Core Configuration

Package Configuration Source

CPQ Package reads configurations from:

  • Advanced Configuration with the key named "cpq-default"

  • Price Parameter table named "CPQConfiguration"

Those can be different per quote type, see Configuration Per Quote Type for more details.

Configurations defined in the Price Parameter table will override those in Advanced Configuration.

Historical Data Configuration

Name

Description

Name

Description

historicalPeriod

Optional. Historical period (the default is 12 months).

dm_name

Datamart name

dm_invoice_id_column

Invoice ID column name

dm_invoice_price_column

Invoice price column name

dm_net_price_column

Net price column name

dm_margin_column

Margin column name

dm_pricing_date_column

Pricing date column name

dm_product_id_column

Product ID column name

dm_quantity_column

Quantity column name

dm_per_unit_price_column

Price per unit column. The default is: invoice_price_column  / quantity_column.

dm_customer_id_column

Customer ID column name

revenue_FilterField

Revenue filter column
It applies to Product Weighted Avg. Price in Quote (Product History result).

revenue_FilterType

Revenue filter type. Supported types:

  • C – customer

  • ABS – absolute value

It applies to Product Weighted Avg. Price in Quote (Product History result).

revenue_FilterValue

Revenue filter value. It can be a Customer attribute to get data or absolute data to filter.
It applies to Product Weighted Avg. Price in Quote (Product History result).

Product Prices Configuration 

Name

Description

Name

Description

pxProductPriceLookupLevel

Product price lookup level. There are four levels supported:

  • Customer

  • Region

  • Country

  • Segment

Multiple levels can be used – separate them by a comma and give priority by their order.

Customer Mapping Configuration 

Customer attribute mapping is required to get a product price for each level.

Name

Description

Name

Description

customerCountryAttribute

Customer country attribute

customerRegionAttribute

Customer region attribute

customerSegmentAttribute

Customer segment attribute

customerCurrency

Customer currency

Cost Configuration

Name

Description

Name

Description

pxCostTable

Required if the configuration at quote type level is not defined. The PX name that contains the product cost.

pxCost

Required. The column contains cost data. Default “attribute1”.

pxCostCurrency

Optional. The column contains currency data.

pxCostTargetDate

Optional. The column contains valid from date data.

pxCostValidToDate

Optional. The column contains valid to date data.

pxCostFilterKey1|2|3|4|5|6

Optional. Additional dimension to configure the cost. There are maximum six dimensions allowed.

pxCostFilterType1|2|3|4|5|6

Optional. Value type for each dimension. Supported types:

  • P – Product

  • C – Customer

  • PX – Product extension

  • CX – Customer extension

pxCostFilterValue1|2|3|4|5|6

Optional. Value attribute for each dimension.

pxCostFilterValueSource1|2|3|4|5|6

Optional. Name of PX or CX to get the value.

Price Competitors Configuration

Price Competitors can be obtained from both PX and Competition Data.

Name

Description

Name

Description

pxCompetitorDate

Target Date column

pxCompetitorName

Competitor Name column

pxCompetitorPrice

Competitor Price column

pxCompetitorCurrency

Competitor currency column

Price Guidance Configuration

Price Guidance can be obtained from PX and PriceOptimizer.

PriceOptimizer Configurations

Name

Description

Name

Description

poPriceGuidanceModelName

PriceOptimizer model ID for the product price guidance

poPriceGuidanceTargetPrice

Target price column 

poPriceGuidanceFloorPrice

Floor price column

poPriceGuidanceStretchPrice

Stretch price column

poPriceGuidanceCurrency

Currency column

poPriceGuidanceSegmentEntryLookupLevel1|2|3|4|5|6|…

Segmentation name for each level. You need to configure all segmentation levels that the selected model defines.

poPriceGuidanceSegmentEntryLookupTypeLevel1|2|3|4|5|6|…

The source data type for the segmentation. Supported types:

  • P – Product

  • C – Customer

  • PX – Product extension

  • CX – Customer extension

The system will get the data from the source for specific product/customer and search for the segmentation.

poPriceGuidanceSegmentEntryLookupColumnLevel1|2|3|4|5|6|…

The attribute of the source type that is used to get data for each Segmentation.

poPriceGuidanceSegmentEntryLookupTableLevel1|2|3|4|5|6|…

Name of PX or CX to get the value.

Product Extension Configuration

Name

Description

Name

Description

pxGuidanceTargetPrice

Target price column 

pxGuidanceFloorPrice

Floor price column

pxGuidanceStretchPrice

Stretch price column

pxGuidanceTargetDate

Target date column

pxGuidanceCurrency

Currency column

pxGuidanceFilterKey1|2|3|4|5|6|...

Optional. The column of price guidance product extension table that is used in the filter.

pxGuidanceFilterType1|2|3|4|5|6|...

Optional. The source data type. Supported types:

  • P – Product

  • C – Customer

  • PX – Product extension

  • CX – Customer extension

pxGuidanceFilterValue1|2|3|4|5|6|...

Optional. The attribute of the source type.

pxGuidanceFilterValueSource1|2|3|4|5|6|...

Optional. Name of PX or CX to get the value.

Standard Discount Configuration

Name

Description

Name

Description

ppStandardDiscountFilterType1|2|3|4|5|6

Value type for each dimension. Supported types:

  • P – Product

  • C – Customer

  • PX – Product extension

  • CX – Customer extension

ppStandardDiscountFilterValue1|2|3|4|5|6

Attribute to get the value using a filter.

ppStandardDiscountFilterValueSource1|2|3|4|5|6

Name of PX or CX to get the value.

Rebate Configuration

Name

Description

Name

Description

rebateCalculation

Rebate calculation plan. Supported values are:

  • Forecast

  • Current

Publishing Template Data Configuration

Name

Description

Name

Description

publishing_template_docx_quote_{name_use_in_template}

Gets data from the quote object. The value of the config should be the attribute you want to get.

E.g. publishing_template_docx_quote_quoteName: uniqueName

publishing_template_docx_customer_{name_use_in_template}

Gets data from the customer object.

publishing_template_docx_lineItem_{name_use_in_template}

Gets data from the lineItem object. The value on the lineItem level can be an input name or output name.

Other Configurations

Name

Description

Name

Description

productFilterLogic

Product filter logic name used to the filter quote products.

customerFilterLogic

Customer logic name used to filter the customers.

customerFilterOnQuoteType

Optional. Default value: default.

productFilterOnQuoteType

Optional. Default value: default.

displayPriceInput

Shows/hides the price input on each line item. Possible values: true | false

displayDiscountPercentageInput

Shows/hides the discount % input on each line item. Possible values: true | false

priceVsDiscountPctInputPriority

Defines priority of the price input and discount % input. Possible values: 

priceInputPriority, discountPercentageInputPriority | discountPercentageInputPriority, priceInputPriority 

predefinedBindingAsScriptProperty

Auto-injected predefined binding as library elements variables. See Predefined Variables for more details.