As an administrator, you can run the following maintenance jobs.

JobDefinition
Category Maintenance

This job creates a de-normalized view for the Categories with related products.

Criteria Maintenance

  • Update Pricing Fields
  • Update Expression Fields
  • Update Constraint Fields

These jobs optimize the query time by creating indexes for the fields that are referred to in the criteria or expressions.

Bundle MaintenanceThis job synchronizes all the bundles and options.

You must execute an appropriate maintenance job after applying structural changes to the definition of categories, products, or criteria to ensure that the Sales rep does not see stale definition in CPQ application. A stale definition may cause errors in the console or application.

Pre-requisite

  • Go to Setup > Administration Setup > Email Administration > Deliverability. In the Access to Send Email section, ensure that the Access Level is set to All Email.
  • Define Update View Product Batch Size and Update View Category Batch Size in Config System Properties.

To run a Category Maintenance job

  1. On App Menu, click Apttus CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. Click the more icon () on the top-right corner and select Category Maintenance. The Category Maintenance window is displayed.
  3. From the Hierarchy drop-down, select a particular hierarchy or All and click Update View. After the maintenance job is 100% complete, the Status column under Batch Jobs changes to Completed. 
  4. Close the Category Maintenance window.

This executes an asynchronous batch job that maintains the hierarchy. After you click Update View, the administration task is complete and an updated history for all the batch jobs is displayed.

To use Manual Incremental Update for Category Views

After making changes to the existing category definition you can run the Category Maintenance batch job only for changes rather than running for the entire definition. For example, if your category has 10 products and you added 5 more, you can run the Category Maintenance batch job only for the 5 additional products. To execute the Category Maintenance batch job for the changes, you must define an Admin Property that is used by Apttus CPQ to isolate the changes in the category.

Follow the steps below to add an Admin Entry.

  1. Click the All tabs icon () and click Admin.
  2. Click New to create a new Admin entry.
  3. In the Name field, enter APTS_UpdateViewProductClasses. Leave the fields Value and Code blank.
  4. Click Save.

Now, if you change the category definition, the Code field in the Admin property is populated with the Product Classification records of the newly added products. These records are created after you associate products to the category. When you execute the Category Maintenance batch job, the maintenance batch job is only executed for the changes and not the entire definition. In case, you want to execute a maintenance batch job for the entire definition, clear the Code field in the Admin Entry and then execute the Category Maintenance batch Job.

You must run the Category Maintenance batch job after every CPQ version upgrade.

To run a Criteria Maintenance job

  1. On App Menu, click Apttus CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. Click the more icon () on the top-right corner and select Criteria Maintenance. The Criteria Maintenance window is displayed.
  3. Click one of the following buttons.
    • Update Pricing Fields: Use this command to update all Pricing Criteria fields.
    • Update Expression Fields: Use this command to update all Expression Criteria fields.
    • Update Constraint Fields: Use this command to update all Constraint Criteria fields.
    After the maintenance job is 100% complete, the Status column under Batch Jobs changes to Completed.
  4. Close the Criteria Maintenance window.

To run a Bundle Maintenance Job

  1. Click All Tabs icon() and click Bundle Maintenance.
  2. From Product Name, select the name of the parent bundle, whose sub-bundles have been changed.
  3. Do one or more of the following:
    • To update the selected bundle, click Update In Batch Mode.
    • To update all the bundles in the list, click Update All.
    • To update basic bundles with a limited number of options, click Update in Fast Mode.

      Run Bundle Maintenance in Batch Mode instead of Fast Mode if the bundle has a large number of options and sub-bundles. Bundle Maintenance in Fast mode can only be used for a limited number of options and sub-bundles. If that limit is exceeded an error is displayed.

    The system displays a confirmation message indicating that the process completed successfully.

The asynchronous task that maintains the product bundle structure is executed.

To run maintenance of view record for individual bundles

  1. Navigate to the CPQ Console tab and click Manage Products.
  2. Select an existing bundle to which you want to add or remove a bundle or an option.
  3. Click Product Console.
  4. From the Catalog section, click Manage Bundles/Options.
  5. After making changes to the product association, click Update View.

The view record of the selected bundle is updated.