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Configuring Admin Settings
Admin Settings are system properties that have different values and you can use them for different purposes. You must configure admin settings to meet the business objectives of your implementation along with Custom Settings.
To create admin settings
- Click
and click Admin. All the standard Admin Settings are displayed on the Admin home page. Based on your organizations' requirements, you can add or create new Admin settings.
- To create a new Admin Setting, click New.
- Enter Name, Value, and Code for the Admin Setting and click Save. Your new Admin Setting is saved and added.
Admin Settings in CPQ
The following content provides information about various admin Settings available in CPQ along with their values and purposes.
APTS_AsyncMergeCall
You can use this setting to enable asynchronous document generation for large templates. A notice is displayed when the Sales rep performs the document generation after a number of seconds/milliseconds determined by the property APTS_MergeCallTimeOut or Merge Time Callout Millis Comply System Property , and permits the Sales rep to perform other operations while the document generates in the background.
Name | APTS_AsyncMergeCall |
---|---|
Value |
|
Code | Leave the field blank |
APTS_AsyncMergeEmail
You can use this setting to send a notification email to the Sales rep initiating the asynchronous document generation after generation is complete.
Conga recommends to enable both APTS_AsyncMergeCall and APTS_AsyncMergeEmail.
Name | APTS_AsyncMergeEmail |
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Value |
|
Code | Leave the field blank |
APTS_DefaultEmailContactName
You can use this setting to define the default email contact name.
Name | APTS_DefaultEmailContactName |
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Value | Enter Symantec Admin, To define System Administrator as a Default Email Contact Name. |
Code | Leave the field blank |
APTS_DisableCartActivityHistory
You can use this setting to disable the generation of activity history product configuration. When enabled, CPQ does not add entries to the Activity History related list, when you create, finalize, or reconfigure a product configuration.
Name | APTS_DisableCartActivityHistory |
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Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_DisableCartAsyncNotification
You can use the Admin Setting APTS_DisableCartAsyncNotification to turn off the email notifications you receive after completion of any async operation such as cart finalization and pricing in every type of quote or agreement. In the Split quote or agreement, the notification for cart splitting is also disabled along with finalization and pricing. If you enabled the Progress Tracker on the quote or agreement page to monitor the progress of all the async operations, email notifications are redundant and you can use this feature to avoid them.
Name | APTS_DisableCartAsyncNotification |
---|---|
Value | true |
Code | Leave the field blank |
APTS_DisableConstraintRulesOnFinalize
You can use this setting to disable the execution of server-side constraint rules to optimize performance upon cart finalization.
This feature is not supported with the Replacement type Constraint Rule.
Name | APTS_DisableConstraintRulesOnFinalize |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_DisableCumulativeQuantityAcrossCart
You can use this setting to disable CPQ from applying the cumulative range matrix on multiple line items of the same product.
Name | APTS_DisableCumulativeQuantityAcrossCart |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_DisablePLITimeZoneAdj
You can disable the time zone adjustment on the Effective Date and Expiration Date fields in the Price List Item. By default, the time on the Effective Date and Expiration Date fields is adjusted based on the Time Zone of the Locale in the org. If you disable the adjustment, CPQ does not change the time you manually configured in the Effective Date and Expiration Date fields. Refer to Adding Additional Details to a Price List Item for information about the Price List Item fields.
Name | APTS_DisablePLITimeZoneAdj |
---|---|
Value | The following are the valid values:
|
Code | Leave the field blank |
APTS_DisableRolldownOptimization
You can use this setting to optimize the system behavior while using custom logic in the methods invoked in the Roll Down mode.
Name | APTS_DisableRolldownOptimization |
---|---|
Value | The following are the valid values:
|
Code | Leave the field blank |
APTS_EnableBlockingCallsOnServiceCatalog
Use this admin setting to display a spinner on the Service Catalog upon the click of the Add to Cart or Update buttons. When this admin setting is set to true, CPQ displays the spinner to ensure that the creation of related line items is completed for standalone products before you navigate away to a different page or click another button.
When this admin setting is set to false, if you quickly navigate away from the Service Catalog after clicking Add to Cart, CPQ does not create related line items for standalone products.
Name | APTS_EnableBlockingCallsOnServiceCatalog |
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Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_EnableInstallBaseFilteringAcrossAccounts
You can use this setting along with Asset Line Item Callback to display assets from multiple accounts, which are related to an opportunity, on the Installed Products page. For more information to configure the callback, see Displaying Assets from Multiple Accounts on the Installed Products Page.
Name | APTS_EnableInstallBaseFilteringAcrossAccounts |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_EnableMultiBenefitItems
You can use this setting to control the ability of the Sales rep to apply promotions to multiple line items of the benefit product (Y). By default, this setting is disabled and CPQ applies the promotion only to the first line item of the benefit product (Y). When you enable this setting, CPQ applies the promotion to all line items of the benefit product (Y).
Name | APTS_EnableMultiBenefitItems |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_ExcludeOptionalProducts
You can use this setting to exclude options, bundle, and sub-bundle that are marked optional from the min/max criteria of the option group. When the Sales rep marks options or bundles as optional using the Is Optional checkbox, they are not considered in the Min Options, Max Options, Min Total Quantity, and Max Total Quantity criteria.
