Managing the Solution Design

The Solution Design is a feature that allows organizing quote items into logical folders (sections), it is a convenient structure of the tool for better overview and easier work on the quote.

The Solution Design tab is another view of the items that are already in the quote. If the same items are in the new tab and the Quotation tab, they will not be treated as duplicates. Changes made on one item is applied to the same item in the another tab.

To enable users to create sections, first create a dedicated tab on quotes. Select Setup → General → Application Parameters → Shopping Cart and Quotes. Set the parameter Enable Solution Design to TRUE. A new tab called Solution Design automatically displays on quotes.

Alternatively, you can create the tab manually using the implementation file. This file is not available by default. Contact the SAP CPQ Support team to enable this for your tenant.

You can create sections either in Excel or using the in-built tool Section Builder. For both workflows, Quote 2.0 engine must be enabled on your tenant and with the Solution Design tab created.

Create Sections Using Excel:

The ability to import sections through Excel allows users to handle multiple sections with minimal manual effort. This feature is useful for handling tender documentation with a predefined set of sections within an Excel file.

Create Sections using Section Builder:

The Section Builder is an SAP CPQ tool for manually creating sections.

The current Solution Design tab does not display standard quote fields. However, administrators have the ability to add custom fields for quote items and manage calculations associated with these fields. To fulfill this requirement, the field needs to be set as visible on quotes through Layout Permissions. 

There's an icon for allocating items next to each item on quotes. After selecting the icon, find the section to allocate the item. Once an item is allocated, the icon is grayed out. The icon can be selected again to change the section.

Products in sections have a "gear" icon displayed next to them. Selecting this icon opens a dropdown list with actions that users can perform on a product. The actions include the following:

• Copy: Make a copy of the product in the same section and on the quote.
• Delete: Delete the product from the section and the quote.
• Edit: Edit the product to apply changes to the section and the quote. If you are editing line items, they are automatically removed from the section. You need to go back to the quote and allocate them to the section again.
• Refresh: Refresh the product so that all settings from the quote are applied on that product in the section. This is recommended when handling calculations in the Quotation tab.
• Move: Move the product to a different section.
• Remove: Remove the product from the section.

Let create and allocate products to sections in the next exercise!