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Quote Visibility: 41 Hits
Visibility ====== By default, users can only see quotes that they have created. These are accessed by clicking **My Quotes** in the dropdown located in the upper-left part of the **Load Quote** page. In order to allow a user to see any other quotes, a quote visibility rule must be created. Quotes a use... permission to will be displayed when the **Other Quotes** option is selected in the same dropdown where *
Application Parameters: 35 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... Excel files uploaded in the **Documents** tab on quotes. The Excel file is checked if its extensions are
Load Existing Quotes: 27 Hits
{{indexmenu_n>22}} ====== Load Existing Quotes ====== Once a quote has been created, users can view and p... the Home page. \\ The load quote page displays quotes in three tabs accessed via a dropdown in the upper-left corner of the page: **My Quotes**, **Waiting for Approval**, and **Other Quotes**. {{:users... formation:cpq_1908_quote_redesign.jpg?350}} **My Quotes** displays all quotes you have created or the quo
Automatic Deletion of Quotes: 26 Hits
====== Automatic Deletion of Quotes ====== When deleting quotes, you can either delete all quotes that mee... ion criteria, regardless of their status, or only quotes in particular status.\\ ===== Automatic Deletion of Quotes Regardless of Status ===== To delete quotes without taking into account their status: ... ew page displays. - In **General Deletion** > **Quotes**, enable the **Default Deletion Period** toggle
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
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
the columns displayed to users on the **Existing quotes** page. You can restrict the visibility of column... n. Any field available to users on the **Existing quotes** page can be sorted. \\ {{ quotesadministrat... trative section can be accessed via **Setup** > **Quotes**. Here administrators can add, remove, and modif... 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 ==== SAP CPQ 2017.4 intro... ature. The feature has been optimized to adapt to Quotes/Pricebooks created in previous versions:\\ * Pr
Quote 2.0: 10 Hits
he-art software that allows users to create large quotes more quickly than in Quote 1.0. After the respons... * **Scalability** - improved support for large quotes (from 4 thousand to 100 thousand lines). * **Cl... res a migration project during which the existing quotes will be moved to the new engine. The migration pr... re using Quote 1.0 can decide to migrate existing quotes to Quote 2.0. The Professional Services team will
Reports: 6 Hits
Users: 6 Hits
Define Table: 5 Hits
CRM Quote: 3 Hits
Editing: 3 Hits
Scripting: 3 Hits
General: 3 Hits
Quote Tabs: 2 Hits
Guest User: 2 Hits
Quote Layout: 2 Hits
User Page: 2 Hits
Quote Tables: 2 Hits
Blocked Data: 2 Hits
Adding Items: 2 Hits
sidebar: 2 Hits
Branding: 2 Hits
Email Lists: 2 Hits
Event Log: 1 Hits
Favorites: 1 Hits
sidebar: 1 Hits
SFDC Details: 1 Hits
Shipping: 1 Hits
sidebar: 1 Hits
Currencies: 1 Hits
CRM Objects: 1 Hits
All Pages: 1 Hits
Q Tags: 1 Hits
Time Zones: 1 Hits
sidebar: 1 Hits
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