Load Existing Quotes - Master Guide PUBLIC Document Version: SAP CPQ User Guide SAP SE or an SA

Once a quote has been created, you can view and perform actions in it on the Load Quote page.

You can access the Load Quote page by clicking the Load Existing Project/Quotation button on the Home page.

The page contains quotes segmented into three tabs, which can be accessed via a dropdown in the upper-left corner of the page. The tabs are: My Quotes, Waiting for Approval, and Other Quotes.

● My Quotes contains all quotes you’ve created or the quotes that were reassigned to the logged user.

● If the logged user is also the approval parent for other users, then quotes that have been submitted to the user for approval are displayed in Waiting for Approval.

● Quotes displayed in Other Quotes are other users’ quotes that can be seen.

There’s a Quote Number column in all tabs, which contains unique numbers of all listed quotes. If you click on one of those numbers, you’re redirected to the quote. If you don’t have editing permissions, however, after you click on a quote number, a message displays and lets you know that you can’t edit the quote.

In Quote 1.0, you can set the default tab by changing it to the one you wish to make default and clicking the Save Filters button. This tab is displayed each time you log in. The system remembers the tab that has been visited during each logon session. So, if you go to a different tab other than your default one, visit another page, and return to the load quote page, this tab is displayed. Once you log out or close browser window, current session is erased and default tab is displayed.



Note

You can’t edit different quotes in separate browser tabs at the same time. Only one quote can be currently active in the browser, and that is always the last opened quote. The previously opened quote changes into the currently active quote as soon as the page is refreshed, and edits made on that quote can’t be saved.

When in quote, for the columns Part Number and Product Name, entry is displayed as link if there’s an Edit Item action available for this entry. When you click on this link, the Edit Item action is executed (SAP CPQ behaves in the same way as if Edit action has been executed). You’re redirected to product configuration page (applies to all product types: configurable, system, collection, or parent/child system).

Filtering Quotes

You can filter or search quotes on each tab by clicking the Filter button above the list of quotes. This action brings up the filter panel where user can filter quotes by status, date created, or other fields, such as quote number, total amount, discount amount, and so on. You can also define how many quotes are displayed per page on the load quote page through the filter panel.

It’s important to know that when entering dates for Date Modified and the date range user must follow the date format that is defined on the User Page. If not, an error is shown.

To set a filter to be active each time user visits the load quote page, click the Set as my default filter box. The system does remember filter for each logon session, but once user is logged out or browser window is closed, session is erased and default is active. Choosing the Set as my default filter box ensures that this filter is active

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each time user logs in. Note that filters are carried through all the tabs. Because some quotes can be filtered out, you have the option to change the filter when you switch tabs.

Recently Visited Objects [page 15]

SAP CPQ displays the list of recently visited items in the widget on the left side of the screen. In this widget, users can see products, categories, quotes they have recently visited and documents they have recently created.

Custom Load Quote XSLT Transformation - Managing Quote Link [page 16]

If you’re using the custom load quote XSLT transformation, you need to replace certain parts of custom transformation in order to enable the functionality for managing the Quote link through administration.

Custom Load Quote XSLT Transformation - Managing Revision Column [page 17]

If you’re using the custom load quote XSLT transformation, you need to replace certain parts of custom transformation in order to enable the functionality for managing the Revision column through

administration.

Quote Management [page 19]

Quote management from the Load Quote page can be performed in three main ways: performing actions, changing the status, and making revisions. Quote management can also be performed from the Revisions screen.

Related Information

Column Headings

4.1 Recently Visited Objects

The Recent Items part of the widget has 20 items displayed in it by default. Whether or not Recent Items is displayed to users, is controlled with the application parameter Display List Of Recent Items To Users (found in

Setup General General Parameters ). The default value for all tenants is TRUE.

Items are dynamically added to the widget. The user can see all items stored in the Recent Items cache (if they wish to) by going far back enough.

When a user clicks on the quote in the Recent widget, they’re redirected to this quote (Edit action is executed).

