Global Customer Visibility

Customers in the SAP CPQ are divided into 2 areas: Global Customers and Local Customers. Local Customers are added by individual users and are visible only to that user and to those who have permission to view them (described in the previous chapter). Global Customers are customers added by the administrator in the Global Customers admin section. They are available only to those users who have permissions to view them. Rules need to be written to allow users to view these customers.
Rules that allow users to see global customers are defined in the Global Customer Visibility admin section. This section can be accessed by clicking the link under the Customers/Customer Roles admin menu (Figure 1). This displays a list of all existing visibility rules where they can be edited or deleted.


The Global Customer Visibility administration screen shows the parameters from which a rule can be built: Group, User, and Company. The order in which each is displayed reflects its priority from left to right, with Groups having priority over Users, and Users priority over Companies.
To create a new rule, click Add New. This displays the global customer visibility definition screen shown in Figure 2.


Global customer visibility rules have two areas of definition: the first area specifies which users the rule applies to and the second specifies the condition under which the global customer will be visible. It is only possible to create 1 rule per combination of User Group, User, and Company. For instance, user can only create one rule for the user John Smith. User can, though, create a rule for the user group Sales, even if John Smith has been added to that group. In this case, though, the visibility rule created for the Sales group would have priority over the rule create for John Smith (Figure 3).


When a user does a lookup for a customer either by typing customer info in a customer role field or through the lookup action, the system runs the global customer visibility rules applied to the currently logged in user. The condition field of these rules determines which global customers are available.
Unlike local customer visibility rules, global customer visibility rules can be based only customer info. This is because the customers are global and do not belong to any particular user, which is the case with local customers. Only the customers that match in the condition will be available to the selected user(s). For example, user could specify that the user group Sales can view any global customers in the same territory that they are assigned to. This is possible because global customers and users can be assigned to territories. If the condition based on the customer info is met, then the customer(s) will be available to the current user.
Once the customer is loaded it and edit action is available, the current user may temporarily edit customer info. This shell not change the customer info on global scale only for that quote in witch has been edited.
Only shopping cart tags can be used in the condition field for visibility rules. Clicking @@ displays the code builder window where user can access tags and create complex conditional statements. Any quote information can be pulled to use in the calculation, including user information, customer information, custom fields, discounts, cart amounts, and many others. Entering 1 in the condition field allows the selected user(s) to see all user’s local customers.

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