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adminhelp:quotesadministration:quote_item_custom_fields [2018/06/12 08:36]
mnikolic
adminhelp:quotesadministration:quote_item_custom_fields [2019/02/08 05:48] (current)
bdjordje
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 ====== Quote item custom fields ====== ====== Quote item custom fields ======
  
-Custom fields on quote items are enabled so those are able to hold values of different types. Users are able to edit values of item custom fields in the quote.When admin adds new (or edits existing) custom field, she is able to administer item custom field:+Custom fields on quote items are enabled so those are able to hold values of different types. Users are able to edit values of item custom fields in the quote. When administrators add new (or edits existing) custom field, they are able to administer item custom field:
  
-  * **Name**- This field is required. Admin is not able to save or more custom fields with same name +  * **Name**- This field is required. You cannot save two or more custom fields with the same name 
-  * **Label**- When admin is defining new fieldwhen she finishes typing name, label is populated with what was typed in the Name field.This field is required.+  * **Label**- When you are defining new fieldsafter you finish typing name, the label is populated with what was typed in the Name field.This field is required.
   * **Type**- Once you define the type of the field, it cannot be changed. Four types are available:   * **Type**- Once you define the type of the field, it cannot be changed. Four types are available:
      * **Number** (selected by default). Custom fields of this type can have decimals. They can also have negative values.      * **Number** (selected by default). Custom fields of this type can have decimals. They can also have negative values.
      * **Date** Custom fields with Date type will be saved in the same way quote custom fields that are dates are saved (in default format mm/dd/yy).      * **Date** Custom fields with Date type will be saved in the same way quote custom fields that are dates are saved (in default format mm/dd/yy).
-     * **Currency** Custom fields of this type are calculated and saved in the same way as other prices in CPQ (list price, cost, extended amount etc.). Values will be saved in default currency (dollar) and current market and currency factors will be applied when displaying this value.+     * **Currency** Custom fields of this type are calculated and saved in the same way as other prices in SAP CPQ (list price, cost, extended amount etc.). Values will be saved in default currency (dollar) and current market and currency factors will be applied when displaying this value.
      * **Text** all characters are supported.(When admin is editing existing field, this field is displayed as read-only)      * **Text** all characters are supported.(When admin is editing existing field, this field is displayed as read-only)
   * **Order of calculation**- This field can accept only numbers. Default number is 10. If admin deletes everything and clicks on the field, value 10 is saved for the field.   * **Order of calculation**- This field can accept only numbers. Default number is 10. If admin deletes everything and clicks on the field, value 10 is saved for the field.
-  * **Calculation Formula**- This field will accept standard CPQ tags.+  * **Calculation Formula**- This field will accept standard SAP CPQ tags.
   * **Display summary in the quote**- Default value is FALSE.   * **Display summary in the quote**- Default value is FALSE.
-  * **Always include in KO context** - When the checkbox is selected, the field is included in the knockout context and sent to the user's browser. Consequently, you can use the hidden quote item custom field for processing in responsive templates. (**Example**: A quote item custom field controls whether a product’s cost used for calculating the line item’s list price is editable. The field is hidden from quotes as users do not need to see its value. However, if **Always include in KO context** is selected, administrators can use the field’s value when defining the responsive templates to control whether the list item’s price is editable or not.)\\+  * **Always include in KO context** - When the checkbox is selected, the field is included in the knockout context and sent to the user's browser. Consequently, you can use the hidden quote item custom field for processing in responsive templates. (**Example**: A quote item custom field controls whether a product’s cost used for calculating the line item’s list price is editable. The field is hidden from quotes as users do not need to see its value. However, if **Always include in KO context** is selected, administrators can use the field’s value when defining the responsive templates to control whether the list item’s price is editable or not.) 
 +   * **Contains Personally Identifiable Information** - All information that could potentially be used to identify an individual should be flagged as [[adminhelp:security:personally_identifiable_information|PII]]. 
 +   * **Sensitive Data** - PII data can be flagged as [[adminhelp:security:personally_identifiable_information:sensitive_personally_identifiable_information|sensitive]] for an additional layer of protection.
 <note>If a quote item custom field is not visible on the quote layout, and the **Always include in KO context is selected**, the field value will be visible in the ''hiddenValues'' observable array. To retrieve the field value, use ''getHiddenValue("QICF_Name")''. If a field does not exist, the function returns FALSE. The function does not have to contain the complete name of a quote item custom field. You can enter only a part of the name and the system will find the first field whose name starts with the defined string and it will return its value.</note> <note>If a quote item custom field is not visible on the quote layout, and the **Always include in KO context is selected**, the field value will be visible in the ''hiddenValues'' observable array. To retrieve the field value, use ''getHiddenValue("QICF_Name")''. If a field does not exist, the function returns FALSE. The function does not have to contain the complete name of a quote item custom field. You can enter only a part of the name and the system will find the first field whose name starts with the defined string and it will return its value.</note>
  
