SAP CPQ (Configure, Price, and Quote) is a cloud-based software solution that streamlines sales processes for businesses. Operating as a centralized platform for product configuration, pricing, and quotes, it equips sales teams with features to enhance efficiency and facilitate deal closures.
Course Content
Introduction to SAP CPQ
- SAP CPQ Fundamentals – walkthrough
- User Interface
- Application Parameters
- General parameters
- User parameters
- Practical Exercise
Users
- Companies
- User Types
- Users
- Practical Exercise
Products
- Categories
- Simple Products
- Attributes
- Configurable Products
- Practical Exercise
Advanced Product Configurations
- Creating product nesting using configurable products
- Formulas and Tags
- Isthmus
- Configuration Rules
- Triggers
- Custom Tables
- Autocomplete Attribute
- Attribute Containers
- How to Disallow Attribute Dependency Rule
- Create a Mandatory Attribute Dependency Rule
Pricing/Calculations
- Currencies
- Markets
- Pricing
- Price books
- Discounts and Multipliers
- Practical Exercise
Quotes
- Quote Tabs
- Quote Custom Fields
- Quote Item Custom Fields
- Document Generation and Templates
- Approval Process
- Choosing custom field permissions and quote item custom fields
- Practical Exercise
Scripting
- Introduction to Scripting in SAP CPQ
- Script Workbench
- Quote Tables
- Pricing through Scripting
- Cart Fields Administration
- SAP CPQ APIs
- Log and Tracing
- Practical Exercise
UI Customization is SAP CPQ
- Legacy UI Modes of SAP CPQ
- Standards Setup Options
- UI Branding and CSS Changes
- Responsive Templates
- Knockout
- Practical Exercise
Document Templates
- Creating new document templates and section templates
- Generating quote documents
- Creating multi-section templates
- Practical Exercise
Approvals, Workflows, and Notifications
- Explaining the approval process
- Adding a new approval rule
- Defining workflow statuses and actions
- Modifying workflow permissions
- Creating and using approval rules
- Sending notifications
- Practical Exercise
Deploy/Send Changes
- Understanding the Deploy/Send Changes feature
- Ensuring the environment connections are properly configured
Online Batch
- Please get in touch to get more information on running and upcoming batches.