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!!
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