Using Infor CPQ Configurator
Infor Configure Price Quote (CPQ) is a visual, rules-based configurator software that integrates with Infor CRM SLX 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 SLX
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 |