Creating Quote Elements in SAP CPQ

Quote elements in SAP CPQ are the individual components that, when combined, make up the complete quote given to a customer. They represent the diverse range of products, services, terms, and conditions that make up a detailed proposal or offer.

In CPQ, quote tabs can be considered quote elements. They're used to organize and segment different sections of a quote. You can use tabs to better control the layout of quote fields and concentrate related fields into one tab for a more efficient quote creation process.

Quote Tabs organize specific information about quotes such as customer information or generated documents into tabs. Selecting an individual quote under SAP CPQ Quotes loads the respective quote details. Although a quote page usually has default tabs, a CPQ administrator can customize the tabs to display information as needed.

Let's create a new quote tab in the next exercise!

Using custom fields, you can create fields to display additional information, such as terms of payment and other specific client details, in the users' shopping carts. Custom fields can be used to define information that would be included in the generated quote documents.

Field selections can also affect the configuration of products. Each custom field is assigned to a quote tab.

Permissions assigned to the field determine how the field is displayed and used based on the user and the status of the quote.

To create a Quote Custom field, follow this path: Setup → Quotes → Quote Custom Fields.

The Tab field determines the Quote tab where the new custom field is displayed.

The only tabs available in the Tab dropdown are those that have been defined as a quote tab under the Custom Quote Tabs administrative section. Tabs that are used for the cart, Involved parties, and attachments are also available sections.

This numeric value determines the order Quote Custom Fields display on a given tab. Fields with lower values appear first.

Select the Save on quote change checkbox to save the quote automatically whenever the custom field is modified. Selecting this checkbox allows the system to re-evaluate rules and scripts that depend on the custom field.

By default, a Quote Custom Field displays a user-entered value. However, it can be configured to display the result of a formula, either computed once, when the quote is created, every time the quote is modified, or always. Selecting a calculation type will display a Formula field. Use the Formula Builder to complete this field.

This checkbox represents the possibility of displaying a custom field along with the order on the order confirmation page (after choosing the action Place Order). The current custom field with this checkbox is also displayed in the e-mail that goes to the ordering parent or system administrator, depending on configuration.

The Default Label provides the option to enter a different name in the custom field other than what was originally entered in the Name field. If Default Label is left blank, Name is used as the field label. The custom field label can be changed based on the user type.

It's important to denote a field containing Personally Identifiable Information to satisfy the demands of GDPR privacy rules. Any change of Quote Custom Fields in the quote that has the checkbox marked by Admin creates a record in the Personal Data Log with the previous and new value. You can also mark a Personally Identifiable Information field as Sensitive Data to avoid logging value changes in Personal Data Log.

Permissions assigned to the field determine how the field is displayed and used based on the User Types and the status of the quote.

The Permissions tab defines how the custom field is displayed based on the user group and status of the quote.

There are four permission options:

Hidden

When Hidden is selected for a user group or status, the custom field is not displayed for the user group or status. If the field is required, there will be no prompt to enter a value for the field.

Read-Only

Read-Only is selected for the statuses after the quote has been completed with an Order Placed or Received Order. The value entered in the field can't be edited.

Editable

Editable is selected for the initial statuses in which the quotation is being created, such as Open. The field is displayed in the originally defined format.

Required

Select Required for custom fields that must be defined before placing an order on the quote. Fields marked as required are editable and displayed with a red asterisk.

Custom fields are added on quoted items to hold values of several types. Users can edit the values of custom fields. Custom fields and quote item custom fields aren't the same: A custom field is relevant for the entire quote, such as the Discount Information custom field.

A quote item custom field displays a product attribute next to the corresponding line item in a quote.  

Let's define a new quote item custom field in the next lesson.