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adminhelp:workflowapprovals:workflowactions:actiondetails [2018/08/10 06:49]
mnikolic
adminhelp:workflowapprovals:workflowactions:actiondetails [2018/12/03 02:30] (current)
bdjordje
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 ===== Send Quote XML ===== ===== Send Quote XML =====
  
-The purpose of this functionality is to enable users to send CPQ Quote XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ +The purpose of this functionality is to enable users to send SAP CPQ Quote XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ 
 The action can send Quote XML to: The action can send Quote XML to:
   * URL address (by using HttpPost Method)   * URL address (by using HttpPost Method)
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 **Workflow Setup** - The action **Send Quote XML** should be set up in the workflow. This means that appropriate user groups need to have privileges to execute this action, and that this action should be put in workflow. Send Quote XML can also be defined as a pre or post action to some other action (for example to Place Order). \\  **Workflow Setup** - The action **Send Quote XML** should be set up in the workflow. This means that appropriate user groups need to have privileges to execute this action, and that this action should be put in workflow. Send Quote XML can also be defined as a pre or post action to some other action (for example to Place Order). \\ 
 **Send XML to Http Address** - If administrator wants the action to send XML to a Http Address , under **Setup@@****General@@****Application Parameters** on the **Shopping Cart and Quote **tab there is a parameter [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to Http Address:]]. This parameter is required for Http sending, and it should be filled with appropriate Http Address. \\  **Send XML to Http Address** - If administrator wants the action to send XML to a Http Address , under **Setup@@****General@@****Application Parameters** on the **Shopping Cart and Quote **tab there is a parameter [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to Http Address:]]. This parameter is required for Http sending, and it should be filled with appropriate Http Address. \\ 
-**Send XML to FTP Address - **If the administrator wants the action to send XML to FTP Address,the following parameters should be adjusted under **Setup » GeneralApplication » Parameters**: \\ +**Send XML to FTP Address - **If the administrator wants the action to send XML to an FTP Address, the following parameters should be adjusted under **Setup » GeneralApplication » Parameters**: \\ 
   * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to FTP Address:]]  This parameter is required for FTP sending and it should be filled with the appropriate FTP Address.   * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to FTP Address:]]  This parameter is required for FTP sending and it should be filled with the appropriate FTP Address.
   * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|Action 'Send Quote Xml' sends quote xml under the name:]]This parameter should be filled with the template for Xml document name that will be sent to FTP server. Example – Quote<***CTX(Quote.CartCompositeNumber)***>  will create XML  document that will contain the quotation number in its name (for example – Quote00010024.xml).   * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|Action 'Send Quote Xml' sends quote xml under the name:]]This parameter should be filled with the template for Xml document name that will be sent to FTP server. Example – Quote<***CTX(Quote.CartCompositeNumber)***>  will create XML  document that will contain the quotation number in its name (for example – Quote00010024.xml).
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 ===== Send BOM XML ===== ===== Send BOM XML =====
  
-The purpose of this functionality is to enable users to send CPQ BOM XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ +The purpose of this functionality is to enable users to send SAP CPQ BOM XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ 
 The action can send BOM XML to: The action can send BOM XML to:
   * URL address (by using HttpPost Method)   * URL address (by using HttpPost Method)
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 ===== Detach Quote From Opportunity ===== ===== Detach Quote From Opportunity =====
    
-Action **Detach Quote From Opportunity **will enable users to break the link in CPQ between CRM opportunity and CPQ quote. After user has detached the quote from one opportunity, he will be able to attach it to another opportunity, or to create a new opportunity from the quote. \\  +Action **Detach Quote From Opportunity **will enable users to break the link in SAP CPQ between CRM opportunity and SAP CPQ quote. After user has detached the quote from one opportunity, he will be able to attach it to another opportunity, or to create a new opportunity from the quote. \\  
-If CRM system is Salesforce, the CPQ quote will be removed from the list of opportunity related quotes in Salesforce. \\ +If CRM system is Salesforce, the SAP CPQ quote will be removed from the list of opportunity related quotes in Salesforce. \\
-===== CheckOut =====+
  
-Action **CheckOut** allows users to go through a checkout process and purchase products using a credit card.  CheckOut process requires a payment gateway integration to be set up.  Contact Webcom Inc for more details. 
 ===== Reapply Taxes ===== ===== Reapply Taxes =====
  
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 *In Setup-Quotes-Email Customers / Quote Acceptance Settings section, set Update Opportunity activity in Salesforce after sending Email to Customer to TRUE \\ *In Setup-Quotes-Email Customers / Quote Acceptance Settings section, set Update Opportunity activity in Salesforce after sending Email to Customer to TRUE \\
 *Make sure that Send Email action in added to the workflow \\ *Make sure that Send Email action in added to the workflow \\
-*Make sure user groups has permissions set for Send Email action under Workflow-Workflow Permissions \\+*Make sure user groups have permissions set for Send Email action under Workflow-Workflow Permissions \\
  
 On user side: \\ On user side: \\
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