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Customer Custom Fields: 29 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 Cus
Editing: 27 Hits
On the **Editing** tab, you can select the quote fields that will be editable, the permission groups that... it them and the status of the quotes in which the fields will be editable. By default, all fields on quote... s** column. Similarly, once a status is selected, fields show up in the **Select Fields** column. The selected fields are automatically moved to the **Selected Items** section. To deselect an item, either c
Required Fields By Workflow Action: 23 Hits
{{indexmenu_n>79}} ====== Required Fields By Workflow Action ====== The **Required Fields by Workflow Action** section determines which fields are required before a certain workflow action can be performed... ction the user isn’t allowed to perform, Required Fields by [[adminhelp:workflowapprovals:workflowactions:... lowactions|Workflow Action]] ensures that certain fields are entered before the action is successfully per
Salesforce Integration Instructions: 23 Hits
nput form (figure 4) is shown. Fill out the input fields with the data below. * in **App** filed type Qu... Custom objects list// ;#; ==== Step 2: Add Custom Fields to Quote Object ==== Now that you defined the Quote object you need to define the fields in Salesforce that we will eventually match up to SAP CPQ. To add custom fields, click on //new// link under //Custom Fields & Relationships// submenu from th
Quote Item Custom Fields: 23 Hits
====== Quote Item Custom Fields ====== Custom fields on quote items can contain various types of values. ... are able to edit the values of quote item custom fields in the quote. The methods for creating/editing quote item custom fields vary depending on the quote engine being used (Quote 1.0 or Quote 2.0). ====... Quote 1.0 ==== You can create quote item custom fields which are displayed on Quote 1.0 by navigating to
Adding/Removing Editable Fields: 21 Hits
indexmenu_n>842}} ====== Adding/Removing Editable Fields ====== Clicking the {{Wiki::addingremovingedit... bring up a screen where user may define Editable Fields and Calculations. \\ \\ {{ pricingcalculations... ration:clickedit.jpg }} ;#;//Figure A - Editable Fields Setup//;#; ===== Available Fields and Calculations ===== **Fields **– The Fields list box allows for the selection of available fields, which are
Deploying Quote Item Custom Fields: 21 Hits
====== Deploying Quote Item Custom Fields ====== To add quote item custom fields to the deployment packag... page displays after selecting **Quote Item Custom Fields** in **Package Component** and clicking **Add**. ... ge component. - In **Selected quote item custom fields**, select the quote item custom fields you want t... add to the package. - **All quote item custom Fields**: all available quote item custom fields are add
Search Fields: 21 Hits
{{indexmenu_n>66}} ====== Search Fields ====== The Search Fields administration allows controlling which fields will be available for users to filter their load quote page by. They can be defined on a per user group basis and can ordered. The search fields available include quote information, customer inf... tration:quotefilter.png|}} ;#;//Figure A - Search Fields on Filter// ;#; \\ When users want to save defaul
Column Headings: 18 Hits
ion, customer information, key attributes, custom fields and/or user information. Any field available to u... ** would bring up the same page seen in Figure C. Fields starting with the blue asterisk symbol, (*), are ... \\ This feature will enable users to edit custom fields from the **Existing quotes** page. Users can change quote level custom fields directly on the existing quotes page. For example, this can be very use
Custom Fields: 18 Hits
{{indexmenu_n>62}} ====== Custom Fields ====== The **Custom Fields** administration allows creating custom fields in the shopping cart for users to include additional information, such as terms of payment ... other specific information to your company. The fields can also be useful in helping to define what a ge... ki::customfieldsb1.png }} ;#;//Figure A - Custom Fields// ;#; \\ Custom Fields administration can be fou
Deploying Custom Fields: 16 Hits
====== Deploying Custom Fields ====== To add custom fields to the deployment package and deploy them, fol... . \\ A new page displays after selecting **Custom Fields** in **Package Component** and clicking **Add**. ... for the package component. - In **Select Custom Fields** that will be sent, select the custom fields you want to add to the package. - **All Custom Fields**: all available custom fields are added to the p
Status - User Group Grid: 16 Hits
=== Status - User Group Grid ====== The **Cart Fields** administrative section can be accessed by clicking **Cart Fields** under **Pricing/Calculations**. This brings up the **Status - User Group Grid** ... cartfieldadmin.jpg }} ;#;//Figure A - Editable Fields Administration// ;#; On mouse-over, user can see which fields are editable for each User Group - Status combination. For example, Editable Fields fo
Custom Fields Mapping: 14 Hits
{{indexmenu_n>92}} ====== Custom Fields Mapping ====== The **Custom Fields Mapping** administrative section allows you to map fields, custom or standard, from CPQ to opportunity or opportunity account fields in the CRM. To access this administrative section, click the link under the **CRM Integration ... rom the CRM**. The tabs at the top of the Custom Fields Mapping administration page allow you to define m
User Custom Fields: 14 Hits
====== User Custom Fields ====== User custom fields enable you to add additional fields for users.\\ To view a list of all user custom fields in the system and/or add new custom fields, go to **Setup** > **Users** > **User Custom Fields**.\\ A list of all existing user custom fields displays, and their to... n the top right corner of the page.\\ User custom fields can be filtered by specific and advanced criteria
Reconfigure: 10 Hits
General: 9 Hits
Users: 8 Hits
Copy: 8 Hits
Scripting: 6 Hits
Limitations: 5 Hits
Quote 2.0: 5 Hits
CRM Objects: 5 Hits
Define Table: 4 Hits
Rules Admin: 4 Hits
User Types: 4 Hits
Pricebooks: 3 Hits
Reports: 3 Hits
Using CPQ: 3 Hits
User Import: 3 Hits
Currencies: 2 Hits
CRM Quote: 2 Hits
Quote Tabs: 2 Hits
Time Zones: 2 Hits
Shipping: 2 Hits
Product copy: 2 Hits
Favorites: 1 Hits
sidebar: 1 Hits
CTX Tags: 1 Hits
User Page: 1 Hits
CTX Tags: 1 Hits
Favorites: 1 Hits
Attributes: 1 Hits
Q Tags: 1 Hits
Branding: 1 Hits
Territories: 1 Hits
Scripting: 1 Hits
Companies: 1 Hits
Promotions: 1 Hits
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