Using Infor CPQ

Infor Configure Price Quote (CPQ) is a visual, rules-based configurator software that integrates with Infor CRM to accelerate product configuration, pricing, and quoting.

If the implementation includes CPQ integration, you can access and use CPQ for configured products when these are associated with an Opportunity, Quote, and Sales Order. If a product is configured for CPQ, you can click the link in the Status column to open the CPQ graphical configurator and walk through the configuration process for the product.

Upon completion of the CPQ configuration process for the selected configurable product, you can return to the Infor CRM Opportunity, Quote or Sales Order Detail view and the price of the configured product is updated in the Products tab. The opportunity, quote or sales order product detail includes a new Sub-Lines tab containing summary information on the actual configuration selections for the product. When you edit the product details, you can view the Sub-Lines tab only if the Value field is set to False for the corresponding Local CRM pricing option on the Options tab, in the Back Office Extension Detail view:


Entity name	Local CRM Pricing Option
Sales Order	Local CRM Pricing Sales Order
Opportunities	Local CRM Pricing Opportunity
Quotes	Local CRM Pricing Quote