Configure Cost Configuration

CPQ allows you to customize how the cost data is read from the Product Extension table. This can easily be done using the CPQ Configuration Wizard.

Pre-requisites

  • Quote Type is selected and configured in Step 1.

Cost Module Configuration Selection

In Step 3, select Cost in the drop-down input.

Then click the Configure button to enter the Cost data configuration flow.

Cost Data Mapping Configurations

This screen allows you to configure where and how the cost data is stored in the Product Extension table.

 

Select your Product Extension table that contains the cost data and fill in the field mappings by selecting the available fields in the drop-down menu.

Then, click the Next button to move forward to the Cost Filter configuration screen.

Cost Filtering

The next screen allows you to configure how your cost data should be filtered, such as the cost should be different for each customer country.

When loading for the first time, the screen shows the filters that you have already configured and saved in the system.

You can add, edit or remove the filter configuration by selecting the respective action button.

By clicking Add or Edit, a list of inputs will show for further configuration.

The available fields are:

  • Column – Column in the product extension table. You can select from a list of columns.

  • Type – The source where the value in the key column comes from. Available values are:

    • C – Customer Master

    • P – Product Master

    • PX – Product Extension

    • CX – Customer Extension

  • Value – Column where the value in the key columns comes from. You can select from a list of column names.

When finished, click the Next button to see the summary.

Cost Configuration Summary

The screen shows all of your cost configurations that have been done on the previous screens.

To go back and modify your configuration, click the Back button.

When everything looks good, you need to click Confirm and then Apply to save all your configurations to the system.