Changing or deleting company settings records

You can modify company setting records as needed, and you can delete them if they are not currently associated with another entity in the system. You can also make records unavailable for further use, but leave them in the system while they are still referenced by other records.

For example, UPS is one of your shipping methods and it is referenced by open quotes and orders, but you need to discontinue its use. This can be done by disabling the record on the Shipping Methods form. When it is disabled, the UPS option will no longer be available for new quotes or orders. Open quotes and orders that use UPS will get a validation, and you can decide whether to honor the UPS shipping method, or require customers to change their selection.

  1. In CPQ Enterprise Quoting, select My Company and expand the Settings menu option.
  2. Select a record type, such as Payment Methods or Freight Terms.
  3. On the form that opens, you can use the filter fields at the top of the form to find the individual record to work with. The grid is automatically updated based on your search criteria.
  4. Perform one of these actions:
    • To disable the record but leave it in the system, clear its Enabled check box.
    • To remove the record from the system, select it and click the delete icon.
    • To modify the record, select it and click the open icon. Make changes as needed.