quotes – CPQ Online Help


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Quote Visibility: 40 Hits
sibility ====== By default, a users can only see quotes that they have created. These are displayed under the My Quotes tab on the load quote page. In order to allow a user to see any other quotes, a quote visibility rule must be created. Quotes a user has been given permission to will be displayed under the Other Quotes tab on the load quote page. Quote visibility rules are managed in the **Quote
Application Parameters: 33 Hits
Catalog**, **Configurator**, **Shopping Cart and Quotes**, and **Bulletin Board**. \\ {{:adminhelp:genera... luded in the List of Recent Items. * **Display quotes in Recent Items**: defines whether recently created/used quotes are included in the List of Recent Items. * **Ignore Standard CRM Mappings**: defi... the previous attachment. ===== Shopping Cart and Quotes ===== The following list explains the parameters
Load Existing Quotes: 26 Hits
{{indexmenu_n>22}} ====== Load Existing Quotes ====== Once a quote has been created, user can view and pe... The most convenient way is through the **Existing Quotes** link at the top of the page or by clicking the ... ickablelinks.jpg|}} The load quote page displays quotes in three tabs: My Quotes, Waiting for Approval, and Other Quotes. The **My Quotes** tab displays all quotes you have created or were reassigned to
Workflow Actions: 22 Hits
relates to a tab on the load quote page.\\ **My Quotes** - (available for all users) My Quotes tab displays all quotes that the currently logged in user created. This will likely be the most robust workflow as it is how each user interacts with their quotes. \\ **Waiting for approval** - (This contains no quotes for most users except for users who are Approval Parents for other users). These are the q
Oracle CRM On-Demand Integration Instrctions: 18 Hits
om an Opportunity to the CPQ page that lists only quotes linked with that opportunity. On the same page us... opportunity context. \\ 2) **Custom Tab – CPQ Quotes**\\ Following this link users come to the CPQ Existing Quotes page that lists all quotes, linked not linked to opportunities, that a user may see. T... context. \\ ===== How to create Custom Tab "CPQ Quotes" ===== Login to COD and go to Admin / Applicatio
What to delete vs. not delete: 17 Hits
s to safely and easily delete other user’s, their quotes, or their customers. This is a good way to clean ... database by deleting old users, along with their quotes and customers.. To access Bulk Deletion, choose the link from under the Quotes admin menu, this displays the [[adminhelp:quotesadministration:bulkdel... n can only happen if a product is not used in any quotes. This means that existing quotes that contains su
Approval Rules: 16 Hits
les you to enforce rules for users operating with quotes. Let’s say you want to limit the number of users ... ne can approve or reject it. In other words, when quotes are sent for approval to an approver, and that ap... hange will be visible in two tables for approving quotes: //Quotes that I need to approve// and //Quotes t... Project or Existing Project Quotation. ***Quotes that I need to approve** refers to a list of quot
Approval Rules: 15 Hits
to obey a set of rules when operating with theirs quotes. For instance, administrator can model the approv... he approver usually gets to view/edit submitters' quotes. Think of the approver as of a „manager” whose j... nactive user is set to be an approver to someone, quotes submitted for approval will be assigned to him(wh... ould violate rules and avoid approval process. If quotes are stuck in 'waiting for approval' status, pleas
User Types: 14 Hits
atalog**. \\ - **Quote List**: a list of existing quotes. \\ - **New Quote**: an empty quote. \\ - **New Q... g with product items. \\ - **Approvals**: list of quotes in the **Waiting for Approval** tab. - Click **... he advanced search is available on the **Existing Quotes** page. For more information on how to define sea... splayed on the following pages: **Shopping cart / Quotes**, **My Quotes**, **Checkout**, **Waiting for App
MS Dynamics CRM and CPQ integration: 13 Hits
|Display Name|**CPQ Quote**|| |Plural Name|**CPQ Quotes**|| |Name|**new_cpqquote**|This field is auto-pop... form the way it displays the list of related CPQ Quotes. To do so, select **Opportunity** from list of en... its default value - //“Tab”// to //“Opportunity Quotes”//, //(See Figure 9)// \\ \\ {{ :adminhelp:crmint... *OK**. \\ Locate your renamed tab //“Opportunity Quotes”// and point mouse cursor over the section inside
Bulk Deletion: 12 Hits
s to safely and easily delete other user’s, their quotes, or their customers. This is a good way to clean... database by deleting old users, along with their quotes and customers. To access Bulk Deletion, choose the link from under the Quotes admin menu.\\ {{ quotesadministration:bulkdeletion.jpg }} ;#;//Fig... whether you would like to delete a user and their quotes or delete local and global customers in the syste
Column Headings: 12 Hits
ol the columns displayed to users on the Existing Quotes page. The column headings can be defined per user... ion. Any field available to users on the Existing Quotes page can be sorted. \\ {{ quotesadministratio... dministrative section can be accessed under the **Quotes** admin menu. Here admins can add, remove, and mo... ministration//;#; \\ To add a new **Existing Quotes Column**, click **Add New**. A blank definition p
Pricebooks: 10 Hits
rly include it in the Pricebook drop-down list on Quotes. * Select the dates in **Valid from** and **Val... ebooks prevent the fields from showing on certain Quotes. * The tenant does not have any Pricebooks defi... s defined by the Administrator. ==== Retrofitting Quotes Created Prior to 2017.4 ==== CPQ 2017.4 introduce... ature. The feature has been optimized to adapt to Quotes/Pricebooks created in previous versions:\\ * Pr
Bulk Quote Reassignment: 9 Hits
mission groups that will be able to bulk reassign quotes. You can either select **Everyone** and enable all permission groups to bulk reassign quotes, or select specific groups by moving them to the right c... pecific permission groups. To disable reassigning quotes in certain statuses, in **Exclude statuses** move... he system will delegate authority for reassigning quotes to all users that belong to at least one permissi
Quote 2.0: 8 Hits
Users: 6 Hits
Reports: 6 Hits
Define Table: 5 Hits
CRM Quote: 3 Hits
Editing: 3 Hits
General: 3 Hits
Quote Tables: 2 Hits
Email Lists: 2 Hits
Branding: 2 Hits
User Page: 2 Hits
sidebar: 2 Hits
Favorites: 2 Hits
Quote Layout: 2 Hits
Currencies: 1 Hits
CRM Objects: 1 Hits
All Pages: 1 Hits
Tutorials: 1 Hits
sidebar: 1 Hits
Scripting: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Shipping: 1 Hits
Quote Tabs: 1 Hits
Time Zones: 1 Hits
SFDC Details: 1 Hits
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