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adminhelp:crmintegrationsetup:cpqc:setup_prerequsites:provider_settings [2018/11/30 03:04]
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adminhelp:crmintegrationsetup:cpqc:setup_prerequsites:provider_settings [2019/05/27 06:26] (current)
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 ====== Provider Settings ====== ====== Provider Settings ======
 The main adjustments for enabling the integration in SAP CPQ are managed in the **Providers** section.\\ The main adjustments for enabling the integration in SAP CPQ are managed in the **Providers** section.\\
-**Prerequisite**: to have an integration user created in CLM. +**Prerequisite**: to have an integration user created in SAP CLM. 
  
   - Go to **Setup** > **Providers** > **Providers**. \\ A page with available providers displays.   - Go to **Setup** > **Providers** > **Providers**. \\ A page with available providers displays.
-  - Click the CLM card. \\ A page with two tabs displays. \\ **Provider Settings** is open by default. +  - Click the SAP CLM card. \\ A page with two tabs displays. \\ **Provider Settings** is open by default. 
-  - Fill out the fields with data you received upon CLM tenant creation.+  - Fill out the fields with data you received upon SAP CLM tenant creation.
        * **Use CLM Integration** - set to **TRUE** to enable the integration.        * **Use CLM Integration** - set to **TRUE** to enable the integration.
-       * **CLM Integration URL** - URL of the CLM environment where your tenant was created. +       * **CLM Integration URL** - URL of the SAP CLM environment where your tenant was created. 
-       * **CLM integration username** - email of the CLM integration user. The integration authorization will be based on this value. +       * **CLM integration username** - email of the SAP CLM integration user. The integration authorization will be based on this value. 
-       * **CLM integration password** - password of the CLM integration user.+       * **CLM integration password** - password of the SAP CLM integration user.
   - Click **Save**. \\ The SAP CPQC integration is now enabled.   - Click **Save**. \\ The SAP CPQC integration is now enabled.
 ====== Template Mappings ====== ====== Template Mappings ======
 **Prerequisites**:  **Prerequisites**: 
-  * to have a [[https://docs.calliduscloud.com/articles/#!contract-lifecycle-management-publication/add-contract-type|contract type created in CLM]].+  * to have a [[https://docs.calliduscloud.com/articles/#!contract-lifecycle-management-publication/add-contract-type|contract type created in SAP CLM]].
   * to have an [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:documentgenerationtemplates:documentgenerationtemplates|active document generation template created in SAP CPQ]].   * to have an [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:documentgenerationtemplates:documentgenerationtemplates|active document generation template created in SAP CPQ]].
-  * to have these two tags in the SAP CPQ template: **$QUOTE_LINE_ITEMS** and **$OPTIONAL_QUOTE_LINE_ITEMS**. The tags retrieve line and optional quote items that are displayed in the contract. Alternatively, you can add the tags directly in the contract in CLM. You should insert the tags only once per document for the system to process them properly. These are not the standard SAP CPQ tags for retrieving quote items in the document.+  * to have these two tags in the SAP CPQ template: **$QUOTE_LINE_ITEMS** and **$OPTIONAL_QUOTE_LINE_ITEMS**. The tags retrieve line and optional quote items that are displayed in the contract. Alternatively, you can add the tags directly in the contract in SAP CLM. You should insert the tags only once per document for the system to process them properly. These are not the standard SAP CPQ tags for retrieving quote items in the document.
  
-  - On the **CLM provider settings** page, click **Template Mappings**. \\ The page lets you map an SAP CPQ template to CLM contract type (e.g. //Master Service Agreement (MSA)//).+  - On the **CLM provider settings** page, click **Template Mappings**. \\ The page lets you map an SAP CPQ template to an SAP CLM contract type (e.g. //Master Service Agreement (MSA)//).
   - Click **Add New**. \\ Enter the name and the description of the mapping.   - Click **Add New**. \\ Enter the name and the description of the mapping.
   - Click {{:adminhelp:cpqc_integration:setup_prerequisites:cpq_183_template_search_icon.png?10}} next to the dedicated fields to search for a document template and a contract type, respectively.   - Click {{:adminhelp:cpqc_integration:setup_prerequisites:cpq_183_template_search_icon.png?10}} next to the dedicated fields to search for a document template and a contract type, respectively.
-  - Click **Save**. \\ The SAP CPQ template is mapped to the CLM contract. \\ New tabs display to map quote item columns and statuses for the respective template.+  - Click **Save**. \\ The SAP CPQ template is mapped to the SAP CLM contract. \\ New tabs display to map quote item columns and statuses for the respective template.
 ====== Field Mapping ====== ====== Field Mapping ======
 The **Field Mappings SAP CPQ to CLM** and **Field Mappings CLM to SAP CPQ** tabs are available only when you are within a template/contract mapping. The **Field Mappings SAP CPQ to CLM** and **Field Mappings CLM to SAP CPQ** tabs are available only when you are within a template/contract mapping.
-In the **Field Mappings SAP CPQ to CLM** tab, map SAP CPQ fields to CLM fields (the value of an SAP CPQ field displays in the mapped CLM field in the contract). SAP CPQ fields are grouped under entities (**Quote**, **Visitor**, etc.). When adding a new field, you first need to select an SAP CPQ entity and then a related field. Both standard and custom quote fields are available. In **CLM Field**, first select one of the CLM objects (**Contract**, **Customer** and **Contact**) and then one of the related standard or custom fields.+In the **Field Mappings SAP CPQ to CLM** tab, map SAP CPQ fields to SAP CLM fields (the value of an SAP CPQ field displays in the mapped SAP CLM field in the contract). SAP CPQ fields are grouped under entities (**Quote**, **Visitor**, etc.). When adding a new field, you first need to select an SAP CPQ entity and then a related field. Both standard and custom quote fields are available. In **CLM Field**, first select one of the SAP CLM objects (**Contract**, **Customer** and **Contact**) and then one of the related standard or custom fields.
 <note>In the list of SAP CPQ entities, choose **Tag (Dynamic Formula)** if you wish to dynamically retrieve data from the system. Create a formula in the standard SAP CPQ formula builder.</note> <note>In the list of SAP CPQ entities, choose **Tag (Dynamic Formula)** if you wish to dynamically retrieve data from the system. Create a formula in the standard SAP CPQ formula builder.</note>
  
