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adminhelp:quotesadministration:quote_2.0 [2018/05/08 02:40]
mnikolic
adminhelp:quotesadministration:quote_2.0 [2018/09/26 09:48] (current)
mnikolic [How to Turn on Quote 2.0?]
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-===== How to Turn on Quote 2.0? ===== +===== Migrating to Quote 2.0? ===== 
-The system will not switch automatically to Quote 2.0, nor should administrators initiate the transition on their own. To start using Quote 2.0, contact the CPQ support team to handle all the necessary adjustments to your implementation.\\ +CPQ does not switch automatically to Quote 2.0, nor should administrators initiate the transition on their own. The new engine is not backward compatible with old quotes and there are functionalities in the old engine that are yet to be developed for the new engine. 
-Quote 2.0 is not backward compatible with old quotes as there are functionalities that are yet to be developed for the new engine. The CPQ team should adapt the old quotes to the new engine and test the changes in the sandbox environment. +<note>New CPQ tenants are automatically set to old Quote engine. To move to Quote 2.0 before you begin modeling CPQ, contact the CPQ Support team.</note> 
-<note>In terms of compatibility, Quote 2.0 operates only in the responsive design. Additionally, the new quote is compatible only with the new document generation engine.</note>+If you already have a CPQ tenant and you have existing quotes in the old engine, migrating to Quote 2.0 requires the following actions: 
 +  * A copy of your existing tenant should be created on a temporary tenant. Contact the CPQ Support team to turn on Quote 2.0 on the copied tenant. 
 +  * Adjustments of the new tenant should be made since some features are to be configured differently in the old and the new engine (e.g. managing calculations is transferred from **Cart Fields Administration** to **Quote Fields and Calculations** and the logic is changed). If administrators cannot handle the adjustments on their own, they should contact the CPQ Professional Services team.  
 +<note>Make sure to keep a detailed record of all the changes so you can replicate them later on the original (production) tenant.</note> 
 +  * The CPQ environment is adjusted and quotes created in the old engine should be upgraded to Quote 2.0 format. Contact the CPQ Engineering team (through Support) to prepare and execute the migration. This will require some collaboration between the Engineering team and the team that adjusted the environment because the update of old quotes needs to be tweaked to your setup. 
 +  * Once the temporary tenant is successfully set up and upgraded quotes are tested in the temporary environment, you are ready to perform the production upgrade. This will involve activating Quote 2.0 in production, executing the prepared tenant adjustment steps and executing the production quote upgrade procedure that was prepared with the Engineering team. These activities should be planned for the weekend because the process will require time to get everything done
 +<note>Quote 2.0 operates only in the responsive design and with the new document generation engine. Additionally, you can use both Products and Products 2.0 with Quote 2.0.</note>
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