalise running DocuSign envelopes before cutover
• UAT sandbox refresh + snapshot voor rollbackUAT sandbox refresh + snapshot for rollback
• Mapping-tabel ontwerp: oude CPQ ID → nieuwe SF IDMapping table design: old CPQ ID → new SF ID

2.2 Deploy nieuwe metadata naar UATDeploy new metadata to UAT

• Objecten + velden + IntegrationLogObjects + fields + IntegrationLog
• Apex (PriceResolver, QuoteController, QuoteDocumentService, REST handlers)
• LWC (quoteProductSelector, quoteLineEditor, discountValidator, quoteDocumentPanel)
• Custom approval-engine uit DMS CMS Solution TechnetixCustom approval engine from DMS CMS Solution Technetix
• Permission Sets, Lightning App, Page Layouts

2.3 Initial sync vanuit ExactInitial sync from Exact

• Product2 (Hardware), Pricebook2 + PBE per tier, AccountProductPrice__c
• Validatie: aantallen, prijzen, currencies kloppen met ExactValidation: counts, prices, currencies match Exact

2.4 Data-conversie — alles overzettenData conversion — convert everything

• CPQ Contracted Prices → AccountProductPrice__c
• CPQ Quotes (alle statussen) → standaard Quote + mapping vasthoudenretain mapping
• CPQ Quote Lines → QuoteLineItem (aantallen, prijzen, kortingen, line-status)(quantities, prices, discounts, line status)
• PDF’s + ondertekende documentenPDFs + signed documents — ContentDocumentLinks opnieuw leggenre-link ContentDocumentLinks
• DocuSign envelope-historie koppelen aan nieuwe Quote-recordslinked to new Quote records
• Advanced Approvals → custom approval-enginecustom approval engine:
  • Object/veld-mapping bepalen op basis van DMS CMS Solution Technetix analyseDetermine object/field mapping based on DMS CMS Solution Technetix analysis
  • Open approvals → live records in custom engine met juiste Quote-referentiesOpen approvals → live records in custom engine with correct Quote references
  • Historische approvals → archief-records (datum, approver, level, uitkomst, comments)Historical approvals → archive records (date, approver, level, outcome, comments)
  • Approval-rule definities migreren naar custom engine configuratieMigrate approval rule definitions to custom engine config
• Conversiescripts (Apex Batch + Python via Bulk API) getest op productiekopieConversion scripts (Apex Batch + Python via Bulk API) tested on production copy
• Mapping-tabel persistent opgeslagen voor traceabilityMapping table persisted for traceability

2.5 CPQ + Advanced Approvals uninstallCPQ + Advanced Approvals uninstall

• Verifiëren dat conversies geslaagd zijn (geen openstaande CPQ-referenties)Verify conversions succeeded (no dangling CPQ references)
• Flows op CPQ-objecten deactiveren via FlowDefinition APIDeactivate flows on CPQ objects via FlowDefinition API
• Soft-deleted custom fields permanent erasen via Setup UIPermanently erase soft-deleted custom fields via Setup UI
• Profile page-layout assignments handmatig aanpassenManually adjust profile page-layout assignments
• Destructive deploys (zie scripts/cleanup/, deploy-empty/, destructiveChanges-cpq-lightning-pages.xml)Destructive deploys (see scripts/cleanup/, deploy-empty/, destructiveChanges-cpq-lightning-pages.xml)
• Package uninstall: Salesforce CPQ + Advanced Approvals (zie CPQ_CLEANUP_PLAN.md, CPQ_UNINSTALL_ERRORS_*.md)Package uninstall: Salesforce CPQ + Advanced Approvals (see CPQ_CLEANUP_PLAN.md, CPQ_UNINSTALL_ERRORS_*.md)

2.6 Reports, dashboards, profielenReports, dashboards, profiles

• Reports/dashboards op CPQ-objecten herbouwen op standaard Quote/QLI + AccountProductPriceRebuild reports/dashboards on standard Quote/QLI + AccountProductPrice
• Permission Sets toewijzen aan key-users en salesAssign Permission Sets to key users and sales
• Lightning App + Quote-pagina’s als default voor sales-profielenLightning App + Quote pages default for sales profiles

