Configuration Per Quote Type

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

Configuration Schema

Price Parameter Configuration

There is a Price Parameter table CPQ_QuoteTypeConfiguration dedicated to the quote type configuration setting.

The configurations in the price parameter take priority when both PP and Quote Types configurations in the Quoting module are present.

Quote Type Setting

To create a per quote type configuration:

  1. Open Quote Types.

  2. Rename a column and set the name to “configurationEntry”.

     

  3. Set the name of the PP table which contains the configuration entries.

     

Configuration Entry PP Structure

Configuration entry setting: 

  • Advanced_Configuration_Key – Advanced property (AP) key which defines AP keys from which to create the configuration.

  • Configurations – PP table name which contains CPQ configurations.

  • Processing_Configurations – Defines the PP table which contains configurations for data query and data processing.

  • Input_Output_Configurations – Defines the PP table which contains configurations for inputs and outputs generator.

  • Error_Configurations – PP table which contains configurations for errors.

  • Historical_Datamart_Name – Name of a Datamart which contains historical data.

  • Price_By_Country_PX_Name – PX table which contains price by country values.

  • Price_By_Customer_PX_Name – PX table which contains price by customer value.

  • Price_By_Region_PX_Name – PX table which contains price by region values.

  • Price_By_Segment_PX_Name – PX table which contains price by segmentation values.

  • Exception_Discount_PP_Name – PP table which contains exception discount values.

  • Standard_Discount_PP_Name – PP table which contains standard discount values.

  • Customer_Cash_Discount_CX_Name – CX table which contains customer cash discount values.

  • Product_Cost_PX_Name – PX table which contains product costs.

  • Competitor_PX_Name – PX table which contains competitor prices.

  • Price_Guidance_PX_Name – PX table which contains price by segmentation values.

  • Input_Configuration_PP_Name – PP table which contains custom input configurations in version 1.0 (deprecated from version 2.0).

 

From now, the system knows where (from which tables) to get configurations and data for your Quote Type.

If the configuration is not provided for the specific quote type, the default one is used. See CPQ Package Architecture | CPQPackageArchitecture DataStructures.