Creating Quote Elements in SAP CPQ

Quote elements in SAP CPQ are the individual components that, when combined, constitute 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 are 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.

The Tab field determines the quote tab where the new custom field is displayed. Select the dropdown menu for options to define the quote tabs by selecting Setup → Quotes → Custom Quote Tabs. The Tab field allows you to place custom fields in custom quote tabs, the cart, customer info, or attachments.

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 automatically save the quote 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 other than None will display a Formula field. Use the Formula Builder to complete this field.

After selecting Place Order, select the Show on place order confirmation page checkbox to display the custom field along with the order. Depending on the configuration, the custom field displays in the e-mail that is delivered to the ordering parent or system administrator.

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, the 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 PII to satisfy the demands of GDPR privacy rules. You can also mark a PII field as Sensitive Data to avoid logging value changes.

Permissions assigned to the field determine how the field is displayed and used based on the user group 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 usually selected for the statuses after the quote has been completed with an Order Placed or Received Order. The value entered in the field cannot 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.

Let create a new custom field in the next exercise!

Custom fields are added on quoted items to hold values of several types. Users can edit values of custom fields. Custom fields and quote item custom fields are not 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.  

SAP CPQ's UI displays properties, names, labels, and fields determined by the system dictionary. The system dictionary cannot be modified. However, some changes can be made by extending the system dictionary with a parent a custom dictionary. 

Any key/value pair you enter in a custom dictionary will override the value normally inherited from the parent system dictionary. Custom fields are not represented in system dictionaries.

The administrator can then assign the custom dictionary to a user or the user can assign it themselves. Access dictionaries by selecting Setup → General → Dictionaries.

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