/
Mandatory Data (CPQ)

Mandatory Data (CPQ)

Type

Name

Mandatory Fields

Optional Fields

Required?

Notes

Type

Name

Mandatory Fields

Optional Fields

Required?

Notes

Master Data

Product

  • Product ID (SKU)

  • Label

 

Mandatory table

 

Customer

  • Customer ID

  • Name

 

Mandatory table

 

Product Extension

ProductCost

  • Product ID (SKU)

  • Cost – defaults to attribute1

  • Currency

  • Target Date

  • Valid To Date

  • Additional dimensions fields

Mandatory table

Contains cost per product which is used in the CPQ cost output element.

Price List

 

Core data

 

 

Product Extension

  • PriceByCustomer 

  • PriceByCountry 

  • PriceByRegion 

  • PriceBySegment 

  • PriceByCustomer

    • Product ID (SKU)

    • Customer (attribute1): customer ID/number

    • Price (attribute2)

  • PriceByCountry

    • Product ID (SKU)

    • Country (attribute1)

    • Price (attribute2)

  • PriceByRegion

    • Product ID (SKU)

    • Region (attribute1)

    • Price (attribute2)

  • PriceBySegment

    • Product ID (SKU)

    • Segment (attribute1)

    • Price (attribute2)

  • Currency

Mandatory if the price of the product is not in the price list

Contains a price per product per customer / country / region / segment which is considered to be a list price of the product.

Model Record

PriceOptimizer model

  • Target price

  • Floor price

  • Stretch price

  • Currency

Optional table

 

Product Extension

PriceGuidance

  • Product ID

  • Target price

  • Floor price

  • Stretch price

  • Currency

  • Target date

  • Additional dimensions

Optional table

Contains price guidance per product, included target price, floor price and stretch price.

Product Extension

PriceCompetitors

  • SKU

  • Competitor

  • Price

  • Currency

  • Target date

Optional table

Contains a competitor price per product.

Customer Extension

CustomerCashDiscount

  • Customer ID

  • Discount

  • Target date

Optional table

Contains discount information per customer (customer ID).

Price Parameter

StandardDiscount

  • Customer ID

  • Dimensional keys

  • Discount

  • Value Type

  • Currency

  • Target date

Optional table

Standard discount configuration. There are six keys to configure to what discount a value belongs. It can also be defined if the discount value is a percentage or absolute value.

ExceptionDiscount

  • Customer (key1)

  • Product (key2)

  • Discount (attribute1)

  • Currency

  • Target date

Optional table

Exception for the discount configuration. The exception discount is defined for customer/product pairs. Values for the customer and product can be an attribute in the customer/product data or in PX/CX.

Transaction Data

Sales data

  • SKU

  • Customer ID

  • Quantity

  • Invoice price

  • Net price

  • Margin

  • Pricing data

  • Unit price

  • Invoice ID

Optional table

 

Note: If you set the Discount value to 100% or higher, the quote will return an error.

Related content

Configure Price Guidances Configuration
Configure Price Guidances Configuration
More like this
Core Configuration
Core Configuration
More like this