The Service CPQ feature caters to customer requirements related to services for assets (equipment purchased from Conga). A Sales Representative associates a service product with an asset. You can perform the following configurations to set up Service CPQ:
Create service products by selecting Product Type as Service. For more information, see Creating Products.
Create constraint rules to display relevant services on the Service Catalog for a selected asset. Service products and assets are associated based on the eligibility rules, which is the framework for service eligibility at large. The eligibility rules, which are client-side constraint rules, play a vital role in guiding the association between a service product and an asset. For example, when the user selects a specific asset, you want CPQ to hide some services on the Service Catalog. In the eligibility constraint rule criteria, you must define the Exclusion type constraint rule. The constraint rule action intent is scoped to other service products under a product family or product group to make them ineligible (block them) when the rule is triggered. For more information, see Creating Constraint Rule Conditions and Creating Constraint Rule Actions.
The Relate button on the Installed Products page is displayed by default. You can change the label and alignment of the Relate button from Display Action Settings >Display Type = Installed Products for your flow name.
Configure the Submenu Actions setting to display the Relate Component drop-down option on the Relate button. For more information, see Configuring Installed Products Settings.
Create a price dimension for Service CPQ and use that price dimension in the required price matrix. For more information, see Creating Price Matrices and Dimensions.
Define the Service Price Distribution Method setting to define the mode used for service pricing, at Setup> Develop> Custom Setting > Config System Properties. For more information, see Configuring Custom Settings.
Define the Service Line Split Criteria setting to allow users to clone a service with some or all related line items using in the Service Cart, at Setup> Develop> Custom Setting > Config System Properties. For more information, see Defining Service Line Split Criteria.
Configure the Show Service Coverage setting to display service coverage for a primary service, at Setup> Develop> Custom Setting > Installed Product Settings. For more information, see Configuring Custom Settings.
Configure the columns to be displayed on the Related Purchases tab on the Installed Products page, using Display Column Settings > Display Type = Related Purchases for your flow name. For more information, see Configuring Display Column Settings.
Configure the Related Line Item Fields setting in Field Set Settings to display the required fields on the Related Line Items pop-up. For more information, see Configuring Field Set Settings.
Configure the Asset Line Fields For Selected Assets setting in Field Set Settings to display the required fields on the Selected Assets pop-up. For more information, see Configuring Field Set Settings.
It is mandatory to display the Quantity field on the Selected Assets pop-up for CPQ to calculate the correct number of assets selected on the Installed Products page.
Configure how CPQ should display service product attributes on the Configuration page, while creating product attribute groups. For more information, see Creating Product Attribute Groups.
