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Customers Export/Import: 28 Hits
====== Customers Export/Import ====== To export/import global customers in the **Customers Export/Import** pa... ustomer details > import the file. * export all customers in SAP CPQ. * export all customers > change details and add new customers > import the file. ===== Sample Template ===== To download the import tem... r standard fields which you can fill out with new customers' details.\\ The same fields are mandatory when cr
Global Customer Visibility: 17 Hits
005}} ====== Global Customer Visibility ====== Customers in the SAP CPQ are divided into 2 areas: Global Customers and Local Customers.** Local Customers **are added by individual users and are visible only... hem (described in the previous chapter). **Global Customers** are customers added by the administrator in the Global Customers admin section. They are available only to those users who have permissions to vie
Local Customer Visibility: 16 Hits
1004}} ====== Local Customer Visibility ====== Customers in the SAP CPQ are divided into 2 areas: Global Customers and Local Customers. **Global Customers ** are added by the administrator, and are availabl... iew them (described in the next chapter). **Local Customers ** are added by individual users and are visible ... can be written to allow other users to view these customers, though. \\ Rules that allow local customer shar
Bulk Deletion: 12 Hits
asily delete other user’s, their quotes, or their customers. This is a good way to clean up the system datab... y deleting old users, along with their quotes and customers. To access Bulk Deletion, choose the link from u... user and their quotes or delete local and global customers in the system. ===== Delete customer(s) ===== ... lete customer(s) section allows deleting a user’s customers or global customers. To delete a user’s local cu
User Page: 12 Hits
faults, modify password, view reports, manage the customers added to the system, manage generated documents, ... * This section allows users to modify their local customers. These customers have been created by the user th... ministration page that is displayed lists all the customers. In this section, local customers can be edited, ... \\ <note> We are able to update only the local customers that our user has created. We are unable to chang
What to delete vs. not delete: 12 Hits
asily delete other user’s, their quotes, or their customers. This is a good way to clean up the system databa... y deleting old users, along with their quotes and customers.. To access Bulk Deletion, choose the link from u... todelete1.png|}} button. This opens up the delete Customers page. \\ <note>Product deletion can only happen ... te customer(s)** section allows deleting a user’s customers or global customers. To delete a user’s local cus
Global Customers: 12 Hits
{{indexmenu_n>1006}} ====== Global Customers ====== Global customers are customers managed by administrato... s. Visibility rules can be created to make global customers available to users. For more information on glob... sibility.htm|Global Customer Visibility.]] Global customers are managed through the link under **Customers/Customer Role** admin menu. The global customers administration screen allows user to edit or delete e
Customer Custom Fields: 8 Hits
r Roles. This is being done from SAP CPQ Admin -> Customers/Customer Roles -> **Customer Custom Fields** Thi... be copied. ==== Custom Fields and searching for customers ==== As it is already known, only "Bill To" customers are being used as customer repository which is being used when searching for customers. While ... ustomer as source. ==== Custom Fields and Global Customers ==== In V8 SAP CPQ version, user can't enter cus
New Quote Details: 8 Hits
ith the strong name in the node <Name> **\\ ** **<Customers>** * **<Customer CustomerRoleType="1">-:$**Befo... t XML. This node is intended to uniquely identify customers bu using their Ids from an external system that has integration with CPQ. Cpq customers have that id stored in "customer code" field in database. If "ExternalId" node is present in input XML, then customers are searched by this id. If a match is found, thi
Application Parameters: 8 Hits
b. \\ * **Check For 5-digit Zip Code Number For Customers (USA format)**: determines whether Users need to ... or more information. * **User Can Change Global Customers’ Data**: determines whether Users can modify glob... her Users creating Quotes via API have to include customers’ state abbreviation. When set to **NO**, Users ha... her Users creating Quotes via API have to include customers’ first name. When set to **NO**, Users have to en
Customer Administration Details: 6 Hits
ch. This is discussed later.\\ <SearchField>\\ <Customers>\\ - <Customer>\\ - <Id> - Not required**... quired, but can be used\\ to activate/deactivate customers. Deactivated customers can stay attached\\ to qu... ve/inactive just the way it was. If adding new\\ customers, and this node is not provided, it will default to "true" - so\\ customers will be added as "active".\\ - <FirstName> - Not required***\\ - <L
Entering Customer Information: 6 Hits
ch icon next to the role will allow you to manage customers. \\ * {{Wiki:enteringcustomerinformationb1.jpg... ormation) In addition to these operations, local customers can also be searched by typing in the fields avai... sabled, if there is no need for it. Searching for customers is always performed on the "Bill To/End User" cus... ype, he will search existing "Bill To / End User" customers. Customer storage for "Bill To" and "End User" ro
Blocking Customers from Being Deleted: 6 Hits
====== Blocking Customers from Being Deleted ====== To prevent customers from being deleted: - Go to **Setu... age displays. - In **Blocked Data** > **Blocked Customers**, enter either the first name, last name or emai... e suggestions as you start typing a search query. Customers matching the input are displayed as suggestions. ... message displays. ===== Restrictions for Blocked Customers ===== When you block a customer: * The customer
Automatic Deletion of Customers: 6 Hits
====== Automatic Deletion of Customers ====== Automatic customer deletion applies to both global and local customers.\\ To delete customers: - Go to **Setup** > **Security** > **Data Deletion**. \\ A new page displays. - In **General Deletion** > **Customers**, enable the **Delete Customers** toggle switch.... elector displays. - Define a period after which customers will get deleted. \\ The period can be set in eit
General: 2 Hits
Scripting: 2 Hits
Blocked Data: 2 Hits
Customers: 2 Hits
Adding Items: 1 Hits
Quote API: 1 Hits
CTX Tags: 1 Hits
User Types: 1 Hits
sidebar: 1 Hits
CTX Tags: 1 Hits
DRILLDOWN: 1 Hits
All Pages: 1 Hits
Pricebooks: 1 Hits
Reports: 1 Hits
Enablement: 1 Hits
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