Search

You can find the results of your search below. If you didn't find what you were looking for, you can create or edit the page named after your query with the appropriate button.

Results


Entering Customer Information: 46 Hits
====== Entering Customer Information ====== ===== Populate customer roles===== Customer information can be entered through the **Customer Info** tab. Depending on how your company has it set up, there are three roles in which customer information can be entered: **Bill To**, **Ship To**, and **End User**... can be entered the same way for all three roles. Customer information can be entered by adding a new custom
Customer Custom Fields: 37 Hits
====== Customer Custom Fields ====== Each CPQ Customer Role (Bill To, Ship To, End User) contains some standard fields which hold customer information. First Name, Last Name, Address and Company are some of these standard customer fields. If there is need, administrators can add one or more custom fields to Customer Roles. This is being done from CPQ Admin -> Customers/Customer Roles -> **Customer Custo
Complete Tag List: 36 Hits
Value\\ Quote.CustomField().AttrValueCode\\ Quote.Customer().CustomerId\\ Quote.Customer().ShopCartId\\ Quote.Customer().UserId\\ Quote.Customer().CustomerCode\\ Quote.Customer().CRMAccountId\\ Quote.Customer().CRMContactId\\ Quote.Customer().DirtyFlag\\ Quote.Customer().RevisionNumber\\ Quote.Customer().FirstName\\ Quote.Customer().LastName\\ Quote.Customer().Company\\ Quote.Customer().Address1\\ Quote.C
CTX Tags for Quote 2.0: 36 Hits
omField().InUserTimezone.InUSDateFormat * Quote.Customer().CustomerId * Quote.Customer().QuoteId * Quote.Customer().UserId * Quote.Customer().FirstName * Quote.Customer().LastName * Quote.Customer().Company * Quote.Customer().Address1 * Quote.Customer().Address2 * Quote.Customer().City * Quote.Customer().StateAbbrev * Quote.Customer().ZipCode * Quote.Customer().CountryAbbrev * Qu
Complete Tag List: 36 Hits
Value\\ Quote.CustomField().AttrValueCode\\ Quote.Customer().CustomerId\\ Quote.Customer().ShopCartId\\ Quote.Customer().UserId\\ Quote.Customer().CustomerCode\\ Quote.Customer().CRMAccountId\\ Quote.Customer().CRMContactId\\ Quote.Customer().DirtyFlag\\ Quote.Customer().RevisionNumber\\ Quote.Customer().FirstName\\ Quote.Customer().LastName\\ Quote.Customer().Company\\ Quote.Customer().Address1\\ Quote.C
Result XML Examples: 34 Hits
</Shipping> </Shippings> <Customers> <Customer CustomerRoleType="1" Editable="1" Visible="0" Req... le="1" Visible="1" Required="0" FieldDisplayName="Customer Id" FieldDisplayType="" FieldDisplaySize="0" Fiel... "4" ActionName="Lookup" /> </Actions> </Customer> <Customer CustomerRoleType="2" Editable="1" ... le="1" Visible="1" Required="0" FieldDisplayName="Customer Id" FieldDisplayType="" FieldDisplaySize="0" Fiel
New Quote Details: 31 Hits
in the node <Name> \\ \\ **<Customers>** * **<Customer CustomerRoleType="1">-:$** \\ Before a customer i... ookup is performed in order to find out if such a customer already exists in the SAP CPQ system. \\ Search is performed first by looking if the SAP CPQ customer's ID is present in input %%XML%%. (Node "Id"). If there is a customer with a supplied ID, that customer will be used. If this id is supplied wrong, t
Customer Role Defaults: 25 Hits
====== Customer Role Defaults ====== The **Customer Role Default** administrative section allows users to define whether or not customer role fields are filled with user’s information or a user’s company information. Pre-populating customer role fields with data can be helpful in many instances. For e... channel reps often user themselves in the Bill To customer role and the customer’s name in the Ship To or En
Limitations: 23 Hits
merce Cloud, Variant Configuration, SAP Cloud for Customer and SAP ERP.|x| | When changing the quantity of B... ntegration with SAP CPQ}}.|x| ==== SAP Cloud for Customer - SAP CPQ Integration Limitations ==== ^Limitatio... le for the business transaction) in SAP Cloud for Customer needs to be the current user, as SAP CPQ does not... ign Owner** in SAP CPQ is disabled. SAP Cloud for Customer shows an error if the owner for SAP CPQ quote get
Contract Pricing/Discounting: 23 Hits
ract/special prices for some products for certain customer(s). Use cases include:\\ Use Case 1. Contractual/... ems (Used when discount must be shown on quote to customer)\\ For both use cases, the prices are setup using... ct/special pricing process, first make sure the **customer required** checkbox field is **checked**. When th... o an empty Cart/Quote. From there, they can enter customer information. A product can then be configured whe
Global Customer Visibility: 22 Hits
{{indexmenu_n>1005}} ====== Global Customer Visibility ====== Customers in the CPQ are divided into 2 are... to see global customers are defined in the Global Customer Visibility admin section. This section can be ac... cessed by clicking the link under the **Customers/Customer Roles** admin menu. This displays a list of all e... ustomervisibility.jpg }} ;#;//Figure A - Global Customer Visibility//;#; \\ The Global Customer Visibilit
Customer Administration Execution Workflow: 21 Hits
====== Customer Administration Execution Workflow ====== - The supplied username and password are check... wed value - 50, the API call will fail. \\ - Customer nodes are one by one deserialized from input XML.... sting customers is performed, or the deserialized customer is being added (saved) in CPQ DB without search. ... or AddOrUpdate the search is performed in CPQ for customer. Search rules are described later. \\ - If s
Local Customer Visibility: 21 Hits
{{indexmenu_n>1004}} ====== Local Customer Visibility ====== Customers in the CPQ are divided into 2 area... ese customers, though. \\ Rules that allow local customer sharing are defined in the Local Customer Visibil... cessed by clicking the link under the **Customers/Customer Roles** admin menu. This displays a list of all ... customervisibility.jpg }} ;#;//Figure A - Local Customer Visibility// ;#; \\ The Local Customer Visibilit
User Types: 20 Hits
page. \\ - **When creating a new quote, require customer to be selected first**: determines whether users will be redirected to fill out customer information first when creating a new quote. \\ - **Show pr... Types**. * **When creating a new quote, require customer to be selected first** - toggle switch in **Users... **. In previous versions, this option was named **Customer Required** and it has keept the same behavior.
General: 9 Hits
Pricebooks: 8 Hits
Scripting: 7 Hits
Reports: 7 Hits
Using CPQ: 5 Hits
sidebar: 4 Hits
CTX Tags: 4 Hits
CTX Tags: 4 Hits
CRM Objects: 3 Hits
Q Tags: 3 Hits
Companies: 2 Hits
User Page: 2 Hits
Quote Tabs: 1 Hits
Favorites: 1 Hits
GI Tags: 1 Hits
SAP CPQ API: 1 Hits
GI Tags: 1 Hits
Quote Tables: 1 Hits
Territories: 1 Hits
sidebar: 1 Hits
User Classes: 1 Hits
Time Zones: 1 Hits
You are here: SAP CPQ Online Help