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Customer Custom Fields: 34 Hits
====== Customer Custom Fields ====== Each 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 CPQ Admin -> Customers/Customer Roles -> **Cu
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 CPQ. To add custom fields, click on //new// link under //Custom Fields & Relationships// submenu from the top menu
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
CPQ and CLM Integration: 18 Hits
each document mapping you can map particular CPQ fields to CLM fields. To do so click to edit the existin... n:cpq_clm_7.2.png }} ;#;// Figure 9 - Mapping CPQ fields to CLM fields //;#; \\ Below are fields that must be mapped for successful integration: ^CPQ Fields^CLM Fields^ |Company (Bill To Customer)|name (Cus... ab //Field Mappings CLM to CPQ//, you can map CLM fields that belong to one of the two CLM objects - Custo
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... g on the domain entered, 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
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
Custom Fields: 17 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
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
Admin Action Audit Trail: 15 Hits
le ( it can also result if admins changed several fields and clicked **Save,** or went to another tab whic... ct Definition** - Changes will be tracked for all fields on this tab: * All fields within widget Prod... Product Type and Product Categories. * All fields within widget Pricing * All fields within wi... dget Permissions and Effectivity dates * All fields within widget Additional Product Data * All
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
General: 7 Hits
Quote Tabs: 6 Hits
Users: 6 Hits
CRM Objects: 5 Hits
Scripting: 5 Hits
Companies: 5 Hits
Quote 2.0: 5 Hits
Define Table: 4 Hits
Rules Admin: 4 Hits
User Types: 4 Hits
Promotions: 3 Hits
Pricebooks: 3 Hits
User Import: 3 Hits
Reports: 3 Hits
Using CPQ: 3 Hits
Shipping: 2 Hits
CRM Quote: 2 Hits
Currencies: 2 Hits
Time Zones: 2 Hits
User Page: 2 Hits
Products: 2 Hits
Product copy: 2 Hits
Integrations: 1 Hits
CTX Tags: 1 Hits
Favorites: 1 Hits
sidebar: 1 Hits
CTX Tags: 1 Hits
Quote Layout: 1 Hits
Favorites: 1 Hits
Tabs: 1 Hits
User Page: 1 Hits
Branding: 1 Hits
Enablement: 1 Hits
SFDC Details: 1 Hits
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