Author: Claudio Goulart

Cláudio Goulart has been working since 1992 with the implementation of corporate solutions. Since 1999, he began his career with CRM deployments, with the most widely used Market Suites such as Vantive, PeopleSoft and Siebel. And since 2006, it has been active with SAP CRM On Premise (Interaction Center, Services, Sales, Marketing and Middleware with ECC) Specialist in evaluation, process definition, and adherence of customer needs to SAP S4hana on Premise and Cloud solutions C4Hana. Extensive knowledge in implementations of SAP S4hana and C4hana solutions in the areas of Call Center, Services, Marketing and Sales. Experienced integrator of SAP on Premise Solutions (S4Hana CRM) and SAP C4Hana (Sales, Services, Marketing and Qualtrics), using SAP Cloud Platform to integrate S4hana process.

SAP CPQ – Callidus – Configuring Rules to Increase the data consistency during Sales Process

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

Brief Description
During a Quotation is extremely important to define some fields to enrich the sales and give to the customer all information available about the product. Also, it is equally important to create a relationship between those fields, restricting data inside of them. Allowing only data which makes sense to the Sales and Customer
I know, considering some restrictions or validations you can reach only creating enhancements or developments into your solution.
That´s what I will talk about in this document, in the SAP CPQ – Callidus, it is possible to Create Fields, Validations, Data Checks, Exhibit messages to inform the Sales Rep about a specific scenario. All those points without a line of code. Sounds good, isn’t it?
Well, I will provide some tips and tricks to keep your Quote Consistency and data reliable.
I hope you enjoy it!!

Content

  1. Article
    1.1. Description
    1.2. Creating fields for Configurable Products
    1.3. Creating Formula Rules to Restrict Options during the Quotation
    1.4. Creating Rules to restrict data availability
    1.5. Creating rules to exhibit messages to the Sales Rep
    1.6. Testing the rules during a Quotation

Article: SAP CPQ – Callidus – Configuring Rules to Increase the data consistency during Sales Process

SAP CDC – Gigya – Using Single-Sign-On in multiples Sites

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description
Imagine that your company has different Web Sites, to sell different kinds of products. BUT the company wants to share the Customer Identification among those sites.
Would be nice, the customer to log into Web Site 1, and if he or she navigates to Web Site 2,3,4,5, the customer doesn’t need to be logging in again and again. Sounds good, isn’t it?
That´s What I will talk about in this document, how to share the same Customer Identification into different Web Sites.


I hope you enjoy it!!

Content

  1. Article
    1.1. Description
    1.2. Configuring the CDC Sites
    1.3. Checking SAP CDC´s Database
    1.4. Testing the SSO among the Company Sites
    1.5. Navigating through Sites
    1.6. Checking the Sites Configuration and Identity Access
    1.7. Using JavaScript to check the User Connection

Article: SAP CDC – Gigya – Using Single-Sign-On in multiples Sites

SAP CDC – Gigya – Reinforcing your security using reCAPTCHA

. SAP CDC by Claudio Goulart . Leave a comment

Brief Description
As you probably know, SAP CDC – Gigya is SAP´s Customer Identification Solution.
Inside of this solution, there are many functionalities to reinforce the security of your system
and establish a security platform for your Employees and Customers.
In this document, I will talk about what reCAPTCHA is and how to implement it on SAP CDC – Gigya.
I hope you enjoy it!!

Content

  1. Article
    1.1. Description
    1.2. Captcha Provider
    1.3. Configuring Google reCAPTCHA
    1.4. Configuring reCAPTCHA on SAP CDC-Gigya
    1.5. Configuring the object reCAPTCHA into the Screen-Sets
    1.6. Configuring the Risk Based Authentication (RBA) to trigger the reCAPTCHA
    1.7. Testing the Google reCAPTCHA into the SAP CDC-Gigya

Article: SAP CDC – Gigya – Reinforcing your security using reCAPTCHA

SAP CPQ – Callidus – Transporting objects to Production Tenant

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

After months of good work, it´s time to Go-Live and sees what happens with your baby in the real world. Yes, that´s right. It´s the moment to transport your CPQ´s Solution to the Production Tenant. That´s what I will talk about in this document. I will describe step by step how to transport your objects to another tenant.

I hope you enjoy it!!

