CPQ can show historical sales data for quoted customers and products. Having such data requires a connection between the sales Datamart and CPQ logic. This can be easily done by using CPQ Configuration Wizard.

Pre-requisites

• Custom logics are prepared in the form of a Pricefx Groovy library.

• Quote Type is selected in Step 1.

• Tables are configured in Step 2.

Select Configuration

In Step 3, select Core Configuration in the first drop-down input and Historical Data in the second input.

Open

Then click the Configure button to enter the configuration screen.

Historical Data Configuration

On the configuration screen, select the Datamart that contains the sales data. The Datamart fields will be fetched to select.

Open

Map the Datamart fields and click the Apply button when finished.