If the user doesn’t have Edit action available anymore on the quote, the message You currently don't have permissions to view this quote. If you have any question please contact your system administrator. is displayed.

User remains in the same page from where they tried to enter this quote.

When a user clicks on the product found in the widget, SAP CPQ redirects user to the product configuration page. When a simple product is found in the Recent Items widget and user clicks on it, a pop-up with View Details page is displayed to the user. On this page, the button Add to quote is displayed instead of checkboxes Add to quote and Add to compare. If product doesn’t exist anymore in the system (or is no longer visible) to

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user, message You currently don't have permissions to view this product. If you have any question please contact your system administrator. is displayed in pop-up error message window.

When a user clicks on the category in the Recent widget, SAP CPQ will redirect user to this category (in the same way as if user manually found it). If the category doesn’t exist anymore in the system (or is no longer visible) to user, the message This category is no longer accessible to you. displays.

When a user clicks on link for generated document, it’s downloaded to user’s browser and user remains on the current page. Users are able to download documents to tablet devices. If document doesn’t exist anymore in the system, the message This document doesn’t exist in the system anymore is displayed in a pop-up error message window and user remains in the same page from where they tried to download the document.

Improvements to Recent Items

The following application parameters are added to SAP CPQ Setup General Application Parameters (under Display Recent Items to Users):

● Display products in Recent Items (Default value: TRUE)

● Display categories in Recent Items (Default value: TRUE)

● Display generated documents in Recent Items (Default value: TRUE)

● Display quotes in Recent Items (Default value: TRUE)

4.2 Custom Load Quote XSLT Transformation - Managing Quote Link

In order to show Quote link in custom existing quotes transformation replace the following part of code:

<xsl:template match="/LoadQuote">

<xsl:variable name="sort_by">

With this one:

<xsl:template match="/LoadQuote">

<a href="" onclick="closePermissionMessage(); return false;">close</a>

</div>

</div>

<xsl:text disable-output-escaping="yes">&nbsp;</xsl:text>

</div>

<xsl:variable name="sort_by">

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Replace following part of code inside <xsl:for-each select=”./Column”> node if it contains ScParam inside:

<xsl:otherwise>

<![CDATA[ ]]><xsl:value-of disable-output-escaping="yes" select="." />

</xsl:otherwise>

<xsl:attribute name="onclick">

openPermissionMessage(<xsl:value-of disable-output-escaping="yes"

select="." />, <xsl:value-of disable-output-escaping="yes" select="$ownerId" />,

<xsl:value-of disable-output-escaping="yes" select="$cartId" />); return false;

</xsl:attribute>

<![CDATA[ ]]><xsl:value-of disable-output-escaping="yes" select="." />

</a>

</xsl:when>

<xsl:otherwise>

<![CDATA[ ]]><xsl:value-of disable-output-escaping="yes" select="." />

</xsl:otherwise>

</xsl:choose>

</xsl:otherwise>

4.3 Custom Load Quote XSLT Transformation - Managing Revision Column

If you’re using the custom load quote XSLT transformation, you need to replace certain parts of custom transformation in order to enable the functionality for managing the Revision column through administration.

Remove the following part of code:

<xsl:if test="not(/LoadQuote/IsBackdoor = '1') and /LoadQuote/SelectMode != 1">

<th>{{xsltRevLQ}}.</th>

</xsl:for-each>

With this one:

<xsl:for-each select="./Header/Column">

<th>

<tr>

<xsl:choose>

<xsl:when test="contains(current()/@ColumnName, 'REVISION')">

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<xsl:if test="not(/LoadQuote/IsBackdoor = '1') and /LoadQuote/SelectMode !

