Alternative and Variant Configurations

This feature provides you with the possibility to create alternative and variant items to base quote items.

Some setup activities must be undertaken to be able to use this feature. Follow next steps to set up the feature and pay attention that steps for the Classic and Responsive Design slightly deffer.

Setup for the Classic Design

1. Go to SetupGeneralApplication Parameters, then under Shopping Cart and Quotes tab set:

- Display Item Type column parameter to value : “TRUE”
- Show optional items parameter to value: “In Item Type column (main and line items)” or “In Item Type column (only main items)”

Setup for the Responsive Design


1. Go to SetupUI DesignQuote Layout. From the list of available columns (See figure A), choose column ItemType and move it to the Selected Columns list box. Click Save.


Figure A: Select ItemType column
1.1. Go to Setup → Quotes → Quote Layout Permissions and define visibility of this field for the particular user group.

The next step applies for either Old or Responsive design:

2. Go to Setup → Pricing/Calculations → Cart Fields Administration

- Choose appropriate user group and quote status where user needs to use this feature and add MainItem - ItemType and LineItem - ItemType to appropriate editable group.

It is important to make item alternative/variant options available only on main items.

By setting main item to alternative/variant its line items becomes alternative/optional.

When feature is enabled, a column labeled ”Item Type” is displayed in the quote. You are able to change item type by selecting the appropriate type in this column. If you want to set some main item as an alternative for another item, you can use drop down box to select the desired quote item.

Figure B and Figure C displays how you can change type for the particular quote item in Classic and Responsive design respectively.


Figure B - Optional, Alternative and Variant in Classic Design



Figure C - Optional, Alternative and Variant in Responsive Design



In addition, in Responsive Design at the left side of the quote, each quote item is marked with the appropriate color, based on the type you selected. (See Figure D)

Figure D - Optional, Alternative and Variant in Responsive Design



There is one more benefit in Responsive Design that helps you manipulate the quote items more quickly. At the top of the quote there is a button labeled ”Manage items”. (See figure E)

Figure E - Manage Items button



By clicking on this button, a few additional buttons are displayed. One of them is a button labeled ”Set Item Type”. Also, check boxes are displayed at the beginning of Main items. You can select either all Main Items by selecting the top check box or select Main items separately. Once you make a desired selection, you can click on ”Set Item Type” button and set type. (See figure F)

Figure F - Set type for many items


Alternative items

Make item alternative action is available for:

  • Base and Optional main items
    1. When this action is executed on base item, it will become alternative item of selected item. It's variants (if any) will become base items. It's alternatives (if any) will become base items.
    2. In the drop-down selection for new parent item you have available all other base items and all optional and variant items.
  • Variant main items
    1. When this action is executed on variant item, it will become alternative item of selected item. It's alternatives (if any) will become base items.
    2. In the drop-down selection for new parent item you have available all base and optional items and all other variant items.

Variant items

Make item variant action is available for:

  • Base and Optional main items
    1. When this action is executed on base item, it will become variant item of selected item. It's variants (if any) will become base items. It's alternatives (if any) will become base items.
    2. In the drop-down selection for new parent item you have available all other base and optional items.
  • Alternative main items
    1. When this action is executed on alternative item, it will become variant item of selected item.
    2. In the drop-down selection for new parent item you have available all other base and optional items.

Alternative,variant and optional items are not included in quote total and product types calculations and they are not send CRM products.

Tags

For each item in quote following CTX tags are available:

  • <*CTX( Quote.CurrentItem.IsVariant )*> returns True if item is variant, otherwise Flase.
  • <*CTX( Quote.CurrentItem.IsAlternative )*> returns True if item is alternative, otherwise Flase.
  • <*CTX( Quote.CurrentItem.RolledUpNetDifferenceFromBaseItem )*> returns difference of rolled-up net price between base item and variant/alternative item
  • <*CTX( Quote.CurrentItem.NetAmountDifferenceFromBaseItem )*> returns difference of net price between base item and variant/alternative item
  • <*CTX( Quote.Total.TotalOptionalItems.DefaultDecimal)*> returns total price for optional items in the quote

Tags for displaying variant and alternative items separately in the generated document.

  • «C2_VARIANT(Y)» signal that only variant items should be displayed in quote table.
  • «C2_ALTERNATIVE(Y)» signal that only alternative items should be displayed in quote table.

Calculate custom fields after item type change

There is an option to recalculate custom field after user changes optional/variant configuration and clicks on save.
This behavior is controlled by application parameter After setting optional, variant and alternative items CPQ should recalculate quote custom fields which can be found under Application Parameters/Shopping Cart and Quotes

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