 === Example === === Example ===
-Log into CPQ as an administrator and go to Setup. You need to create a new attribute of type Auto-complete, and then select it  as an underlying for your custom field. If you need instructions on how to create an Auto-complete attribute, follow this link - [[http://help.webcomcpq.com/doku.php?id=adminhelp:productadministration:pattributes:attributeautocomplete#example_1_define_autocomplete_attribute_with_singe_searchable_and_display_column|Autocomplete attribute]]+Log into SAP CPQ as an administrator and go to Setup. You need to create a new attribute of type Auto-complete, and then select it as an underlying for your custom field. If you need instructions on how to create an Auto-complete attribute, follow this link - [[http://help.webcomcpq.com/doku.php?id=adminhelp:productadministration:pattributes:attributeautocomplete#example_1_define_autocomplete_attribute_with_singe_searchable_and_display_column|Autocomplete attribute]]
 \\ \\
 Once you have created the attribute, you want to create new Quote Item Custom Field by going to **Setup**->//Quotes//->**Quote Item Custom Fields** and clicking on //Add New// button.  Once you have created the attribute, you want to create new Quote Item Custom Field by going to **Setup**->//Quotes//->**Quote Item Custom Fields** and clicking on //Add New// button. 
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 [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quotelayoutpermissions&s[]=quote&s[]=layout&s[]=permission#quote_layout|Visible fields]]. [[http://help.webcomcpq.com/doku.php?id=adminhelp:quotesadministration:quotelayoutpermissions&s[]=quote&s[]=layout&s[]=permission#quote_layout|Visible fields]].
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-Also, you will have to insert a translation for your custom field into CPQ dictionary. You can find more information on how to achieve this by following next link - [[http://help.webcomcpq.com/doku.php?id=responsive_design&s[]=cart&s[]=item&s[]=field&s[]=localization#cart_item_custom_field_localization|Cart item custom field localization]] +Also, you will have to insert a translation for your custom field into SAP CPQ dictionary. You can find more information on how to achieve this by following next link - [[http://help.webcomcpq.com/doku.php?id=responsive_design&s[]=cart&s[]=item&s[]=field&s[]=localization#cart_item_custom_field_localization|Cart item custom field localization]] 
 \\ \\
 Now, your Quote Item Custom Field is set up. To see how it works, go to catalog and create a new quote. Your custom field is displayed in the quote as a column and you are able to select a value for it. (See Figure E) Now, your Quote Item Custom Field is set up. To see how it works, go to catalog and create a new quote. Your custom field is displayed in the quote as a column and you are able to select a value for it. (See Figure E)
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 //Order of calculation//- This field can accept only numbers. Default number is 10. If admin deletes everything and clicks on the field, value 10 is saved for the field. //Order of calculation//- This field can accept only numbers. Default number is 10. If admin deletes everything and clicks on the field, value 10 is saved for the field.
  
-//Calculation Formula//- This field will accept standard CPQ tags.+//Calculation Formula//- This field will accept standard SAP CPQ tags.
  
 //Display summary in the quote//- Default value is FALSE. //Display summary in the quote//- Default value is FALSE.
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-If certain field is found among quote editable fields (found in Editable Field group), it will be displayed as every other editable field. When developing this template in xslt, we should make an effort to make it as easier as possible for the admin to show item custom fields in the quote. When user clicks to edit currency item field, it will be displayed as every other price field on the quote. When user edits number field, it will be displayed in the same way other numbers (e.g. Quantity) are displayed on the quote. After user changes value for particular field, CPQ will display icon indication that currently displayed value is different from default value (default value is calculated every time other quote item custom fields are calculated). This icon will be displayed only if default value is not empty (if it is empty and user entered something in the field, no icon will be displayed).+If certain field is found among quote editable fields (found in Editable Field group), it will be displayed as every other editable field. When developing this template in xslt, we should make an effort to make it as easier as possible for the admin to show item custom fields in the quote. When user clicks to edit currency item field, it will be displayed as every other price field on the quote. When user edits number field, it will be displayed in the same way other numbers (e.g. Quantity) are displayed on the quote. After user changes value for particular field, SAP CPQ will display icon indication that currently displayed value is different from default value (default value is calculated every time other quote item custom fields are calculated). This icon will be displayed only if default value is not empty (if it is empty and user entered something in the field, no icon will be displayed).
  
  
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 <note>//Quote item custom fields// are created and evaluated once quote items have been created, so they should not be used in any item calculation, including item discount, multiplier, etc. Additionally, they should not be used in any item information, including information regarding the product or attribute, such as description, part number, price, cost, among others. That said, it is possible to use quote item custom fields in item calculations or item information – but this can be carried out only with a //Reconfigure action// which can negatively affect system performance. For this reason, it is not recommended. <note>//Quote item custom fields// are created and evaluated once quote items have been created, so they should not be used in any item calculation, including item discount, multiplier, etc. Additionally, they should not be used in any item information, including information regarding the product or attribute, such as description, part number, price, cost, among others. That said, it is possible to use quote item custom fields in item calculations or item information – but this can be carried out only with a //Reconfigure action// which can negatively affect system performance. For this reason, it is not recommended.
  
-CPQ will execute calculation only if any of the data used by the quote has been changed. For example, if the entered value of a particular custom field was 100, and has remained 100 following any changes, the calculation will not be executed. +SAP CPQ will execute calculation only if any of the data used by the quote has been changed. For example, if the entered value of a particular custom field was 100, and has remained 100 following any changes, the calculation will not be executed. 
 </note> </note>
  
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