Differences

This shows you the differences between two versions of the page.

adminhelp:crmintegrationsetup:cpqc:typical_business_scenario [2018/08/10 04:07]
mnikolic
adminhelp:crmintegrationsetup:cpqc:typical_business_scenario [2018/11/05 05:33] (current)
mnikolic
Line 1: Line 1:
 ====== Typical Business Scenario ====== ====== Typical Business Scenario ======
-In CPQC, you can map statuses and set up actions according to your specific business model. The following example describes a typical use case when the initially generated contract needs to be adjusted and the negotiation goes back and forth between CPQ and CLM until a final agreement is reached.\\+In CPQC, you can map statuses and set up actions according to your specific business model. The following example describes a typical use case when the initially generated contract needs to be adjusted and the negotiation goes back and forth between SAP CPQ and CLM until a final agreement is reached.\\
 {{:adminhelp:cpqc_integration:cpqc_183_quote_lifecycle.png?600}}\\ {{:adminhelp:cpqc_integration:cpqc_183_quote_lifecycle.png?600}}\\
-After a quote with items is created in CPQ, the sales representative generates a document using the template that is mapped with a contract template in CLM. Depending on the business process, the quote in CPQ may go through different statuses. After the document is sent to CLM, the user executes the action **Change Status in CLM** to align the lifecycle of the quote and the generated contract.\\+After a quote with items is created in SAP CPQ, the sales representative generates a document using the template that is mapped with a contract template in CLM. Depending on the business process, the quote in SAP CPQ may go through different statuses. After the document is sent to CLM, the user executes the action **Change Status in CLM** to align the lifecycle of the quote and the generated contract.\\
 The legal team reviews the contract, redlines it and adds suggestions in the comments section in **Commercial Details**. The team sends the contract to customers who add their comments in case any change of the contract is needed (change of price, higher discount, amount of items, etc.).\\ The legal team reviews the contract, redlines it and adds suggestions in the comments section in **Commercial Details**. The team sends the contract to customers who add their comments in case any change of the contract is needed (change of price, higher discount, amount of items, etc.).\\
-While the contract goes through review in CLM and changes statuses accordingly, the status of the quote in CPQ does not change. When the contract reaches the status that was mapped in **Status Mappings** in CPQ, the action **Change Status from CLM** is triggered and the status of the quote changes accordingly. The user in CPQ gets a notification that the status of the contract has changed.\\ +While the contract goes through review in CLM and changes statuses accordingly, the status of the quote in SAP CPQ does not change. When the contract reaches the status that was mapped in **Status Mappings** in SAP CPQ, the action **Change Status from CLM** is triggered and the status of the quote changes accordingly. The user in SAP CPQ gets a notification that the status of the contract has changed.\\ 
-The **Collaboration/Comments** button in CPQ shows the number of comments that are sent from CLM. The sales representative makes the changes according to CLM comments, replies to comments and saves the quote. The replies are automatically sent to CLM and users can view them in the **All Comments** section in **Commercial Details**.\\ +The **Collaboration/Comments** button in SAP CPQ shows the number of comments that are sent from CLM. The sales representative makes the changes according to CLM comments, replies to comments and saves the quote. The replies are automatically sent to CLM and users can view them in the **All Comments** section in **Commercial Details**.\\ 
-When both parties agree on the offer and the contract terms, the status of the contract in CLM is changed to the target status and, consequently, the quote in CPQ will reach the right status.+When both parties agree on the offer and the contract terms, the status of the contract in CLM is changed to the target status and, consequently, the quote in SAP CPQ will reach the right status.
  
  
You are here: CallidusCloud SAP CPQ Online HelpAdmin Page HelpIntegrationsCPQCTypical Business Scenario