Infor CPQ Overview

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

When the application is integrated with Infor CPQ Configurator or Infor CPQ Enterprise Quoting with the Configurator, the user can create price quotes using a list of available options. These options are automatically filtered to display only valid option configurations. During the configuration process, the sales professionals can generate as-configured drawings of the product based on selected options. This enables a quick, visual validation of the overall configuration.

CPQ Enterprise Quoting

This enables a quick, visual validation of the overall configuration.

Use the Infor CPQ Integration, EQ Configuration tab and Configuration Group tab to define the Infor CPQ Enterprise Quoting integration parameters. For specific steps, see Enabling CPQ.

Requirements:

  • Infor CPQ Enterprise Quoting is implemented and configured.
  • Infor CPQ Enterprise Quoting integration configuration parameters and endpoint are defined in the application, Infor CPQ integration form Configuration Group and EQ Configuration tabs.
  • The EQ BOD Pack is loaded and configured with the corresponding ION Connection Point Logical ID.
  • Infor CRM Master Data Consolidation is enabled and existing data has been converted. For steps see What is Master Data consolidation.
  • The application and Infor CPQ Enterprise Quoting must be provisioned in a common Infor OS (Ming.le) tenant.

CPQ Enterprise Configurator

Use Infor CPQ Configurator to define and use configured products for Opportunities, Quotes and Sales Orders in the application. Use the Infor CPQ Integration Configuration Group tab to define the CPQ-Configurator integration parameters. For specific steps, see Enabling CPQ.

Check with your host ERP integrator to ensure the three-way integration of the application, Infor CPQ Configurator, and your host ERP system is a supported configuration.

Requirements:

  • On premise Infor CPQ Configurator is implemented and configured.
  • Infor CPQ Configurator integration configuration parameters and endpoint defined in the application, Infor CPQ integration form Configuration Group tab.
  • Infor CRM Master Data Consolidation is enabled and existing data has been converted. For steps see What is Master Data consolidation.
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