In the world of CPQ, there are different routes you can go for handling contracts; you can use the out of the box Contracts object which is incorporated into CPQ with additional fields and objects. The other option is to use another install packaged from Steelbrick called Service Contracts, which essentially is deemed as the … Continue reading Short Intro to Service Contracts
CPQ
How to Setup Discount Schedules
Discount Schedules can be used for lots of different scenarios; two of the most common are based on term length (i.e. if you have a 24-month term you save 10%) or based on volume (if you buy a quantity of 10 you save 5%, but if you buy 20 you save 10%). In this post, … Continue reading How to Setup Discount Schedules
How to Create Dynamic Field Sets for QLE
Recently, I had a need to be able to change between two different sets of fields while looking at the columns in the QLE. The reason? There were two distinct sets of fields that the users needed to review, but including them in one Field Set led to an unbelievable amount of fields at once … Continue reading How to Create Dynamic Field Sets for QLE
Why won’t decimal places show in Quantity Field
Recently I had a headscratcher of an issue. I was trying to make it so that in the QLE the value in the quantity column would show up with two decimal places. I checked the Quantity field on the Quote Line object and all appeared to be correct. Even when looking at the QLE and … Continue reading Why won’t decimal places show in Quantity Field
How to handle zero quantity Orders
Say you have a product that you sold for $100 last month with a quantity of two, and this month the customer would like to exchange that product for an upgrade (a different product altogether). With Amendments in CPQ, this is not an issue. You can zero out the line and then add the new … Continue reading How to handle zero quantity Orders
How to Setup MDQ?
First, let's clarify what MDQ stands for and what it actually means. MDQ stands for Multi-Dimensional-Quoting. It is commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. Setting up a Product in … Continue reading How to Setup MDQ?
Understanding the Type field on Product Option
An important field on the Product Option record that you should always consider when creating Product Options is the Type field. This field controls the behavior of its relationship with its parent Product (Configured SKU). Below I will demonstrate how the different values of the Type field behave. Component: This sets the Product Option to … Continue reading Understanding the Type field on Product Option
