Quote Table in SAP CPQ

Quote Table

• Quote tables allow you to display information on a quote tab in table format.  

• Quote tables can be used to display purely informative data, which can be displayed on the generated quote document using dedicated tags.  

• They can be used to offer the user choices, selected by clicking a checkbox in one of the row’s cells. 

• For example, a quote table could be used to display purchase history, add cross - sell products to the quote or select among multiple shipping addresses. 

• You may create any number of quote tables.  

• Navigate Setup > Quotes > Quote Tables, to define and edit quote tables.  

  

• The Quote Tables has four tabs: Define Table, Define Columns, Actions, and Translations. 

  

  1. Define Table

     • The Define Table tab allows you to specify the table’s label, in which tab it will appear on, and its rank (used if you have more than one quote table on that tab) whether columns should be searchable, whether table content can be uploaded from Excel, and who can see the table. 

       • Table Label(required) - the label in the default system language that displays above the table on quotes. 

       • Table Name - populates automatically with the table label, but all special characters and spaces are replaced with an underscore. The field is editable until the table is saved. You use the table name when referencing the table in scripts and document templates. 

       • Quote Tab to show this table on - the list of quote tabs for placing the table. In Quote 2.0, you can show the table in multiple tabs.  

       • Table Rank - controls the position of the table on the quote. Quote tables share ranks with quote custom fields (for example, a quote custom field with a rank of 10 is placed before a quote table with a rank of 20 on a quote). 

     • Select Allow Search on Columns to allow users to search quote columns. 

     • To make the table visible to all statuses and groups, opt for Select All Statuses and Select All Permission Groups, respectively. Note that quote tables aren't visible in any quote statuses or to any permission groups when no selection is made in the Permissions pop-up. 

       

  2. Define Columns

     • The Define Columns tab allows the administrator to define columns for the quote table. Each column definition includes a 

       • Label (displayed as the column header): Column Label(required) - the label in the default system language that displays as the column header on quote table. 

       • Column Name: Populates automatically with the column label, but all special characters and spaces are replaced with an underscore. This field is editable until the table is saved. 

       • Column Type:  

         Number 

         Decimal:  

         String 

         Date 

         Money 

         Boolean 

       • Permissions: Based on selected permission groups the column will be editable/hidden. Note that columns in quote tables are in read-only status by default. 

       • Validations rules: 

         1. Validation rules show users that data input is required and that a limit on the data users enter is required. The table shows which validation rules are available for which column types. 

         

         2. To manage validation rules for a column, access Validations when editing the column. After selecting a validation rule and entering the value, you should define the validation message that will display to users if they break the rule. The validation message is required, otherwise you can’t save the columns. 

         

         3. If one or multiple validation rules are broken, the validation of the entire table fails and an informational message display above the table 

         

       • The default permission is read-only. By modifying the permissions, column can be done editable, or hidden. 

       • Order or Rearrangement of columns can be done by using Mange columns and column Groups 

         

  3. Actions 

     • Standard and custom quote table actions allow users to manage rows and cells in Quote Tables. 

     • Add row, Delete row, and Copy row are standard actions available on Quote Tables. On the Administration side, you can activate/deactivate actions. Each of these actions is available if the Active checkbox is selected, and if permissions allow it. 

     • The Pre Script and Post Script buttons provide access to a Script Editor where you can define actions that are executed before and after the standard action, respectively. 

     • The blue flags on Permissions, Pre Script, and Post Script buttons denote that permission groups are selected and/or scripts are defined. 

     • In addition, entirely new custom actions can be defined as scripts. These may also be made Active/Inactive and restricted by permissions. In addition to managing the table and row actions, you can also activate/deactivate the On Cell Changed event on the same page. 

     

     • On Cell Changed: A script can be attached to the cell events, that will be executed after users make a change in a quote table cell. The script will only run if the Active checkbox is selected.