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Salesforce Integration Instructions: 9 Hits
, the procedures may be the same however, but the menu’s may have changed. *There are sometimes a f... ==== * Click on **Setup** link at the top right menu * Click on **Add App** button (See figure 3) \\... ata// ;#; \\ You can access the quote object via menu //Build// -> //Create// -> **Objects**. (See figu... png }} ;#;// Figure 5 - Access custom objects via menu// ;#; \\ List of custom objects is displayed in
Top menu: 8 Hits
====== Top menu ====== In SAP CPQ Setup under section //UI design// there is a link //Top Menu//. Purpose of this functionality is alternate look of menu on User side. This view is representing a icons b... ides labels that is a common and standard view of Menu. On the Admin side there is a new table which pl... show it. Everything else beside a visual style of menu is the same, icons are behaving exactly as they a
Top menu: 7 Hits
====== Top menu ====== In SAP CPQ Setup under section //UI design// there is a link //Top Menu//. The p... is functionality is creating an alternate look of menu on User side. This view is representing a icons b... ides labels that is a common and standard view of Menu. On Admin side there is a new table which plenty... re 3)//. Everything else beside a visual style of menu is the same, icons are behaving exactly as they a
What to delete vs. not delete: 6 Hits
tion, choose the link from under the Quotes admin menu, this displays the [[adminhelp:quotesadministrati... section can be accessed under the Products admin menu **(CPQ Setup→Products→Product Import)**. From thi... butes** link under the **Products Catalog** admin menu. This displays the Attributes Administration page... ]] link under the **Workflow/Approval** drop down menu.\\ ;#;{{:bestpractices:productadministration:pr
MS Dynamics CRM and CPQ integration: 5 Hits
avigate to Fields item under the CPQ Quote entity menu in the left pane //(See Figure 5)// \\ {{ :adminh... b //;#; \\ \\ Click on //INSERT // tab at the top menu, then click on One Column. New tab is created wit... ection inside the tab, then click on **Sub-Grid** menu item from main menu at the top of the page //(See... ivate it, then click on tab //INSERT// at the top menu, and finally click **Web Resource** //(See Figure
Approval Rules: 5 Hits
scount on the quote amount in excess of 10%. This menu section uses to set up approval process, as well ... is found under Workflow/Approval → Approval Rules menu item in administration. The page contains a tabl... on **Approval Rules** under **Workflow/Approval** menu item * Click on **Add New** button to define a ... Name in the list of users under Setup->Users item menu. * **Result returned by expression** This radio
Navigating SAP CPQ: 5 Hits
**, **Recently Viewed**, **Favorites** and **User Menu** icons are located in the right corner of the sh... ui_recently_viewed_icon.png?15}} opens a dropdown menu containing the last five items you have viewed. ... vorited products are located. * Clicking **User Menu** {{:tutorials:gettingstarted:cpq_1902_ui_user_menu_icon.png?15}} opens a dropdown menu with your name and user group on top and various options incl
Approval Process Administration: 4 Hits
choose "Workflow/approval", then "Approval rules" menu items to the left. Next we add new approval rule,... orkflow/Approval then **Workflow** actions in the menu to the left, so that we are now on the page that ... is important to owner/submitter. Now on the admin menu to the left click "Workflow/approval" then "Workf... need to set up "**Approve**" action: In the admin menu to the left we choose: "Workflow/Approval" -> "Wo
Salesforce Integration (Single Quote Method): 4 Hits
Setup (link is on the top of the page) * In the menu on the left, click ‘App Setup’ -> Develop - > Pa... ble to enter CPQ. * click on ‘Save’ * in the menu on the left, click on ‘App Setup’ - > Customize -... ated previously * click on Save * in the left menu click on ‘App Setup’ - > Customize - > ‘Opportuni... on ‘Edit’ * on the right you will see drop-down menu labeled ‘View’ . Choose ‘Opportunity Custom Links
OBSOLETE FEATURES IN RESPONSIVE DESIGN: 3 Hits
st of pages that have been removed from the Setup Menu. * Setup/Top menu * Setup/Custom Categ... f the page in Responsive Design due to plans to create additional menu options on that spot. </note>
Products: 3 Hits
is administrative section from the Products admin menu displays a list of all existing products in the s... oduct Definition displays the **Current Product** menu items. This menu allows the user to access admini
SAP CPQ and AdobeSign® Integration: 3 Hits
nant as an admin user. * In the main navigation menu access **Setup** > **Setup**. * In the menu on ... TRUE** in the **Integration turned on** drop-down menu. * Click **Save** to finish the integration pro
Enablement: 2 Hits
cess Email Lists, open Workflow/Approval in Setup menu. {{:usersideinformation:email_list.png|}} At t... |Notifications]]. Open Workflow/Approval in Setup menu to gain access to Notifications. Click **Add New*
Creating GI Variables: 2 Hits
Cart Level Aggregates** link under the **Quotes **menu in Administration Setup. On the Figure A is displ... g the **Custom Fields** link under the **Quotes **menu (see the chapter on [[adminhelp:quotesadministrat
DRILLDOWN: 2 Hits
Sequences: 2 Hits
General: 1 Hits
Favorites: 1 Hits
Shipping: 1 Hits
Categories: 1 Hits
Email Lists: 1 Hits
Branding: 1 Hits
Define Table: 1 Hits
Attributes: 1 Hits
User Page: 1 Hits
CRM Quote: 1 Hits
Markets: 1 Hits
Reports: 1 Hits
Quote Layout: 1 Hits
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