Setup Administration

Workflow Adjustments

To enable your users to generate documents in SAP CPQ, on top of creating a template with the appropriate tags, you need to make the following workflow adjustments:

Application Parameters

Listed below are all the application parameters that influence how documents are generated in SAP CPQ.

Application Parameters > General Parameters

  • Display generated documents in Recent Items - if TRUE is selected, the generated documents are displayed in the Recently Viewed list.
Application Parameters > Shopping Cart & Quotes
  • Define prefix for generated document name - the name of generated documents starts with this prefix.
  • Define suffix for generated document name - the name of generated documents ends with this suffix.
  • Share document customizations - allows you to share all customizations during document generation among all users for each quote. If FALSE is selected, all customizations are stored only for the user making the customizations. If multiple users work on one quote, customizations are saved only for each individual user. Users working on one quote cannot view each other’s customizations. If TRUE is selected, customizations are shared between users.
  • Reconfigure products during document generation - if TRUE is selected, the system retrieves the latest changes made on products from the Setup before generating a document.
  • Users can see previously generated documents - if set to TRUE, the View Previously Generated Documents button displays in the Download Document and Send Email tab on the user side allowing users to access documents that were previously generated on that quote.
  • Allow users to download documents that have been generated for templates that have been deleted - if set to TRUE, users can download documents generated using templates that administrators have deleted. Users can download documents only if they have access to previously generated documents (if Users can see previously generated documents is set to TRUE).
  • Allow users to download documents that have been generated prior to CPQ 2012 January release - if TRUE is selected, users can download documents generated before January 2012, regardless of whether they have permission to view the template.
  • Hide Items With No Files on document generation - if Include file(s) for each quote item is enabled on the Additional Files tab, the system will not display in the generated document any items that do not have an additional file due to a condition.
  • Use new engine for Document Templates Processing - if set to TRUE, the system uses the new document generation engine.
  • Document generation, import format mode to be used - allows administrators to control the heading styles used in the document. Selecting Use destination styles applies the heading style of the first section to all sections. Selecting Keep source formatting allows each section to maintain its individual heading style.
    If Sections will inherit formatting (header,footer etc.) from first section in the template is active in Setup > Document Generation Templates > Edit (a multi-section template) > Sections, and Keep source formatting is the selected value for this parameter, sections of the document inherit header and footer formatting from the first section of the template, but keep their own individual heading styles. This parameter is available only for the new document generation engine.
  • Document generation, breaks to be used - allows administrators to override the default breaks between the sections of the document and to apply the selected type of break instead. Administrators can choose between the following breaks: Paragraph break, Page break, Column break, Section break continuous, Section break new column, Section break new page, Section break even page, Section break odd page, Line break. This parameter is available only for the new document generation engine.
Workflow/Approval > Actions
  • When quote needs approval, users can only preview documents - if selected, users can only preview Microsoft Word or PDF documents, not generate them. Preview cannot be enabled for Microsoft Excel documents.
Delegation of Authority > Ability to Manage Documents
  • Users from selected permission groups will be able to upload content files used in templates uploaded by application administrator - enable users from the permission groups selected in this section to upload content files that are used in templates uploaded by application administrators.


More Information

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