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".
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.
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.
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.