Enabling CPQ

Infor CPQ only. The connection to Infor CPQ is available in Infor CRM by default. You must enable the configuration and then create the configuration groups that will deliver the correct product components to your quotes.

These steps assume that Infor Product Configuration Management software has already been installed and configured.

To enable

  1. Sign in to the Infor CRM Web Client as Administrator.
  2. In the Navigation Bar, expand Administration and then click Integrations.
  3. In the Integrations List View, click Infor CPQ.
  4. In the Integration - Infor CPQ Detail view, select the Enabled check box.
  5. Click SaveClosed..

You must now add configuration groups.

Related Topics

CPQ Overview

Configuration Group tab

CPQ Details

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.