http://help.webcomcpq.com/ 2012-02-05T08:24:43-06:00 http://help.webcomcpq.com/ http://help.webcomcpq.com/lib/images/favicon.ico text/html 2012-02-02T13:13:35-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:crmintegrationsetup:special_characters_multiple_selection_field_size&rev=1328210015&do=diff Problem * Multi selection(checkbox, listbox,...) custom fields in Salesforce cannot be mapped to CPQ custom fields. * Inserting special characters in certain name fields may not translate correctly in the CPQ database which may cause unexpected errors. Quotes, commas, apostrophes, currency signs, etc. cannot be used in free input attributes. Commas especially cannot be used in free input number attributes (this will break any calculations or rules using this attributes). * Sometimes a C… text/html 2012-02-01T06:40:25-06:00 mjakovljevic http://help.webcomcpq.com/doku.php?id=adminhelp:appendixa:quotegenerationtags:informationaltags&rev=1328100025&do=diff Quote Tags <<Q_QUOTE(...)>> Replaces the tag with quote level information where ”...” is one of the following values: * NUMBER - quotation number * TOTAL - quote total amount * TOTALNET - quote total net price * BASE_TOTALNET - total net price without shipping amount * BASE_TOTAL - total net price including the shipping amount * FREIGHT_METHOD - Shipping method name * FREIGHT - Shipping amount * DATE_CREATED - Date quote was created * DATE_MODIFIED - Date quote was last modi… text/html 2012-01-31T13:56:54-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=adminhelp:productadministration:pattributes:attributequantity&rev=1328039814&do=diff There are a few different ways that you can handle the quantity for an attribute and its values. Quantity can be entered by a user for an attribute at the attribute level or at the attribute value level. This is determined by what the attribute is set as at in the Attribute administration section. Attribute quantity can be changed by the user in the configuration if the attribute type is either User Selection w/ Quantity Inputs for each Attribute Value or User Selection w/ Attribute Quantity In… text/html 2012-01-30T13:08:23-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:crmintegrationsetup:listprice_on_opportunity_lineitem&rev=1327950503&do=diff If a user enters CPQ through Salesforce opportunity, and executes Create/Update Opportunity on the quote, the quote will be added to the list of quotes attached to this opportunity in Salesforce. To get the list or sales price for line items in CPQ to show on an opportunity, a new custom field needs to be created first in Salesforce and then mapped to the CPQ list price. However, if the custom field (List/Sales price) already exists in Sales force, then start from step 2 (Add custom field to the… text/html 2012-01-30T11:48:24-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:productadministration:productadministration&rev=1327945704&do=diff text/html 2012-01-30T11:30:27-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:bestpractices&rev=1327944627&do=diff * * * CRM Integration Setup * Pricing/Calculations text/html 2012-01-30T11:28:50-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:pricingcalculations:pricingcalculations&rev=1327944530&do=diff text/html 2012-01-30T11:25:24-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:pricingcalculations:pricemaintenance&rev=1327944324&do=diff Problem Prices are best maintained in pricebooks (part number + price code drive the price). Pricebooks are used when there is a need for defining prices in different currencies for the same products placed in diverse markets. For example, sales person wants to place some products to European customers. He will define pricebook for European market. If he also wants to sell same products to the Japanese market, he will need to create another pricebook for that specific market, different from the… text/html 2012-01-30T11:23:37-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:crmintegrationsetup:crmintegrationsetup&rev=1327944217&do=diff text/html 2012-01-30T10:16:05-06:00 nknezevic http://help.webcomcpq.com/doku.php?id=adminhelp:productadministration:pattributes:pass_attribute_values_from_product_to_container&rev=1327940165&do=diff Pass Attribute Values From Product To Container This feature enables attribute values to be passed on from parent product to child products in attribute container. This feature is enabled only for container that contains attributes that references some products. If container attributes have regular attributes that doesn’t reference any products, feature will be disabled. If you enter setup and edit that kind of container (go to Product Attributes/Options tab, and extend Additional Attribute… text/html 2012-01-30T10:13:05-06:00 rolaniyi http://help.webcomcpq.com/doku.php?id=bestpractices:productadministration:what_to_delete_vs_not_delete&rev=1327939985&do=diff Problem The default installation of CPQ comes with some of CPQ’s configured features and capabilities. Some of these configured features acts as a guideline to know what to do when you're first setting up your installation of CPQ. Therefore, it’s important to know what field(s) needs to be deleted, not deleted, or modified based on your business requirements.