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Customer Custom Fields: 34 Hits
====== Customer Custom Fields ====== Each SAP CPQ Customer address fields (Bill To, Ship To, End User) contains some standard fields which hold customer information. First Name, Last Name, Address and Company are some of these standard customer fields. If there is need, administrators can add one or more custom fields to Customer Roles. This is being done from SAP CPQ Admin -> Customers/Customer Roles
Editing: 27 Hits
On the **Editing** tab, you can select the quote fields that will be editable, the permission groups that... it them and the status of the quotes in which the fields will be editable. By default, all fields on quote... s** column. Similarly, once a status is selected, fields show up in the **Select Fields** column. The selected fields are automatically moved to the **Selected Items** section. To deselect an item, either c
Search Fields: 24 Hits
{{indexmenu_n>66}} ====== Search Fields ====== The Search Fields administration allows controlling which fields will be available for users to filter their load quote page by. They can be defined on a per user group basis and can ordered. The search fields available include quote information, customer inf... tration:quotefilter.png|}} ;#;//Figure A - Search Fields on Filter// ;#; \\ When users want to save defaul
Quote item custom fields: 23 Hits
====== Quote item custom fields ====== Custom fields on quote items are enabled so those are able to hold... pes. Users are able to edit values of item custom fields in the quote.When admin adds new (or edits existi... uired. Admin is not able to save 2 or more custom fields with same name * **Label**- When admin is defin... : * **Number** (selected by default). Custom fields of this type can have decimals. They can also hav
Salesforce Integration Instructions: 23 Hits
nput form (figure 4) is shown. Fill out the input fields with the data below. * in **App** filed type Qu... Custom objects list// ;#; ==== Step 2: Add Custom Fields to Quote Object ==== Now that you defined the Quote object you need to define the fields in SFDC that we will eventually match up to SAP CPQ. To add custom fields, click on //new// link under //Custom Fields & Relationships// submenu from the top
Required Fields By Workflow Action: 23 Hits
{{indexmenu_n>79}} ====== Required Fields By Workflow Action ====== The **Required Fields by Workflow Action** section determines which fields are required before a certain workflow action can be performed... ction the user isn’t allowed to perform, Required Fields by [[adminhelp:workflowapprovals:workflowactions:... lowactions|Workflow Action]] ensures that certain fields are entered before the action is successfully per
Adding/Removing Editable Fields: 21 Hits
indexmenu_n>842}} ====== Adding/Removing Editable Fields ====== Clicking the {{Wiki::addingremovingedit... bring up a screen where user may define Editable Fields and Calculations. \\ \\ {{ pricingcalculations... ration:clickedit.jpg }} ;#;//Figure A - Editable Fields Setup//;#; ===== Available Fields and Calculations ===== **Fields **– The Fields list box allows for the selection of available fields, which are
Custom Fields: 18 Hits
{{indexmenu_n>62}} ====== Custom Fields ====== The **Custom Fields** administration allows creating custom fields in the shopping cart for users to include additional information, such as terms of payment ... other specific information to your company. The fields can also be useful in helping to define what a ge... ki::customfieldsb1.png }} ;#;//Figure A - Custom Fields// ;#; \\ Custom Fields administration can be fou
User Registration Page: 18 Hits
True// enables users to fill out all registration fields once they click **Registration** and enter the do... from being able to see and fill out the remaining fields //(Figure 2)//. Instead, the following message wi... the domain entered, SAP CPQ will retrieve custom fields previously defined on this page. And, the fields ... on the appropriate permissions defined for these fields. Besides standard registration fields, the regi
SAP CPQ and CLM Integration: 18 Hits
h document mapping you can map particular SAP CPQ fields to CLM fields. To do so click to edit the existin... q_clm_7.2.png }} ;#;// Figure 9 - Mapping SAP CPQ fields to CLM fields //;#; \\ Below are fields that must be mapped for successful integration: ^SAP CPQ Fields^CLM Fields^ |Company (Bill To Customer)|name (Cus... /Field Mappings CLM to SAP CPQ//, you can map CLM fields that belong to one of the two CLM objects - Custo
Column Headings: 18 Hits
ion, customer information, key attributes, custom fields and/or user information. Any field available to u... ** would bring up the same page seen in Figure C. Fields starting with the blue asterisk symbol, (*), are ... \\ This feature will enable user to edit custom fields from the existing quotes page. Users can change quote level custom fields directly on the existing quotes page. For example, this can be very useful
Status - User Group Grid: 16 Hits
=== Status - User Group Grid ====== The **Cart Fields** administrative section can be accessed by clicking **Cart Fields** under **Pricing/Calculations**. This brings up the **Status - User Group Grid** ... cartfieldadmin.jpg }} ;#;//Figure A - Editable Fields Administration// ;#; On mouse-over, user can see which fields are editable for each User Group - Status combination. For example, Editable Fields fo
Report Module: 15 Hits
step of the Report Wizard contains the following fields: * Report name - required field * Desc... n add a filter condition for any of the available fields from the selected data source by choosing a value... eration of this report type. You must choose what fields will be included in the report and decide if you ... n make the selection by dragging and dropping the fields from the area "Available fields" to areas, such a
User Custom Fields: 14 Hits
====== User Custom Fields ====== User custom fields enable you to add additional fields for users.\\ To view a list of all user custom fields in the system and/or add new custom fields, go to **Setup** > **Users** > **User Custom Fields**.\\ A list of all existing user custom fields displays, and their t... n the top right corner of the page.\\ User custom fields can be filtered by specific and advanced criteria
General: 7 Hits
Users: 6 Hits
Quote Tabs: 6 Hits
Quote 2.0: 5 Hits
Companies: 5 Hits
Scripting: 5 Hits
CRM Objects: 5 Hits
Rules Admin: 4 Hits
Define Table: 4 Hits
User Types: 4 Hits
Pricebooks: 3 Hits
Reports: 3 Hits
User Import: 3 Hits
Promotions: 3 Hits
CRM Quote: 2 Hits
Products: 2 Hits
Product copy: 2 Hits
Shipping: 2 Hits
Time Zones: 2 Hits
User Page: 2 Hits
Currencies: 2 Hits
sidebar: 1 Hits
CTX Tags: 1 Hits
Enablement: 1 Hits
SFDC Details: 1 Hits
Branding: 1 Hits
Favorites: 1 Hits
Favorites: 1 Hits
User Page: 1 Hits
Quote Layout: 1 Hits
Integrations: 1 Hits
Tabs: 1 Hits
CTX Tags: 1 Hits
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