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adminhelp:quotesadministration:columnheadings [2019/05/09 06:42]
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adminhelp:quotesadministration:columnheadings [2019/05/09 09:31] (current)
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-The Column Headings administrative section allows SAP CPQ administrators to control the columns displayed to users on the Existing Quotes page. The column headings can be defined per user type and the columns can be ordered. Available column headings can include quote information, customer information, key attributes, custom fields and/or user information. Any field available to users on the Existing Quotes page can be sorted. +The **Column Headings** administrative section allows SAP CPQ administrators to control the columns displayed to users on the **Existing quotes** page. You can restrict the visibility of column headings to specific user types or you can make them visible for all user types. You can also select the order in which the columns will be displayed on a quote. Available column headings may include quote information, customer information, key attributes, custom fields and/or user information. Any field available to users on the **Existing quotes** page can be sorted. 
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 ;#;//Figure A - Column Headings, User side//;#; ;#;//Figure A - Column Headings, User side//;#;
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-The **Column Headings** administrative section can be accessed under the **Quotes** admin menu. Here admins can add, remove, and modify the column headings. \\ +The **Column Headings** administrative section can be accessed via **Setup** > **Quotes**. Here administrators can add, remove, and modify the column headings. \\ 
  
 ;#; {{ quotesadministration:columnheading.jpg }} ;#; ;#; {{ quotesadministration:columnheading.jpg }} ;#;
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-To add a new **Existing Quotes Column**, click **Add New**. A blank definition page will be displayed as shown in Figure C. Selecting **Edit** would bring up the same page seen in Figure C. Fields starting with the blue asterisk symbol, (*), are required in order to save the new column. When an admin adds/edits column heading, if column represents quote custom field, 2 additional check-boxes are enabled+To add a new **Existing Quotes Column**, click **Add New**. A blank definition page will be displayed as shown in Figure C. Selecting **Edit** would bring up the same page seen in Figure C. Fields starting with the blue asterisk symbol, (*), are required in order to save the new column. When you add/edit a column heading, two additional check-boxes are enabled if the column represents quote custom field: 
   * Label : **Editable**   * Label : **Editable**
-   * If this is checked users are able to change value of this field from Existing quotes page\\+   * If this is checked users are able to change the value of this field from the **Existing quotes** page\\
   * Label : **Changing field value triggers quote recalculation**   * Label : **Changing field value triggers quote recalculation**
-          * When users edit field from Existing quotes page, quote will be recalculated. This feature can be used when the field is usedin other calculations in the quote or when its value is transferred to quote items. \\+          * When users edit field from the **Existing quotes** page, the quote will be recalculated. This feature can be used when the field is used in other calculations in the quote or when its value is transferred to quote items. \\
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 ;#;{{:adminhelp:quotesadministration:column_heading_administration.png|}};#; ;#;{{:adminhelp:quotesadministration:column_heading_administration.png|}};#;
 ;#;//Figure C - Add New Column//;#; \\ ;#;//Figure C - Add New Column//;#; \\
  
-This feature will enable user to edit custom fields from the existing quotes page. Users can change quote level custom fields directly on the existing quotes page. For example, this can be very useful when changing expected close date for several quotes without opening them one by one. Additionally, admin can define which fields are editable and whether or not changing that field causes the entire quote to be recalculated. +This feature will enable users to edit custom fields from the **Existing quotes** page. Users can change quote level custom fields directly on the existing quotes page. For example, this can be very useful when changing the expected close date for several quotes without opening them one by one. Additionally, you can define which fields are editable and whether or not changing that field causes the entire quote to be recalculated. 
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 Custom field types that are supported for edit are: Custom field types that are supported for edit are:
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   - **Date**   - **Date**
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-When a user enters values in one of the editable quote fields and clicks on ‘Save’, SAP CPQ will identify quotes where the user has entered a value and save the quotes one by one. Unless an admin has marked the column to trigger quote re-calculation, the values will be saved directly to the database without loading the SAP CPQ cart (in the background). If the cart is loaded, the value will be saved and all calculations will be triggered, transfer to item feature executed and so on (similar to how calculations are triggered when the user updates the field from the cart).\\+When a user enters values in one of the editable quote fields and clicks **Save**, SAP CPQ will identify quotes where the user has entered a value and save the quotes one by one. Unless you have marked the column to trigger quote re-calculation, the values will be saved directly to the database without loading the SAP CPQ cart (in the background). If the cart is loaded, the value will be saved and all calculations will be triggered, transfer to item feature executed and so on (similar to how calculations are triggered when the user updates the field from the cart).\\
  
 {{ quotesadministration:1._toedit.jpg }} {{ quotesadministration:1._toedit.jpg }}
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 ;#;//Figure E - Editable fields//;#; \\ ;#;//Figure E - Editable fields//;#; \\
  
- **Available Fields** displays the fields that can be displayed. These include any Key AttributesCustom Fields, and default fields, which include cart information, customer information and user information.  +  * **Available Fields** contains the fields that can be displayed. These include any key attributescustom fields, and default fields, which include cart information, customer informationand user information.  
-The **Label** field determines what the column heading will say on the user side. Because the column heading name may not be very descriptive or if company has a different terminology for the column heading, the Label field allows user to display any heading name that is needed.  +  * **Label** field determines which text will be displayed in the column heading on the user side.  
-The **User Group** field determines what user groups will see this specific column heading. The All User Groups option allows all users to see the column heading.  +  * **User Type** determines which user types will be able to see this specific column heading
-**Selected Fields** lists all the column headings currently being displayed to users. The fields are listed in the order that they will be displayed to the users. The fields listed at the top will be displayed on the left side of the quote list.   +    * **All User Type** option allows all users to see the column heading. 
-To add a new column heading, select the heading field from the Available Fields and click "**Add to Column Headings**to add to column to the **Existing Quotes** page. User can then order the selected fields by selecting the column heading and clicking the up and down arrows in the **Search Fields Order** list box. +    * Selecting any specific user type will enable only that user type to see the column heading. Consequently, as soon as you click **Save**, the user type in question will only be able to view column headings assigned to them, while the column headings assigned to **All User Type** will become inaccessible to them. (For example, if all user types have access to column headings A, B, C and D, while users from the **Sales** user type have access only to B, they will not be able to view A, C and D, even though they are assigned to **All User Type**). 
 +  * **Search Fields Order** lists all the column headings currently being displayed to users. The fields are listed in the order that they will be displayed to the users. The fields listed at the top will be displayed on the left side of the quote list.   
 +To add a new column heading, select the heading field from the **Available Fields and click** **Add to Column Headings** to add to column to the **Existing quotes** page. User can then order the selected fields by selecting the column heading and clicking the up and down arrows in the **Search Fields Order** list box. 
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 <note>User can only add one column heading at a time.  To add another column heading, save the current addition, then go back into the column heading administrative section by clicking Add New.</note>  <note>User can only add one column heading at a time.  To add another column heading, save the current addition, then go back into the column heading administrative section by clicking Add New.</note> 
  
-When editing a column heading, if desired, user can only remove and edit the label of the heading that is being edited.  User canmodify the ordering of all the headings while editing a particular column heading though. +When editing a column heading, if desired, users can only remove and edit the label of the heading that is being edited.  Users can modify the ordering of all the headings while editing a particular column heading though.
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