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Deploy / Send Changes: 129 Hits
* **Received From** Section- Admin can see what change type is received. On the Received From section, icon for deploy will be displayed if change is not deployed yet. Otherwise, view change icon will be... o displaying for deployed changes. * **Send New Change**- Admin can choose Change Type. Product is selec... ronment. * **Sent to**- Here admin can see what change type is sent. \\ \\ {{ adminhelp:generalsettings:
Application Parameters: 17 Hits
te with **Workflow**. * **Users who are able to change Effective date when selecting products are**: determines which Users are able to change the start and end dates when selecting products. * **Use r... tion:users]] for more information. * **User Can Change Global Customers’ Data**: determines whether User... data. When set to **NO**, only administrators can change the data. * **When determining permission group
Admin Action Audit Trail: 12 Hits
udit trail// enables you to find out who made the change, and why, so that you can stay on track of the ch... **Configuration Layout** - CPQ will track each change on this tab: * When tab is added/removed ... ranged in responder **Rules** - CPQ will record change each time the rule is added/edited/deleted from t... ucts marked as product aliases, CPQ will log each change that occurred on any fields available for product
Pass Attribute Values From Parent To Child Configuration: 10 Hits
second column of table (‘**//Propagate Attribute Change From Parent Product//**’) there will be checkboxe... ed in products configuration. You will be able to change attribute values in product configurator.\\ Next,... up if you check up flag (‘**//Propagate Attribute Change From Parent Product//**’ - Figure 4) for some attributes, you will not be able to change that attributes pre selection when adding new row of contain
Item Quantity and Attribute Line Item Quantity: 9 Hits
on this attribute, the price of the product will change accordingly to $12. - You can expose the attrib... pick the quantity when configuring an item. Each change of quantity will then be reflected locally in th... * **Execute rules on attribute value’s quantity change** – the system triggers rules after changing the ... dited attribute in the quote. **Example**: If you change the quantity of the line items in this order (Wir
Product Audit Trail: 9 Hits
as fields, attributes and rules. CPQ refers to a change as an Action that a user can execute. In other wo... dit trail allows you to see who and when made the change so that you can learn more about the context behi... fers to a good or service that was the subject of change. It could be a pneumatic drill, crane or a vehic... o an attribute of the product that was subject to change. It could be a type of a pneumatic drill, a color
User Action Audit Trail: 8 Hits
Attribute**: a characteristic that was subject to change.\\ * **Action**: any change carried out by a u... ous Value**: a value that was in place before the change.\\ * **New Value**: a new value that has replac... s value.\\ * **Page**: a web location where the change has taken place.\\ ===== User Actions ===== CPQ... code. * Quote action execution * Quote status change * Quote market change * Freight change * It
User Page: 7 Hits
dress, ID Code, Address, etc. Users are unable to change critical settings such as their user type (group)... they do not need to modify a user for an address change or phone number change. \\ {{ usersideinformat... ails // ;#; \\ **Modify Password | ** Users can change their password by clicking the Modify Password link. In order to change their password, the user needs to enter their current password then type the
Triggers: 7 Hits
n 12 in the Length attribute, but then decides to change Unit of Measure to Centimeters, then we would wan... is the action that will occur under each event: Change, Select, and Reset. \\ {{ Wiki::triggersb1.png }... riggers//;#; The three Trigger types are: - **Change Trigger** – activates when the user changes the p... eset trigger would be run after Unit of Measure’s Change or Select <note>Change Trigger is not activated b
Time Zones: 6 Hits
r separately. You can decide whether the user can change time zone on its own or not. //(See Figure 2)// \... r this purpose: //timezone// and //Allow timezone change//. //(See Figure 3)// \\ {{ :adminhelp:generalse... imezones sheet//;#; \\ Users that are allowed to change their time zone can change it by selecting the de... user page//;#; \\ Users that are not allowed to change their time zone by the administrator will have th
CPQ and AdobeSign® Integration: 5 Hits
up: * Generate Document for E-Sign * Change E-Sign Status * E-Sign Accepted * E-S... red by CPQ user. Note that this action should not change quote status. In order to make this action visibl... {{ :usersideinformation:3.png }} \\ ==== Action "Change E-Sign Status" ==== \\ This action is automatica... *Generate Document For E-Sign** itself should not change the quote status. After the quote is sent to Adob
User Import: 5 Hits
when updating the existing users, you should not change the system ID in the exported file. If you delete... orted from CPQ. * Update user data, but do not change user IDs, as doing so may cause duplications in C... e** column. Additionally, in the **Allow timezone change** column, you can allow or disallow a particular user to change the time zone in the **Setup**. To allow a user to change the time zone, enter 1 in t
CPQ and DocuSign Integration: 5 Hits
Setup : * **Generate Document E-Sign ** * **Change E-Sign Status** * **DocuSign Accepted** * **D... t For E-Sign"**. Note that this action should not change the quote status. In order to make this action vi... {:usersideinformation:3.png?500}}\\ ==== Action "Change E-Sign Status" ==== \\ This action is automatical... Generate Document For E- Sign** itself should not change the quote status. After the quote is sent to Docu
CallidusCloud CPQ API: 5 Hits
PI EXAMPLE ===== A common use of CPQ’s API is to change the status of a quote. This type of action falls... ple, the user needs to have the correct rights to change a quote’s status. \\ **OrderID** is the number ... to be in the correct status in order for a status change to be performed. \\ The **ERPOrderID** is an ex... s . \\ The following is example XML that wil l change the statu s of a quote to "Quote Won": <ACTION>-:
Users: 4 Hits
Scripting: 3 Hits
Products: 2 Hits
Categories: 2 Hits
Cart Markets: 2 Hits
Statuses: 2 Hits
Products 2.0: 1 Hits
Quote Tables: 1 Hits
Navigating: 1 Hits
Pricebooks: 1 Hits
Reports: 1 Hits
Attributes: 1 Hits
DokuWiki: 1 Hits
Currencies: 1 Hits
Quote Layout: 1 Hits
Rules Admin: 1 Hits
General: 1 Hits
DRILLDOWN: 1 Hits
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