In SAP CPQ (Configure, Price, Quote), a company represents a business entity that is using the software. It can refer to the main organization, its subsidiaries, resellers. Each company in SAP CPQ can have its own set of products, price books, users, and configuration settings based on their specific business processes and requirements. It allows for management and configuration of data at a granular level.
Managing Companies in SAP CPQ
Objectives
After completing this lesson, you will be able to:
- Describe the concept of a company in SAP CPQ
- Organize a company’s information and set up a Company profile
- Update multiple companies at once Using export/Import feature
The Concept of a Company in CPQ
Organizing the Information of a Company
Once a company profile is created, user types and individual users can be assigned to the company.
The administrator can add a new company or copy, delete and edit an existing company's information.
Note
A Company and User Type are mandatory fields in the creation of a new user.When you edit a company, the company's information is organized into two tabs:
- General
- Permissions.
- General
- Under the General tab, enter information about the new company. This includes two required fields: the company name and the company code. Note that the company code provides a means to differentiating a company from other companies using the same name. Providing a unique identifier helps you assign a user with the correct company.
- Permissions
- The Permissions tab assigns a group permission to act as the administrator of the company from User Page from end user side.
The Export/Import Feature
In organizations that support multiple companies within a single SAP CPQ environment, administrators can easily export/import multiple companies at once.
The best practice for importing new companies in the system is use the import template.
For updating existing company details, export them from the system, change the data, and import it back into the system.
This feature is particularly useful for large-scale creates/updates or changes, as it can be more efficient than manually updating individual records.
The Companies Export/Import page allows bulk export/import of companies following one of these workflows:
- Download a template → fill out company details → import the file.
- Export all companies → change details and add new companies → import the file.
Next, let's take a closer look at creating a new company profile and see these steps in action!
Create a New Company Profile
Business Scenario
The first step in configuring Supertech’s SAP CPQ environment is to create a company profile.
Task Flow
In this exercise, you’ll learn how to create a new company profile.
Exercise options
To carry out this exercise, you can choose the following option: Platform Simulation: Watch the step-by-step instructions within the simulation.
To start the simulation, choose Start Exercise in the figure below.
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