Infor CPQ Overview

Infor Configure Price Quote (CPQ) is a visual, rules-based configurator software that integrates with Infor CRM to accelerate product configuration, pricing, and quoting. It captures your engineering and pricing knowledge to enable your sales reps and/or dealers to quickly become product experts.

When Infor CRM is integrated with Infor CPQ Configurator or Infor CPQ Enterprise Quoting with the Configurator, you can create price quotes using a list of available options. These options are automatically filtered to display only the valid option configurations. During the configuration process, the sales professionals can refer a dynamically-generated, as-configured drawing of the product based on selected options. This enables a quick, visual validation of the overall configuration where it is easy to identify issues with the selected options.

Infor CPQ Configurator

Infor CPQ Configurator allows you to define and use configured products for Opportunities, Quotes and Sales Orders in Infor CRM. You can use the Configuration Group tab to define the CPQ-Configurator integration parameters.

CPQ Enterprise Quoting

Infor CPQ Enterprise Quoting is an optional integration that replaces the Infor CRM quote user interface with the Infor Enterprise Quoting user interface for direct quotes and quote document generation. The configured products can be added to Infor CRM Opportunities based on the Infor CPQ Configurator integration.

Integration with Infor CPQ Enterprise Quoting requires Infor CRM, Infor CPQ Enterprise Quoting, and the corresponding host ERP system to be provisioned in a common Infor Ming.le CE tenant. The Infor CRM Master Data Consolidation option must be enabled.

You can use the EQ Configuration tab to define the Infor CPQ Enterprise Quoting integration parameters

To enable Master Data Consolidation:

  1. Select Integration > Integrations. The Integrations List view is displayed.
  2. Click the Back Office Extension integration. The Integrations Detail view is displayed.
  3. Click the Options tab.
  4. Set the Value to True for Master Data Consolidation option.
  5. Click Save.
Parent topic: CPQ
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