= 1">

</xsl:if>

<xsl:if test="/LoadQuote/SelectMode = 1">

</xsl:if>

<xsl:if test="not(/LoadQuote/IsBackdoor = '1') and /LoadQuote/SelectMode != 1">

<a>

<xsl:attribute name="href">Revisions.aspx?cr=1&o=<xsl:value-of select="@OwnerIdCrypted"/>&c=<xsl:value-of select="@CartIdCrypted"/></

xsl:attribute>

<xsl:value-of select="@ActiveRev" disable-output-escaping="yes"/>

</a>

</td>

</xsl:if>

Replace the following part of code inside the <xsl:for-each select=”./Column”> node if there’s the ScParam part in it:

<xsl:otherwise>

<![CDATA[ ]]><xsl:value-of disable-output-escaping="yes" select="." />

</xsl:otherwise>

With this one:

<xsl:otherwise>

<xsl:choose>

<xsl:when test="contains(current()/@ColumnName, 'revision')">

<xsl:if test="not(/LoadQuote/IsBackdoor = '1') and /LoadQuote/SelectMode !=

1">

<a>

<xsl:attribute name="href">Revisions.aspx?cr=1&o=<xsl:value-of

select="../@OwnerIdCrypted"/>&c=<xsl:value-of select="../@CartIdCrypted"/></

xsl:attribute>

<xsl:value-of select="../@ActiveRev" disable-output-escaping="yes"/>

</a>

</xsl:if>

</xsl:when>

<xsl:otherwise>

<![CDATA[ ]]><xsl:value-of disable-output-escaping="yes" select="." />

</xsl:otherwise>

4.4 Quote Management

Performing Quote Actions

Quote actions range from reassignment to editing or creating a copy. You can easily see the list of actions available in a quote by clicking the dropdown box (found in the Actions column).

Selecting an action from the dropdown box activates it. For some actions, an alert box is displayed asking confirmation for the action.

Changing the Status

Quotes go through a workflow, or a lifecycle, in the system through changing the quote status. The current status of the quote is displayed in square brackets in the Change Status column. Quotes can be pushed through the workflow automatically or manually. Performing actions can put the quote into a different status.

You can manually change the status by selecting a status from the dropdown in the Change Status column.

Quote Revisions

Revisions can be created and maintained from the Revisions screen. This screen can be accessed by clicking the link in the Revision column. Visibility of revision column can be controlled in Setup Quote Column Headings (for changing custom existing quotes transformation in order to support this functionality view Custom Load Quote XSLT Transformation - Managing Revision Column [page 17]). From Revisions you can create new revisions, compare revisions, name and describe revisions, or perform actions on the quote.

Each quote revision is stacked on top of the previous one. The currently active revision is highlighted in blue. All other versions are gray.

To add a name or description to a quote or revision, you can type it in the fields provided and then click Save Revision Name/Description. Adding a name or description can help in keeping additional information about the quote. The Actions column contains the actions available for the current quote. In addition to the actions listed in the dropdown box on the Load Quote page, actions specific to revisions can also be found. These actions are New Revision and Set Active.

To create a new revision, you can choose the New Revision action from the dropdown box in the Actions column. The new revision is gray, indicating that it isn't currently active. To make it active, Set Active has to be selected from the dropdown box in the Actions column. On selection, the revision is highlighted in blue. In addition, this revision’s information is displayed on the Load Quote page, along with its revision number in the Rev. column.

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Comparing Revisions

When there are multiple revisions for a quote, it’s often hard to determine which information is different among them. An easy way to determine the differences in the revisions is through the Compare operation. Comparing revisions is done by checking revisions in the Compare column and clicking the Compare button.

The Compare operation displays quote information for each revision selected on the Revisions screen. The quote information includes the customer information, anything entered for the quote information such as custom fields, and any key attribute values that the administrator sets up. You can see what has been changed among the revisions by reviewing this information side by side.

Encrypted and Unencrypted OwnerId and CartId

Both encrypted and unencrypted OwnerId and CartId are supported when opening a quote in view mode.

By default, when clicking View Quote from the existing quotes page, a URL containing encrypted OwnerId and CartId opens. In this case, you can open a quote in view mode if you have the permission to execute the View Quote action, as defined in Workflow.

When unencrypted, only the quote owner can open a quote in view mode. If any user other than the quote owner tries to open the quote in view mode, an error message displays. The same applies to users who have the permission to execute the View Quote action, as defined in Workflow.

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