Content

  1. Article
    1.1. Description
    1.2. Creating a new Custom Table
    1.3. Creating the Deployment Packages
    1.4. Sending the package to Production Tenant
    1.5. Deploying the Solution
    1.6. Checking the object deployed

Article: SAP CPQ – Callidus – Transporting objects to Production Tenant

SAP CPQ – Callidus – Retrieving Data using Web Services

. Uncategorized by Claudio Goulart . Leave a comment

Brief Description
The CPQ´s solutions are extremely powerful, but sometimes, to achieve the Customer requirements it´s necessary to extend the CPQ´s functionalities.
That´s the point of this document, I will provide some tips to access standard Web Services and extend the available solutions out-of-the-box inside of SAP CPQ.
I hope you enjoy it!!

Article
1.1. Description
1.2. Registering a new Customer
1.3. Web Services Available
1.4. Executing the WS to login CPQ
1.5. Executing the WS to Get Customer Data

Article: SAP CPQ – Callidus – Retrieving CPQ Data using Web Services

SAP CPQ – Callidus – Creating a Phyton Event into the Quote Page

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

Brief Description
During an SAP Project, it is common to extend the standard functionalities to better fit the Customer´s requirements.
SAP CPQ is extremely flexible and allows you to reach the customer needs enhancing the CPQ´s events powered by Phyton Scripts.

I really hope you enjoy this article!!

Content

  1. Article
    1.1. Description
    1.2. Creating Custom Actions
    1.3. Configuring the Workflow
    1.4. Configuring the Workflow Permissions
    1.5. Checking the Event into the SAP CPQ
    1.6. Using Phyton to read the Quote Data into our Event.
    1.7. Testing our event

Article: SAP CPQ – Callidus – Creating a Phyton Event into the Quote Page

SAP CPQ – Callidus – Importing Configurable Products to CPQ

. Uncategorized by Claudio Goulart . Leave a comment

During a CPQ´s implementation, SAP allows you to import products in an easy way. Using the standard functionality “Import Products” is possible to import records into CPQ´s database through a CSV file.

I hope you enjoy it!!

Content

  1. Article
    1.1. Description
    1.2. Checking our Car Model
    1.3. Downloading the Product Template
    1.4. Preparing the file to upload the new Cars
    1.5. Uploading the images of Cars
    1.6. Importing the Products
    1.7. Testing the new Products

Article: SAP CPQ – Callidus – Importing Configurable Products to CPQ

SAP CPQ – Callidus – Defining the tax rate for Quote Process

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

In this document, I will give an overview of how to define taxes in the Quote process.
Of course, taxes are not equal everywhere, far from it. Every country has its own tax rates.

Then, I will explain how to SAP CPQ´s approach to this topic, but it is inevitable to enhance
this implementation to reach your Project’s requirement using CPQ’s conditions and coding Phyton Script.

Let´s see how SAP CPQ implementation is dealing with the tax topic!! I hope you enjoy it!

Content

  1. Article
    1.1. Description
    1.2. Configuring the Country/Regional Taxes
    1.3. Configuring Country/Region Tax Formula
    1.4. Configuring the State Sales Taxes
    1.5. Configuring the State Tax Formula
    1.6. Testing the Quote’s taxes

Article: SAP CPQ – Callidus – Defining the tax rate for Quote Process

SAP CPQ / Callidus – Defining Pricing using ERP´s Sales Organization

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

In the SAP CPQ solution especially integrating with SAP S4hana, is necessary to map the same Sales Organization into SAP CPQ. Also, it is necessary to assign the users for each Sales Office.

That´s the point of this document, I will demonstrate manually how to configure the Sales Organization into CPQ and configure different pricing for each Office.

Content

  1. Article
    1.1. Description
    1.2. Sales Organization
    1.3. Activating SAP ERP´s integration into SAP CPQ
    1.4. Configuring the Companies
    1.5. Configuring the Territories
    1.6. Configuring the Markets
    1.7. Configuring the Pricing Book
    1.8. Configuring the Users
    1.9. Configuring the Access Control Engine of Market
    1.10. Configuring the Access Control Engine of Products
    1.11. Testing the Configuration

Article: SAP CPQ – Callidus – Defining Pricing using ERP´s Sales Organization

SAP CPQ/Callidus – Defining Promotion and Special Prices into Quote Process

. SAP CPQ/Callidus by Claudio Goulart . Leave a comment

During a Quote, the Sales Representative needs to persuade his Customer with Offers.

That´s the point of this document, create a sales process capable to suggest promotions and discounts. SAP CPQ is the best solution to accomplish this goal. Into SAP CPQ,
is possible to define discounts based on Products, Type of Product, and Categories.

Also, it is possible to assign that promotion to a group of Users,
Roles and Companies.

I hope you enjoy this document.

Article
1.1. Description
1.2. Configuring the Promotion
1.3. Defining the Pricing Details
1.4. Testing the Promotion

Article: SAP CPQ – Callidus – Defining Promotion and Special Prices into Quote Process