Creating CPQ configuration groups

To enable the users to see the appropriate components when configuring a quote, you must create the configuration groups only. See Infor CPQ Overview

To create configuration groups:

  1. Sign in to the Infor CRM SLX Web Client as Administrator.
  2. Expand Administration and then click Integrations in the Navigation Bar.
  3. Click Infor CPQ in the Integrations list view.
  4. Select the Enabled check box in the Integration - Infor CPQ detail view, and click Save.
  5. Click the Configuration Group tab and click Add.
  6. Specify this information that connects Infor CRM SLX to the product information in the product configurator in the Add Configuration Group window:
    Note: If you do not have this information, contact the CPQ administrator.
    Application Name
    The application name registered in the Product Configuration Manager Enterprise Manager. It is a combination of the configuration model and the output database. For example, InforCRM_DB.
    Config Group Name
    The intuitive name of the choice.
    Description
    A description of the group.
    Instance Name
    The instance ID that indicates the database instance. For example, InforCRM_DB. A single server can host several instances of PCM Configurator.
    Name Space
    The name space of the product configurator model as defined in PCM Design Studio.
    Ruleset Name
    This is the name of the Product Configuration Model as defined in PCM Design Studio. For example, if the product being designed is a bicycle, the Ruleset name assigned can be Bike.
    Service URL
    The URL for the Integration Web Service.
    API Key
    The key used to identify the tenant connection to the API. This key can be acquired by the tenant administrator through the PCM Home page. Keep this key private.
  7. Click Test link.
  8. Click OK if the test status is successful.
  9. Repeat steps 5 through 8 for each Configuration group you require to add.
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