Feature preferences
The Features tab provides toggles you can set to enable or disable different features in the application.
Field name | Description |
---|---|
Enable Projects and Jobs | Projects are organizational tools that allow you to group related quotes and orders under a unique project heading. You can create distinct jobs within a project to further organize related quotes. Enabling this option allows users to create and manage projects and jobs. |
Enable Proofing Report | The Proofing Report provides details about the attributes of configured objects on a quote. This report enables you to review and verify the selected options of configured products on a quote. You can choose to print the report or export the report to a .csv file. |
Enable Product Catalog | When this feature is enabled, a Product Catalog menu option is provided for users. Also, the Managing products and pricing. | button on quotes and orders launches the Product Catalog. If this feature is not enabled, the menu option is not displayed and the button launches a standard product list. See also
Enable Ming.le Notification | Enables or disables notifications from Infor Ming.le, such as task notifications for change requests. See
Using task notifications for change requests. This is also described in the Infor CPQ Enterprise Quoting Configuration Guide for Infor OS. |
Enable Attachments | Enables or disables the ability to attach files to quotes and orders. In the Attachment Types field, specify a comma-delimited list of file types that can be attached to quotes and orders. |