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 as shown in the image below:

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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 for the User Group Sales and order status Quote won are shown in the image below:

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Figure B - Available Editable Fields on Mouse Over

To define Editable Fields and Calculations for a single User Group - Status combination, click the button.
To set Editable Fields and Calculations for all order statuses of a specific user group, click the User Group name at the top of the grid as shown below.

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Figure C - Administer Editable Fields by User Groups

To set Editable Fields and Calculations of a status for all user groups click the Status name as shown in the image below.

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Figure D - Administer Editable Fields by Statuses

CPQ also allows user to set Editable Fields and Calculations for all user groups and statuses by clicking the Set all link.

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Figure F - Administer Editable Fields


The Default column allows setting Default Editable Fields and Calculations, which will be applied to each newly added user group or order status.

Clicking the button, User Group name, Status name, or Set all link will bring up a screen where user may define Editable Fields and Calculations (see Adding Removing Editable Fields).

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