-Although you can map any fields you wish the legal team and customers to see in the contract, some fields are required on the CLM side: **name** (Customer), **email** (Contact), **contactFirstName** (Contact) and **contactLastName** (Contact). These fields can be mapped to any fields in SAP CPQ (e.g. **Bill to Customer**).+Although you can map any fields you wish the legal team and customers to see in the contract, some fields are required on the SAP CLM side: **name** (Customer), **email** (Contact), **contactFirstName** (Contact) and **contactLastName** (Contact). These fields can be mapped to any fields in SAP CPQ (e.g. **Bill to Customer**).
  
-In **Field Mappings CLM to SAP CPQ**, choose a CLM object and a field that will be mapped to an SAP CPQ field. The values of CLM fields can be mapped only to quote custom fields in SAP CPQ.+In **Field Mappings CLM to SAP CPQ**, choose a SAP CLM object and a field that will be mapped to an SAP CPQ field. The values of SAP CLM fields can be mapped only to quote custom fields in SAP CPQ.
 ====== Quote Item Column Mappings ====== ====== Quote Item Column Mappings ======
 The tags in the document retrieve values from quote item columns selected in the **Quote Item Column Mappings** tab. Move the columns from available to selected and vice versa by clicking on them. The tags in the document retrieve values from quote item columns selected in the **Quote Item Column Mappings** tab. Move the columns from available to selected and vice versa by clicking on them.
 The following columns are selected by default and you cannot remove them from the list: **Description**, **CartItem** and **RolledUpCartItem**. The following columns are selected by default and you cannot remove them from the list: **Description**, **CartItem** and **RolledUpCartItem**.
  
-Some product columns are not available in the list and cannot to be sent from SAP CPQ to CLM:+Some product columns are not available in the list and cannot to be sent from SAP CPQ to SAP CLM:
   * **Upfront Percent**     * **Upfront Percent**  
   * **Upfront Amount**   * **Upfront Amount**
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 ====== Status Mappings ====== ====== Status Mappings ======
-In **Status Mappings**, administrators define the lifecycle of a quote and the contract in the two systems. In this tab, you define how statuses will change from SAP CPQ to CLM and vice versa after an action is executed. It is possible to map a status in one application to a status in the other application. The statuses will change when the **Change status in CLM** and **Change status from CLM** actions get executed.  +In **Status Mappings**, administrators define the lifecycle of a quote and the contract in the two systems. In this tab, you define how statuses will change from SAP CPQ to SAP CLM and vice versa after an action is executed. It is possible to map a status in one application to a status in the other application. The statuses will change when the **Change status in CLM** and **Change status from CLM** actions get executed.  
-When the agreement on quote items is reached, SAP CPQ users will change the status of the quote to a status that indicates that the negotiation is completed. Additionally, SAP CPQ users need to execute the **Change Status in CLM** action so that the status of the contract in CLM would change accordingly. +When the agreement on quote items is reached, SAP CPQ users will change the status of the quote to a status that indicates that the negotiation is completed. Additionally, SAP CPQ users need to execute the **Change Status in CLM** action so that the status of the contract in SAP CLM would change accordingly. 
-CLM Side +SAP CLM Side 
-To configure provider settings in CLM, find detailed instructions on their [[https://docs.calliduscloud.com/articles/#!contract-lifecycle-management-publication/configure-provider-settings-in-clm|help pages]].+To configure provider settings in SAP CLM, find detailed instructions on their [[https://docs.calliduscloud.com/articles/#!contract-lifecycle-management-publication/configure-provider-settings-in-clm|help pages]].
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