Working with application settings

To prepare CPQ Enterprise Quoting for use, you must specify the application settings that are used in your business. We provide some pre-defined records, as described in Pre-defined application settings records. You must enter any additional information needed for your system.

Note: For initial setup, you may be able to integrate your ERP system with CPQ Enterprise Quoting and move records via BODs or APIs rather than add all records manually. Refer to the integration documents on the Infor Support Portal, under Infor CPQ.

These are the application settings that can be used in CPQ Enterprise Quoting:

Countries
Customer types
Freight terms
Payment methods
Payment terms
Shipping carriers
Shipping methods
Shipping policies