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adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/05/17 03:33]
mnikolic
adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/08/19 07:56] (current)
mnikolic [Creating Sections via Section Builder]
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 ====== Creating Sections ====== ====== Creating Sections ======
-To enable users to create sections, administrators must first create a dedicated tab, preferably but not necessarily named **Solution Design**. For creating the tab, administrators should use the [[adminhelp:quotesadministration:quotetabs|/Cart/DealView implementation file]] (this file is not available by default. Please contact the SAP CPQ Support team to enable this for your tenant.)\\+To enable users to create sections, you must first create a dedicated tab on quotes. Go to **Setup** > **General** > **Application Parameters** > **Shopping Cart and Quotes** and set the parameter **Enable Solution Design** to **TRUE**. A new tab, **Solution Design**, is automatically displayed on quotesAlternatively, you can create the tab manuallyusing the implementation file [[adminhelp:quotesadministration:quotetabs|/Cart/DealView implementation file]] (this file is not available by default. Please contact the SAP CPQ Support team to enable this for your tenant.)\\
 {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_empty.png?700}} {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_empty.png?700}}
  
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 To edit the existing sections and add new ones, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_edit_icon.png?15}} above the sections grid. To edit the existing sections and add new ones, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_edit_icon.png?15}} above the sections grid.
 To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\ To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\
-{{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}} +{{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}}\\ 
 +The button {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1908_update_qicf_bulk.png?15}} allows users to update a single quote item custom field throughout multiple sections at once. The update can be applied to all field types, but only one field can be updated at a time. After a field value is updated, all calculations defined for that field are triggered as when changing the value manually. 
 +<note>The button for bulk update is enabled when there is at least one editable column in sections and after a user has selected the sections in which the field will be updated.</note> 
 == Filtering Sections == == Filtering Sections ==
-Sections can be filtered by name (only the exact match returns results) and by the value of quote item custom fields that administrators have marked for filtering (**Use column value to filter quote items** is selected on the field in **Setup**). Also, users can filter the sections assigned to their teams by selecting the **Show only my sections** label. After a filter is applied, only the sections that match the entered criteria and their pertaining products are displayed.\\ +Sections can be filtered by name (only the exact match returns results) and by the value of quote item custom fields that administrators have marked for filtering (**Use column value to filter quote items** is selected on the field in **Setup**). Also, users have the following options for filtering sections:  
-The applied filter is saved locally in the browser for a user and quote. If that user opens the quote in another browser or reassigns the quote, the filter will not be applied. Also, different users on the same quote can apply different filters.\\ + 
-The applied filters display in pills above sections in the **Solution Design** tab and users can easily remove them, which refreshes the display of sections.\\ +  * **Show only my sections** - displays only the sections assigned to the team the user belongs to. 
-Excel download is available while filters are applied and in that case only the filtered sections are downloaded.+  * **Show Sections** 
 +     * **All** - displays all sections, both distribution and non-distribution. 
 +     * **Distribution** - displays only sections that can be distributed. 
 +     * **Non-distribution** - displays only sections that cannot be distributed. 
 +  * **Hide product items** - does not display products in the filtered sections. 
 +  * **Only sections with items** - displays only sections that contain product items.  
 + 
 +The logic between filter options is AND. After a filter is applied, only the sections that match the entered criteria and their pertaining products are displayed.  
 +The applied filter is saved locally in the browser for a user and quote. If that user opens the quote in another browser or reassigns the quote, the filter will not be applied. Also, different users on the same quote can apply different filters.  
 +The applied filters display in pills above sections in the **Solution Design** tab and users can easily remove them, which refreshes the display of sections.  
 +Excel download is available while filters are applied andin that caseonly the filtered sections are downloaded. 
 +\\ 
 +== More Information == 
 +\\ 
 +[[adminhelp:quotesadministration:quote_2.0:solution_design:adding_and_allocating_products_to_sections|Adding and Allocation Products to Sections]]
  
 +[[adminhelp:quotesadministration:quote_2.0:solution_design:section_calculations|Section Calculations]]
  
 +[[adminhelp:quotesadministration:quote_2.0:solution_design:section_distribution|Section Distribution]]
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