Name | APTS_ExcludeOptionalProducts |
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Value | Enter true to enable the exclusion. |
Code | Leave the field blank |
APTS_IncentivePricingBatchSize
You can use this setting to process the promotions in batches for a cart with a large number of line items. The batch processing is only supported for Buy X Get X and Buy X Get Y promotions with Auto Apply? enabled. You can use this feature for both regular and async pricing.
Name | APTS_IncentivePricingBatchSize |
---|---|
Value | Enter the number of line items to be processed in a batch. You must define the batch size based on the complexity of the cart and the number of incentives applied on the line items. |
Code | Leave the field blank |
APTS_LargeDocSObjects
You can use this setting to define objects as Large Objects for document generation. You can also define a batch size for each of these objects. By default, CPQ considers Proposal Line Item and Agreement Line Item as Large Objects for document generation.
Name | APTS_LargeDocSObjects |
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Value | Leave the field blank |
Code | Use the format Auto Applied <Object_API_name=<Batch Size>> to defined the objects. You can add more objects separated by a new line. Decide the batch size based on the complexity of the cart and template. For example, Apttus_QPConfig__ProposalLocation__c=5 QTC_Proposal_Related_Line_Item_c=1000 |
APTS_LoadProductRelatedAttributesOnly
You can use this setting to enable the optimized retrieval of attributes on the cart page. When this setting is enabled, CPQ only retrieves the attributes in the cart that are associated with the product added to the cart. By default, all the attributes from Product Attribute Value, Product Attribute Value Ext, Product Attribute Value Ext 2, Product Attribute Value Ext 3, and custom Product Attribute Value Ext objects are loaded on the Cart page.
Name | APTS_LoadProductRelatedAttributesOnly |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_MergeCallTimeout
You can use this setting to display a timeout message whenever document generation exceeds 60 seconds.
Name | APTS_MergeCallTimeout |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_MS_EnableNameSort
You can use this setting to specify whether the related list should be sorted by the name field in the generated document. When enabled the related lists will be printed in the merge documents in the order of the name field of the related list.
Name | APTS_MS_EnableNameSort |
---|---|
Value | Enter one of the following valid values:
|
Code | N/A |
APTS_NoISOCurrencyFieldObjects
You can use this setting to add support for custom object generation for objects that do not have a CurrencyIsoCode field (e.g., "EventRelation," "Task," "TaskRelation"). Separate Object names using a comma or new line. The setting is only applicable to templates in multi-currency org.
Name | APTS_NoISOCurrencyFieldObjects |
---|---|
Value | XML |
Code | <Object API name> |
APTS_NoNameFieldObjects
You can use this setting to add support for custom object generation for Objects that do not have a Name field. (e.g., "EventRelation," "Task," "TaskRelation") Separate Object names using a comma or new line.
Name | APTS_NoNameFieldObjects |
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Value | XML |
Code | <Object API name> |
APTS_Password
You can use this setting to create a password for protecting Microsoft Word agreements that are generated by the application. It also allows the application to password protect generated Microsoft Word documents.
Name | APTS_Password |
---|---|
Value | <password> |
Code | Leave the field blank. |
APTS_PricingServiceUrl
You must use this setting to set the Turbo Engines URLs. For more information, see Setting Up the TurboPricing Endpoint URLs.
APTS_PriceListItemCustomFields
You use this setting to auto-retrieve the custom fields in the onPriceItemSet() method in the Pricing Callback Class. For more information on Pricing Callback methods, see Pricing Callback Class.
Name | APTS_PriceListItemCustomFields |
---|---|
Value | Leave the field blank. |
Code | Enter the API names of the custom field of the Price List Item separated by a comma or on a new line. |
APTS_ProposalConfig
You can use this setting to enable pdf security on the generated Quote/ Proposal document. Before defining this setting you must configure Enable PDF Security and PDF Owner Password.
Name | APTS_ProposalConfig |
---|---|
Value | Enter the value XML. |
Code | Enter the following code:
CODE
|
You can also use this setting to define the line and option sequence.
Name | APTS_ProposalConfig |
---|---|
Value | Enter the value XML. |
Code | Enter the following code:
CODE
|
APTS_RollUpOptionNetAdjustment
You can use this setting to display the adjustments on options at the bundle and summary totals level.
Name | APTS_RollUpOptionNetAdjustment |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_SortDocumentsDesc
You can use this admin setting to sort the documents generated on the Doc Gen page, in descending order of the creation date by defining it as true. If this setting is not configured or set to false, the documents are sorted in ascending order of creation date, by default.
Name | APTS_SortDocumentsDesc |
---|---|
Value | Enter one of the following valid values:
|
Code | Leave the field blank |
APTS_UpdateViewProductClasses
You can use this setting to execute the Category Maintenance batch job for the changes you make modifications to existing records instead of executing the batch job on the entire category definition.
Name | APTS_UpdateViewProductClasses |
---|---|
Value | Leave the field blank |
Code | Enter the Product Classification records of the newly added products. These records are created after you associate products to the category. |
APTS_UpdateViewApiBatchSize
You can use this setting to specify the batch size for the Category Maintenance batch job when the job is executed using the exposed global Apex method CPQWebService.updateHierarchyViews(). You must specify a batch size value only when you notice limit exceptions in batch jobs because of complex categories with a lot of hierarchy levels. In such cases, you must decrease the batch size to execute the batch jobs successfully.
Name | APTS_UpdateViewApiBatchSize |
---|---|
Value | Enter a value between 1 and 2000. The default batch size for the Category Maintenance batch job set in this global method is 2000. |
Code | Leave the field blank |