Configurations Per Quote Type - OBSOLETE

In version 2.0, this configuration is removed.

You can configure that each quote type reads data and configurations from difference advanced configuration keys and tables (PP, PX, CX). This way you can control behavior of different types of quotes.

Source Type

Name

Default Type

Quote Type (e.g.: AnotherCPQ)

Advanced Configuration 

cpq-default

cpq-default

AnotherCPQ_cpq-default

 

cpq-historical-data-default

cpq-historical-data-default

AnotherCPQ_cpq-historical-data-default

 

cpq-generic-default

cpq-generic-default

AnotherCPQ_cpq-generic-default

Customer Extension (CX) 

CustomerCashDiscount

CustomerCashDiscount

AnotherCPQ_CustomerCashDiscount

Product Extension (PX) 

ProductCosts

ProductCosts

AnotherCPQ_ProductCosts

 

PriceByCustomer

PriceByCustomer

AnotherCPQ_PriceByCustomer

 

PriceByCountry

PriceByCountry

AnotherCPQ_PriceByCountry

 

PriceBySegment

PriceBySegment

AnotherCPQ_PriceBySegment

 

PriceByRegion

PriceByRegion

AnotherCPQ_PriceByRegion

 

PriceGuidance

PriceGuidance

AnotherCPQ_PriceGuidance

 

PriceCompetitors

PriceCompetitors

AnotherCPQ_PriceCompetitors

Price Parameter (PP) 

CPQConfiguration

CPQConfiguration

AnotherCPQ_CPQConfiguration

 

CPQStandardDiscount

CPQStandardDiscount

AnotherCPQ_CPQStandardDiscount

 

CPQExceptionDiscount

CPQExceptionDiscount

AnotherCPQ_CPQExceptionDiscount

 

CPQInputConfiguration

CPQInputConfiguration

AnotherCPQ_CPQInputConfiguration

 

CPQOutputConfiguration

CPQOutputConfiguration

AnotherCPQ_CPQOutputConfiguration

Set a Quote Type

Before setting a quote type, you need to specify which quote type attribute will store the configuration. To do so, edit the column and name it "configSeparation".

image-20200821-105546.png

From now on, you can configure which source you need to separate for the specific quote type:

  • Leave empty – No need to separate, use the original tables.

  • All – All tables, advanced configurations need to be cloned per a quote type. Add "QuoteTypeName_” as a prefix, e.g. AnotherCPQ_CPQConfiguration.

  • List of table names separated by comma – Specify which default table / advanced configurations need to be cloned for each quote type.

    image-20200821-105818.png


Prepare Source

For each quote type, we need to clone the default configured tables / advanced configuration and derive from it our own configurations for the selected quote type. That way logics can read the correct configurations for the given quote type.

image-20200821-113258.png

In the image above, we have the default and "AnotherCPQ" quote type.

We also separate data for both quote types in "CPQConfiguration" table.

Then we clone/copy this table and rename them with the "AnotherCPQ_" prefix.

Now, each quote type will have a different master and input configurations and the remaining configurations will read from the original source, e.g. "CPQStandardDiscount", "CPQOutputConfiguration", etc.