CPQ Configurator setup

The CPQ Configurator is an interactive configurator that is integrated with LN. The configuration information required to handle the manufacturing process is stored in LN.

To set up the CPQ Configurator, complete the following steps:

  1. Implemented Software Components (tccom0100s000)

    To enable the interactive configurator functionality, select the Infor Configurator (CPQ) check box.

  2. CPQ Configurator Profiles (tipcf0120m000)

    Specify the profile used for the CPQ configurator. The profile defines the language and the view of the model of the configurator.

  3. CPQ Configurator User Profiles (tipcf0125m000)

    • Specify the default user profile as part of the user profile. The user profile overrides the profile defined in the CPQ Configurator Settings (tipcf0111m000) session.
    • Before starting sales order configuration LN checks for the confirmation of the user. When you start the CPQ Configurator, by default the profile defined in the user profile or Item settings is executed. The authorized user can override the default profile, by selecting a different profile from the list of profiles defined in the CPQ Configurator Profiles (tipcf0120m000) session. You can use either the defaulted, or manually changed profile to start the CPQ configurator.

  4. CPQ Configurator Settings (tipcf0111m000)

    To enable the CPQ configurator settings for the company, item group or the item, select the Configured by CPQ Configurator check box. You can define the Specific Settings such as, Currency, Application URL and Profile. It is very important that the settings defined in LN are in sync with the settings of the CPQ Configurator.

Connect from Infor LN tenant to another tenant or farm

Infor LN Cloud software offers different update policies for each customer tenant. Each tenant uses either a manual update policy or an automatic update policy. For automatic updates, one of these two policies are applicable:

  • Update to the latest version.
  • Update to the latest minus one version.

However, the CPQ software connects to one fixed version.

To ensure that the customers can test the CPQ software combined with the LN software before this software goes to the Production (PRD) tenant, it must be possible to link LN to CPQ of a different tenant. For this, you must specify the Location in the CPQ Configurator Settings (tipcf0111m000) session. You can select for another CPQ tenant (other instance name) or other farm (other URL, other API key, and other instance name). Based on the value specified in the Location field, the Application URL, API Key, Tenant / Instance Name, and Application Name fields in the Connection section must be updated to activate the connection to another CPQ environment.

Note: The Location field can be set in the CPQ Configurator Settings (tipcf0111m000) session, only if the tenant resource variable (based on a support ticket, initiated by the customer) is activated by the Cloud Ops. The customer can request Product Management to use this functionality.

To configure an item using the CPQ Configurator Integration, complete the following steps:

  1. Sales Order Lines (tdsls4101m000)

    Create a sales order line, select the configurable item and confirm the configuration of the product. The CPQ Configurator starts in new web user interface page and the options defined for the model in the configurator are displayed.

    Apart from the sales order lines in the Sales package, the product variant can configured using below sessions:

    • Sales Quotation Lines (tdsls1501m000)
    • Product Variants (tipcf5501m000)
    • Product Variant (tipcf5600m000)
    • Element Budget (Material) (tpptc1510m000)
    • Activity Budget (Material) (tpptc2110m000)
    • Estimate Lines (tpest2100m000).
    • Planned PRP Warehouse Orders (tppss6815m000)

  2. CPQ configurator Web UI

    You can view product features, options, images of options and the final images of models as defined in the CPQ Configurator during and after configuration.

    • You can select the required options to configure the end product. The final price of the item is calculated once you have finished configuration.

    • When you save the data and close the configurator, a product variant is created.

      If the features and options you have selected are not available in LN, they are created after configuration is finished.

      Note that options and features that are selected are created in LN. Options that are crated in CPQ Configurator, but not selected for the item modeled are not integrated.

  3. Product Variants (tipcf5501m000)

    Review the status of the product variant in the CPQ Status field. Review the CPQ Configurator Variant field, the check box must be checked for the variants created using the CPQ configurator.
Note: 

The sales price and quantity is calculated by the CPQ Configurator.

The product variant created in the CPQ Configurator and the features, options, option sets (PCF levels) of the product variant are stored in LN. You can configure, reconfigure, modify or delete the product variant. After the product variant is created, you can continue with the standard sales and manufacturing process if required.