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Application Parameters: 118 Hits
ed into following tabs: **General Parameters**, **Users**, **Product Catalog**, **Configurator**, **Shopp... active products when set to **TRUE**. * **When users enter several words in search box, CPQ will find ... ffline permission**: sets permissions that enable Users to download offline. * **Email login details t... ther an email containing login details is sent to Users when they download offline. * **Do not email l
Bulk User Import/Export: 41 Hits
enhancement enables importing/exporting multiple users into/from CPQ. The following properties of the Bu... ge is divided into three sections:\\ * **Export Users** - contains buttons for initiating different exp... - exports an Excel template with three sheets: **Users** (template for defining user details), **IMPORTA... the respective descriptions). * **Export All Users** - exports an Excel sheet with all users in the
User Import: 34 Hits
====== User Import ====== \\ To import new users or edit existing users, go to **Setup** > **Users** > **Users** > **Import Users**.\\ Alternatively, the same can be done on the **User Import** page in **S... he **User Import** page, you can: * Import new users using a sample template. * Create a template by exporting existing users. * Update existing users to later import the updated list. ===== Import
Creating a Document Generation Template: 27 Hits
mplates are always generated as XLSX files. * **Users can choose customer’s language when creating documents** - if selected, users can select the language in which the document is generated in the **Cus... appear when they are presented to the user. When users are selecting the template for their documents, o... page displays the template name, the name of the users who created and modified the template and the res
Automatic Deletion of Users: 27 Hits
====== Automatic Deletion of Users ====== When deleting users, you can either delete inactive users or users who do not log into the system during the specified deletion period. ===== Automatic Deletion of Inactive Users ===== A user becomes inactive when you:\\ - disable the **Active** toggle switch in **Setup** > **Users** > **Users** > a particular user > **General**\\ - update the user's active st
Approval Rules: 23 Hits
functionality that enables administrator to force users to obey a set of rules when operating with theirs... del the approval process so that he doesn't allow users to put the discount on the quote amount in excess... essary to do the following: - Set up individual users' Managing/ Ordering/ Approving parents on user ad... many as needed. Since approvers are ordinary CPQ users (with some more rights), it is important to selec
Users: 22 Hits
{{indexmenu_n>53}} ====== Users ====== The **Users** administration page enables you to manage the existing users in the system and add new ones.\\ To view a list of all users in the system and/or add new users, go to **Setup** > **Users** > **Users**. A list of all existing users displays, and their to... r of the page.\\ {{:adminhelp:usersadministration:users.png?600}}\\ \\ Users can be filtered by specific
SAP CPQ Package for SFDC: 22 Hits
Single Sign-On authentication service that allows users to use one password and username to access both S... are finished, the integration is enabled for all users in the tenant. You can always limit the access to all users or to specific profiles in AppExchange. Since the integration requires certain adjustment... or Salesforce administrators.\\ **Install for All Users** - enables the integration for both administrato
CPQ Package for SFDC: 21 Hits
Single Sign On authentication service that allows users to use one password and username to access both S... are finished, the integration is enabled for all users in the tenant. You can always limit the access to all Users or to specific profiles in AppExchange. Since the integration requires certain adjustment... or Salesforce administrators.\\ **Install for All Users** - enables the integration for both administrato
Delegation of authority for user management: 21 Hits
ority for user management** allows to enable some users how not administrators to Administer Users and Ad... ser management can be accessed under the **Setup/ Users/ Delegation of authority for user management**.\\... ;#;//Figure A- Permission groups that can manage users//;#;\\ To **Copy**,** Delete** or **Edit** Permis... rmission group. This displays the **Management of users screen**. ;#;{{:adminhelp:usersadministration:5.p
User Types: 21 Hits
====== User Types ====== User types control how users interact with the system. For example, products, r... em and/or add new user types, go to **Setup** > **Users** > **User Types**. A list of all existing user t... - **Home Page (default)** – default page on which users land, i.e. **Catalog**. \\ - **Quote List** – a l... - Click **Start category** to define the category users belonging to the user type land to in CPQ. \\
Permission Groups: 21 Hits
he **Permission Groups** section in **Setup** > **Users** allows administrators to add new and modify existing permission groups. Users should be included in a permission group to share access rights over ... ministrators can assign access rights to multiple users in one click.\\ Permission groups can be filtered... n * members ==== User Search Logic ==== To add Users to a group, administrators can perform simple and
Setup Administration: 18 Hits
===== Workflow Adjustments ===== To enable your users to generate documents in SAP CPQ, on top of creat... y conditions]] that prevent it from displaying to users. * add the **Generate Documents** action in the... stomizations during document generation among all users for each quote. If **FALSE** is selected, all cus... r the user making the customizations. If multiple users work on one quote, customizations are saved only
Involved Parties (Quote Teams): 15 Hits
== Involved Parties (Quote Teams) ====== Grouping users into teams enables parallel work on one quote and... inistration teams that manage sections and assign users to solution teams. Each solution team has access ... Administration Team​** - unlike the solution team users, administration team users can create, edit and d... . Administration teams create solution teams, add users to teams and assign teams to sections. There can
Pricebooks: 15 Hits
User Page: 14 Hits
Email Lists: 12 Hits
Favorites: 11 Hits
Setup Home: 9 Hits
Favorites: 8 Hits
CRM Objects: 7 Hits
Time Zones: 7 Hits
Branding: 6 Hits
Territories: 6 Hits
Define Table: 5 Hits
User Journey: 4 Hits
Companies: 4 Hits
Categories: 4 Hits
User Classes: 4 Hits
Attributes: 4 Hits
CTX Tags: 4 Hits
CTX Tags: 4 Hits
Quote Tables: 3 Hits
Scripting: 3 Hits
Logging In: 2 Hits
DokuWiki: 2 Hits
SAP CPQ API: 2 Hits
States: 2 Hits
Navigating: 2 Hits
Reports: 2 Hits
General: 2 Hits
sidebar: 1 Hits
C Tags: 1 Hits
Audit Trail: 1 Hits
Quote 2.0: 1 Hits
Limitations: 1 Hits
Pricing API: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
All Pages: 1 Hits
Countries: 1 Hits
Products: 1 Hits
SFDC Details: 1 Hits
Editing: 1 Hits
Blocked Data: 1 Hits
Statuses: 1 Hits
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