The CPQ Configuration Wizard makes it easier to integrate the PriceOptimizer data with the CPQ logic.

Pre-requisites

• Quote Type is selected and configured in Step 1.

Price Guidance Module Configuration Selection

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

Open

Then click the Configure button to enter the configuration selection screen.

Price Optimization Configuration

To configure the Price Guidance using the Price Optimization, click on the Price Optimization button

Open

Model Mapping Configuration

This screen allows you to configure where and how to read your Price Guidance from PriceOptimizer.

Select your model that contains the price guidance and select the mapping for stretch, target, and floor prices.

When finished, click Next to enter the Segmentations configuration screen.

Segmentations Configuration

The next screen allows you to configure the segmentations of the PriceOptimizer Model.

When loading for the first time, the screen shows the segmentations 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.

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

The available fields are:

• 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.

Price Guidance Configuration Summary

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

If you want still to 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.

Product Extension Configuration

To configure the Price Guidance using the Product Extension table, click on the Product Extension button

Table Mapping Configuration

This screen allows you to configure where and how the price guidance is stored on the Product Extension table.

Select your Product Extension table that contains the price guidance and select the mapping for stretch, target, and floor prices.

When finished, click Next to enter the Filter configuration screen.

Table Filter Configuration

This screen allows you to configure how your price guidance should be filtered.

Click the Next button to see the summary.

Table Configuration summary

This screen show all configuration that you had done in previous steps.

If you want still to 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.