2.7 Test op UAT + sign-offUAT testing + sign-off

• End-to-end: nieuwe Quote → PDF → DocuSign → signedEnd-to-end: new Quote → PDF → DocuSign → signed
• Test op geconverteerde Quotes (bewerkbaar? approvals re-eval?)Test on converted Quotes (editable? approvals re-eval?)
• Multi-currency, korting elke band, AccountProductPrice overrideMulti-currency, discount each band, AccountProductPrice override
• UAT door key-users + business sign-off vóór Blok 3UAT by key users + business sign-off before Block 3

1. Cutover-window plannen (weekend/avond, communicatie sales + klanten)Plan cutover window (weekend/evening, communicate sales + customers)
2. Read-only freeze op productie-CPQ; lopende DocuSign envelopes finaliserenRead-only freeze on production CPQ; finalise running DocuSign envelopes
3. Productie snapshot voor rollbackProduction snapshot for rollback
4. Deploy nieuwe metadata naar productieDeploy new metadata to production
5. Initial sync vanuit Exact (Product2 hardware, Pricebook+PBE, AccountProductPrice)Initial sync from Exact (Product2 hardware, Pricebook+PBE, AccountProductPrice)
6. Data-conversie scripts draaien (zelfde scripts als UAT)Run data conversion scripts (same as UAT)
7. CPQ + Advanced Approvals uninstallCPQ + Advanced Approvals uninstall
8. Smoke-tests op productie (kritieke flows)Smoke tests on production (critical flows)
9. Go-live + hyper-care periodeGo-live + hyper-care period
10. Mapping-tabel + rollback-snapshot bewaren tijdens hyper-careRetain mapping table + rollback snapshot during hyper-care

• Workshop met Sales, Legal, OperationsWorkshop with Sales, Legal, Operations
• Contracten van klanten met afwijkende afspraken aanleverenSubmit contracts from customers with non-standard agreements
• CustomerAgreement__c + WarrantyOverride__c objecten aanmakenobjects created
• Bestaande Customer_SLA__c records koppelen aan CustomerAgreement__cLink existing Customer_SLA__c records to CustomerAgreement__c
• WarrantyOverrideResolver Apex classWarrantyOverrideResolver Apex class

Globe inrichting (parallel)Globe configuration (parallel)

• Globe: Extended Warranty (12 producten, 4 BUs × 3 periodes)Globe: Extended Warranty (12 products, 4 BUs × 3 periods)
• Globe: Software (NeuronX NMS + NGC)Globe: Software (NeuronX NMS + NGC)
• Globe: SLA producten (Bronze / Silver / Gold)Globe: SLA products (Bronze / Silver / Gold)
• Globe: Professional Services / Training / ConsultancyGlobe: Professional Services / Training / Consultancy
• Globe: Junior Family classificatie (10xx) validerenGlobe: Validate Junior Family classification (10xx)

Salesforce data model + CMDTSalesforce data model + CMDT

• Product2 nieuwe velden: ProductType__c, IsPhysicalProduct__c, IsWarrantyBearing__c, BaseWarrantyMonths__c, IsEligibleForExtendedWarranty__c, PricingUnit__c, RequiresActivation__c, SLAFlavor__cProduct2 new fields: ProductType__c, IsPhysicalProduct__c, IsWarrantyBearing__c, BaseWarrantyMonths__c, IsEligibleForExtendedWarranty__c, PricingUnit__c, RequiresActivation__c, SLAFlavor__c
• ExtendedWarrantyMapping__c + 12 records
• ProductTypeBehavior__mdt + 8 records
• WarrantyDefault__mdt + records per BU/JF
• IntegrationSetting__mdt endpoint config

Quote uitbreidenQuote extension

• ExtendedWarrantyService + extendedWarrantySelector LWC
• SLA / Software / Services regels in quoteProductSelectorSLA / Software / Services lines in quoteProductSelector
• Validation rules per ProductTypeValidation rules per ProductType

