CPQ Configuration Wizard

Owned by Jana Volencová (Deactivated)
Sept 01, 2023
3 min read

The CPQ Configuration Wizard makes the package configuration easier by providing a step-by-step user-friendly interface for the setup (instead of manual changes in Price Parameters).

Configuration Wizards Admin

In the CPQ Package, we defined a default logic for the configuration wizard and wizard executor.

Go to Configuration > Configuration Wizards > Configuration Wizards Admin:

The Configuration Wizards Admin is already configured after deployment, you can use it for the configuration. Go to Master Data > Configuration Wizards > select CPQ Configuration Wizard.

Wizard Steps

The CPQ Configuration Wizard consists of three main steps which guide you through the configuration of each part of the CPQ.

Step 1: Configure Your Quote Type

In this step, a list of quote types using the CPQ_Header logic is displayed to select from. The next configuration steps are applied to the selected quote type.

Then, you can specify the tables where the configurations/data should be used for the selected quote type by clicking the Configure button.

If you need a different table for each quote type, you need to prepare it yourself (the wizard does not support cloning/creating tables).

Step 2: Configure Your Quote Structure

Allows you to configure quote structures including input/outputs, header processing, and errors configuration.

Step 3: Configure Your Quote Default Modules

This step allows you to configure the core modules of CPQ:

  • Cost

  • Currency

  • Customer Mapping

  • Historical Data

  • Price Competitors

  • Price Configuration

  • Price Guidance

  • Publishing Templates

  • Rebate

  • Discounts

  • Other Configurations

For details see CPQ Configuration Wizard - Details on Modules.


Note:

  • There is a known issue when you input the value in the last row as below. You should press the Tab key or click outside this row, then the value is saved and applied.

     

  • Product Prices configuration wizard: In Product Prices Lookup Level, it will apply the priority by the order you selected.

     

  • If you want to delete a configuration for the required fields, you need to delete it manually in Company Parameters (e.g. Cost in CPQConfiguration, Product_Cost_PX_Name in CPQ_Default_Configuration_Entry,..) where it is saved. For this case, the default one is used. See CPQ Package Architecture | CPQPackageArchitecture DataStructures.