Category: SAP CPQ/Callidus

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 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 – 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 – 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