Course announcements

  • In this course, you will gain a comprehensive understanding of SAP CPQ and its functionalities and learn how to set up and administer the solution to best meet your organization’s needs. Through instructor-led demonstrations and hands-on exercises, you will learn how to:
    • configure products and services
    • set up pricing and promotions
    • generate accurate quotes
    • create quality custom proposals
    • perform administration tasks, such as creating users, markets, rules, and workflows

Goals

  • This course will prepare you to:
    • Manage CPQ integrations, releases, and environments
    • Navigate the CPQ user interface
    • Set up companies, user types, and users
    • Configure products, attributes, and nesting structures
    • Set up pricing, markets, and promotions
    • Configure product and pricing rules
    • Write basic formulas using Formula Builder and CTX tags
    • Design custom tables and attribute containers
    • Generate quote documents
    • Develop document templates
    • Configure workflows and approvals

Audience

  • System Administrators
  • Program/Project Managers
  • Technology Consultants
  • Application Consultants
  • Functional Consultants

Prerequisites

Essential

  • CPQ Foundations eLearning Course

Recommended

  • None

Course based on software release

  • SAP CPQ 2018.4

Content

  • Introduction to CPQ
    • Discussing the uses of CPQ
    • Discussing integration capability with CPQ
    • Discussing the benefits of using CPQ
  • CPQ Overview
    • Explaining the CPQ catalog and its features
    • Configuring products in CPQ
    • Creating quotes
    • Providing customer billing and shipping information
    • Generating documents and sending the quote to the customer
    • Accessing and using the various application parameters
  • Users and User Types
    • Creating a new company profile
    • Creating a new user type
    • Manually creating a new user
    • Creating new users using the import method
  • Categories and Simple Products
    • Creating a new category
    • Creating a sub-category
    • Manually adding a new simple product to the product catalog
    • Importing multiple simple products using an Excel spreadsheet
  • Attributes
    • Describing the purpose and function of an attribute
    • Defining the different attribute components
    • Manually adding and configuring new attributes
    • Importing attributes
  • Configurable Products
    • Describing a configurable product
    • Manually adding configurable products
    • Adding attributes to configurable products
    • Editing and adding attribute values
    • Configuring product layouts
  • Markets and Currencies
    • Adding different currencies
    • Converting currencies
    • Defining different markets
    • Using market definitions
  • Pricing and Pricebooks
    • Inserting and modifying pricing for products and attributes
    • Creating and configuring pricebooks
    • Describing how visibility conditions are related to pricebooks
    • Discussing pricebook hierarchies
  • Discounts and Multipliers
    • Creating discounts
    • Setting discount priorities
    • Creating multipliers
  • Special Pricing and Promotions
    • Creating a new discount promotion
    • Creating a free product promotion
  • Guided Selling
    • Creating a guided search
    • Using guided selling to find products
  • Formulas and Formula Builder
    • Using Formula Builder and expressions
    • Selecting the appropriate values when building expressions
  • Configuration Rules and Attribute Dependencies
    • Configuring rules using Formula Builder
    • Creating an attribute dependency rule
  • Triggers
    • Explaining the purpose of triggers
    • Describing the three types of triggers
    • Adding a trigger
  • Custom Tables
    • Creating a new custom table by defining table and column names
    • Creating a new table by importing an excel file
    • Adding new columns to an existing table
    • Deleting an existing table
    • Exporting an empty excel file with column names so data records can be added and imported
    • Exporting an entire table
    • Reading through table entries, delete, insert new and modify existing
  • CTX Tags
    • Creating new approval rules
    • Submitting quotes for approval
  • Attribute Containers
    • Creating products with attributes containers
    • Defining attributes
    • Defining attribute container columns
    • Testing the attribute container configuration
  • Product Nesting
    • Creating product nesting using simple products
    • Creating product nesting using configurable products
  • Quote Elements
    • Creating quote tabs
    • Creating new custom quote fields
    • Choosing custom field permissions and quote item custom fields
  • Document Templates
    • Creating new document templates and section templates
    • Generating quote documents
    • Creating multi-section templates
  • Approvals, Workflows, and Notifications
    • Explaining the approval process
    • Adding a new approval rule
    • Defining workflow statuses and actions
    • Modifying workflow permissions
    • Creating and using approval rules
    • Sending notifications
  • Deploy/Send Changes
    • Understanding the Deploy/Send Changes feature
    • Ensuring the environment connections are properly configured
    • Creating a deployment package

Submit your request

Is the course not scheduled? Or looking for other dates and locations that fit your schedule? Let us know what works for you by clicking the button below and select your preferred location. We will do our best to consider your request.

Note: Location can be for a Virtual Classroom, Public Classroom or Any location (Any Physical location except Virtual Classroom.)

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