The Integration tab
is used to define settings that are required to integrate CPQ Enterprise Quoting with other applications. These tables define each available setting:
Application
| Field name |
Description |
| ERP |
If applicable, select the ERP system that is being used with
CPQ Enterprise Quoting. If your ERP is not listed, this
setting is not required. |
Drillback
The Logical ID is the instance of the product that sends or receives BODs. One logical ID
is defined for each product instance.
| Field name |
Description |
| Opportunity Logical ID |
Provide the instance of the product that will send or receive
opportunity BODs. |
| Quote Logical ID |
Provide the instance of the product that receives quote
BODs. |
| Order Logical ID |
Provide the instance of the product that receives the order
BODs. |
Defaults
| Field name |
Description |
| Namespace |
Specify the namespace that will be used as the default. |
| Accounting Entity ID |
Specify the Accounting Entity ID. This is used to populate the
values in outgoing BODs and must sync with the ERP system. |
| Location ID |
Specify the Location ID. This is used to populate the values in
outgoing BODs and must sync with the ERP system. |
Quote
| Field name |
Description |
| Enable System of Records |
If this setting is enabled, CPQ Enterprise Quoting is the system of record for quotes. It will publish Sync Quote
BODs as opposed to Process Quote BODs. |
| Calculate Reconfigured Price of Quote Line |
This setting determines whether to calculate the price of a
configurable product or not. The output will affect the value indicated in the Price
column of a line item. If this option is set to enabled, the value provided in the
BOD is disregarded and the Configurator price is used. If set to disabled, the price
that is specified in the BOD is used. |
Order
| Field name |
Description |
| Recalculate Price in ERP |
This setting indicates if the ERP that has been integrated
should recalculate the price in an order. |
| Sync One Time Ship-To to ERP |
This setting applies to any order that uses a one-time ship-to
value as the ship-to address. Enabling this option causes the new ship-to value to
be added in the system-of-record ERP, before the sales order is created. Disabling
this option causes the sales order to be created without adding a new ship-to
address record on the customer record. The one-time ship-to address is included in
the Process.SalesOrder BOD and is processed by the ERP when the sales order is
created, but the ship-to is used as an attribute on the order and not created as a
new ship-to for the customer. |
| Reconfigure on Order Placement |
This setting triggers the reconfiguration of configured
products on a quote when the order is placed. |
General
| Field name |
Description |
| SCIM Service |
If the SCIM service is enabled, all communications that use
BODs for creating, updating or deleting users in multi-tenant Infor Ming.le are turned off, allowing the SCIM service
to do the work in its place. When a dealer representative is created in CPQ Enterprise Quoting, the SCIM service is called to also create
that user in Infor Ming.le. |