Value Add integration with CPQ enhanced

The Value Add (VA) integration to Infor CPQ is expanded to allow configuration of specific VA products through the Value Add workflow from Sales Order Entry. This enhancement ensures that material items are correctly configured and priced during order entry. Previously, you were required to separately configure the tied VA order through VA Order Entry after the Sales Order Entry process was complete.

After feature activation, when you add a configured VA product to a Sales Order Entry order, a tie is automatically created to a VA order for the Sales Order Entry warehouse. Both Stock Orders (SO) and Quote Orders (QU) are supported. When VA Order Entry displays for the tied VA order, you can click the new Configure button in the toolbar to initiate the CPQ configuration. This configuration now updates the tied VA order using inventory components from CPQ and section data from VA Product Default Setup. After the configuration is finished, a manual price override from CPQ occurs in the Value Add Rollup window. This overrides the sales order line price when you return to Sales Order Entry.

A new Configurator section in VA Order Entry-Header displays the data returned from CPQ after configuration, for example, RuleSet, Status, and ConfiguredPrice.

You can determine the specification, inventory component, and internal sections of the VA order automatically for configured products in VA Product Default Setup. The VA Product Default Setup defaults can include multiple IN inventory sections and both EX external and IT internal processes, which allows for more advanced VA work orders.

Feature activation

Activate this feature by selecting Auto Source CPQ Configurator VA Assembly Type Products in SA Administrator Options-Integrations-Configurator Options.

Products that are configured for CPQ integration require a Value Add Assembly Type of CPQ Configurator in Product Setup-General and require a valid CPQ RuleSet in Product Setup-Cores & Configurator.

Verify that your initial CPQ integration is set up to automatically advance to VA Order Entry from Sales Order Entry when a VA line is entered. In Sales Order Entry-Order Entry Defaults, select After Add or Change in the Value Add Workflow field.

The initial integration to CPQ does not change and requires set up in both SA Administrator Options-Integrations-Configurator Options and Product Setup to establish a link between CloudSuite Distribution and CPQ. Ensure that the correct CPQ configurator templates are installed and configured for VA use. In addition, ensure that the CPQ Rulesets are properly configured to return data to create a VA order.

See the Infor Distribution SX.e Integration Guide for Infor Configure Price Quote and Enterprise Quoting.