• Order + OrderItem custom velden (incl. OrderIntegrationStatus__c: New/Sending/Sent/Accepted/Error)
• DeliverySchedule__c object + LWC (split per leveringsmaand, alleen fysieke producten)object + LWC (split per delivery month, physical products only)
• QuoteToOrderConverter Apex
• OrderIntegrationService Apex (MuleSoft outbound)OrderIntegrationService Apex (MuleSoft outbound)
• End-to-end: Quote → Order → ExactEnd-to-end: Quote → Order → Exact

• Design: Exact levering structuur + SQL DB koppelingDesign: Exact delivery structure + SQL DB link
• MuleSoft Delivery Confirmation API + SF HandlerMuleSoft Delivery Confirmation API + SF Handler
• Asset custom velden (alle warranty velden)Asset custom fields (all warranty fields)
• AssetWarrantyEvent__c + AssetWarrantyCalculator + AssetWarrantyEventLogger
• Asset creatie (SN + batch) + warranty berekeningAsset creation (SN + batch) + warranty calculation

• ServiceActivation__c object + ServiceActivationService Apex (auto-creatie bij Order activatie)object + ServiceActivationService Apex (auto-create on Order activation)
• Software activatie + SLA activatie UI (LWC)Software + SLA activation UI (LWC)
• warrantyTimeline + serviceActivationList LWC
• Case.Asset__c + auto-populate + garantie validatiewarranty validation
• End-to-end: Order → Activatie → Asset → Warranty → CaseEnd-to-end: Order → Activation → Asset → Warranty → Case

• Inventory sync (read-only inbound)Inventory sync (read-only inbound)
• Subscription billing voor SLA/SoftwareSubscription billing for SLA/Software
• Recurring facturatie via Exact GlobeRecurring invoicing via Exact Globe
• Auto-renewal SLA’sAuto-renewal SLAs
• Advanced bundling rules
• Quote templates
• Mobile UI
• Customer portal

0501 — Power Supplies & Chassis (050101-050199)
0502 — Optical Equipment (050201-050299)
0503 — Headend Equipment (050301-050399)
0504 — Amplifiers & Active (050401-050499)
  050407 = NeuronX Hardware (NXT-01, NXHG-01, NXNGC-01)
0505 — DAA/RPD (050501-050599)
0506 — Cables & Accessories (050601-050699)
0507 — In-Home / CPE (050701-050799)
0508 — Passive Network (050801-050899)
  050802=Taps, 050803=Filters, 050809=Wall Outlets
0509 — Installation Materials (050901-050999)
0510 — Test Equipment (051001-051099)
0511 — Webshop / Consumer (051101-051199)
0512 — Components (051201-051299)

BU 06 — Fiber Networks
  0601 — Fiber Active (OLTs, SFP, PON, Routers)
  0602 — Fiber Passive (Splitters, Patch Panels)
  0603 — Fiber Installation

BU 07 — Wireless Communications
  0701 — VS Modules
  0702 — Wireless Active Equipment

BU 08 — Powering Solutions
  0801 — Power Supplies
  0803 — Power Distribution
  0804 — Batteries & UPS

BU 09 — Other / Legacy
  0901 — Miscellaneous

1001 — Broadband Cable Services
  100101=Software, 100103=SLA, 100104=ExtWarranty,
  100105=Consultancy, 100106=ProfServices, 100107=IP

1002 — Fiber Networks Services
  100201=Software, 100203=SLA, 100204=ExtWarranty,
  100205=Consultancy, 100206=ProfServices

1003 — Wireless Communication Services
  100301=Software, 100303=SLA, 100304=ExtWarranty,
  100305=Consultancy, 100306=ProfServices

1004 — Power Solutions Services
  100404=ExtWarranty, 100405=Consultancy, 100406=ProfServices

Software

SLA

NeuronX Hardware

Pre-DeploymentPre-Deployment

• Backup productieomgevingBack up production environment
• Validate all tests pass in UAT
• Prepare rollback plan

Deployment Steps

• Deploy metadata (custom objects, fields, profiles)
• Run data migration scripts (ProductType, warranty flags)
• Load ExtendedWarrantyMapping__c data
• Validate integrations
• Smoke tests

Post-Deployment

• Monitor error logs (first 24 hours)
• User training sessions
• Hypercare period (1 week)