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CTX Tags for Quote 2.0: 3583 Hits
====== CTX Tags for Quote 2.0 ====== These CTX tags can be used in Quote 2.0: * Quote.InProject * Quote.CurrentItem.AttributeRank * Quote.CurrentItem.AttributeSubRank * Quote.CurrentItem.IsMainItem * Quote.CurrentItem.IsChildItem * Quote.CurrentItem.SystemID * Quote.CurrentItem.IsAlternative * Quote.CurrentItem.IsVariant * Quote.CurrentItem.RolledUpEndCustomerUnitPrice * Quote.Curre
Complete Tag List: 1652 Hits
====== Complete Tag List ====== Quote.InProject\\ Quote.CurrentItem.AttributeRank\\ Quote.CurrentItem.AttributeSubRank\\ Quote.CurrentItem.IsMainItem\\ Quote.CurrentItem.IsChildItem\\ Quote.CurrentItem.SystemID\\ Quote.CurrentItem.IsAlternative\\ Quote.CurrentItem.IsVariant\\ Quote.CurrentItem.RolledUpEndCustomerUnitPrice\\ Quote.CurrentItem.RolledUpEndCustomerUnitPrice.DefaultDisplay\\ Quote.Current
Application Parameters: 122 Hits
ive revisions as well. * **Admin to receive PDA quote link**: determines whether administrators receive... cation containing a list of all approvers for the Quote and their PDA approval links. * **Enable Respon... tion. * **Users can only select project for the quote, not create new project**: determines whether Use... rogress information to users when adding items to quote**: defines whether Users receive a report on thei
Informational Tags: 74 Hits
====== Informational Tags ====== ===== Quote Tags <<Q_QUOTE(...)>> ===== Replaces the tag with quote ... mber, sample: %%<<Q_QUOTE(NUMBER)>>%% * TOTAL - quote total amount, sample: %%<<Q_QUOTE(TOTAL)>>%% * TOTALNET - quote total net price, sample: %%<<Q_QUOTE(TOTALNET)>>%% * BASE_TOTALNET - total net pr... %%<<Q_QUOTE(FREIGHT)>>%% * DATE_CREATED - Date quote was created, sample: %%<<Q_QUOTE(DATE_CREATED)>>%
Salesforce Integration Instructions: 64 Hits
thin the SFDC environment as well as populate the quote back into the SFDC sales opportunity. If you hav... ou need to create a custom object in SFDC for the quote Prerequisites *Log into the SFDC site. ... ps setup //;#; ==== Step 1: Create custom object "Quote" ==== * Click on **Setup** link at the top righ... ds with the data below. * in **App** filed type Quote * in **Label** field type Quote * in **Plural
Adding Products to a Cart: 56 Hits
=== Adding Products to a Cart ====== To create a quote, generally user will find a product by navigating... uick search, then configuring it and adding it to quote. Once one product is added to cart, it is possibl... y,user can there configure the product and add to quote. Both the original product and the newly configured product will be included in the quote. \\ Alternatively to using the Add Item action, user can a
Approval Rules: 44 Hits
he doesn't allow users to put the discount on the quote amount in excess of 10%. This menu section uses to set up approval process, as well as quote workflow. Approvals and workflow are two things that are... for managing the approval status for a particular quote in approval process. Therefore, the approver usua... ver as of a „manager” whose job is to decide if a quote is „valid” or „invalid” in some way. The approver
Load Existing Quotes: 43 Hits
n>22}} ====== Load Existing Quotes ====== Once a quote has been created, user can view and perform actions on it in the load quote section. The load quote section can be accessed in two ways. The most con... ersideinformation:clickablelinks.jpg|}} The load quote page displays quotes in three tabs: My Quotes, Wa... ault, visits another page, and return to the load quote page, this tab will be displayed. Once user logs
Quote item custom fields: 43 Hits
====== Quote item custom fields ====== Custom fields on quote items are enabled so those are able to hol... able to edit values of item custom fields in the quote.When admin adds new (or edits existing) custom fi... elds with Date type will be saved in the same way quote custom fields that are dates are saved (in defaul... t standard CPQ tags. * **Display summary in the quote**- Default value is FALSE. * **Always include i
Product Display Types: 39 Hits
quires no configuration in order to be added to a quote. The **Configurable Product** display type, on t... es configuration before being able to add it to a quote, and it can enforce any inclusion, exclusion, or ... /options to be selected in order to be added to a quote. Because of this, the Configuration Layout and R... og, simple products can be checked and added to a quote. By default they are not displayed with a custom
New Quote Details: 36 Hits
{{indexmenu_n>4}} ===== New Quote Details ===== **<MarketCode >** - If this field is missing, quote’s owner’s default market will be used for the quote. - If this field is supplied, the value found in... he CPQ system. - If the match is not found, the quote will not be created and the result sent to the AP... om CPQ system. * If the match is not found, the quote will not be created and the result sent to the AP
Shopping Cart/Quote: 36 Hits
{{indexmenu_n>26}} ====== Shopping Cart/Quote ====== In CPQ, configured products are added to the Shopping Cart (also referred to as Quote). Quote displays a lot of information regarding products added to the quote, prices, discounts, commission values etc. Once the quote is created it can be updated, c... dministrator has set the system up. </note> The quote is comprised of three sections: **Tabs**, **Actio
Action Details: 35 Hits
====== Action Details ====== ===== 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 implic... action to be a pre or post action for some other quote action). \\ The action can send Quote XML to: ... P address **Workflow Setup** - The action **Send Quote XML** should be set up in the workflow. This mean
CRM Integration Use: 34 Hits
or accounts or contacts from the CRM for use on a quote; and create a quote from an opportunity on the CR... ies outside of CPQ. CPQ is then used to create a quote, import the customer information from the CRM, th... r the fields in the CRM will be passed to the CPQ quote. For instance, the Opportunity Name may be passe... ds, or none of these fields, may be passed into a quote on your installation. \\ {{ Wiki::staringfromcrm
Quote Layout: 34 Hits
User Types: 34 Hits
Define Table: 31 Hits
Scripting: 27 Hits
Custom Fields: 26 Hits
CRM Quote: 23 Hits
Quote 2.0: 23 Hits
CTX Tags: 20 Hits
CTX Tags: 17 Hits
Using CPQ: 16 Hits
Time Zones: 15 Hits
Quote Tabs: 14 Hits
Editing: 13 Hits
Promotions: 13 Hits
Reports: 12 Hits
Pricebooks: 12 Hits
Quote Tables: 12 Hits
Favorites: 11 Hits
Notifications: 10 Hits
Favorites: 10 Hits
General: 9 Hits
CRM Objects: 9 Hits
sidebar: 7 Hits
Cart Markets: 5 Hits
Statuses: 5 Hits
SFDC Details: 4 Hits
sidebar: 3 Hits
DRILLDOWN: 3 Hits
Event Log: 3 Hits
GI Tags: 3 Hits
GI Tags: 3 Hits
Code Builder: 3 Hits
Scripts: 3 Hits
Enablement: 3 Hits
SOD Details: 2 Hits
SOD Details: 2 Hits
CPQC: 2 Hits
Rules Admin: 1 Hits
Integrations: 1 Hits
Users: 1 Hits
Attributes: 1 Hits
User Page: 1 Hits
Email Lists: 1 Hits
sidebar: 1 Hits
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