Apttus CPQ provides the Search Products feature on the Installed Products Asset Grid page only and lets you search by option as well.
You can search the install base with a full or partial search on the option name and then you get all the bundles with that particular option including nested bundle options. You can apply other filters on the install base in addition to the search based on the option name. If the product catalog does not have bundles with that option, it presents a message that bundles with that option could not be found in the install base. Option-based search works in accordance with existing features such as Asset Source, Account Hierarchy, and Pagination. If the install base has more than 20,000 records, you must apply a filter on the install base to see the relevant records. The filter can be a global filter or an advanced search filter.
If there are more than 20,000 search results for a specified set of filters, it is recommended to try and narrow down the search further. Else only the first 20,000 records are displayed on the Install base. However, the current pagination brings back only 2000 records.
In this global search, you can specify a keyword, option, option name, or partial name in order to search assets. Based on the following values from global search, CPQ determines what asset lines associated with a product need to be searched:
- Product Name
- Product Family
- Product Code
- Product Description
- Configuration Type
On top of global search, you can narrow down your search using Account Hierarchy and Filter By functions.
The Filter By function provides Basic Search and Advanced Search to further filter your search. The Advanced Search allows you to define your own query to select asset line items. It uses only the Asset Line Item fields for the definition of the query. CPQ does not support searching records based on related objects such as attributes at this time. The Advanced Search filters global search results if there are any criteria applied on the global search. If there is no global search applied, the Advanced Search directly works on asset line items and retrieves the first 20,000 records. However, the current pagination brings back only 2000 records.
For example, the install base has 100,000 bundles (as counted by the bundle primary line). A global search is applied, which retrieves 45,000 bundles out of which only 20,000 bundles (as counted by the bundle primary line) are displayed on the Installed Products page. An advanced search can then be applied on this subset to bring the search results further down to 20,000 bundles or less. Alternately, you can directly apply an advanced search on the original set of 100,000 bundles. If that search retrieves under 20,000 records, all results are displayed on the Installed Products page. If that search retrieves 45,000 records, only the first 20,000 records are displayed and you must modify the search further to see all intended records.
Because only 2000 records are currently displayed on the Installed Products, it is recommended that additional targeted filters be applied to find the desired asset.
When you clear the search criteria from a secondary or tertiary level search, it does not impact the search criteria of higher level search. For example, clearing the search criteria of Filter By fields does not reset the search criteria of Account Hierarchy.
Sorting Product Items Per Page
By default you can sort the product items per page for 10, 25, 50, 100, 200 records. In addition, you can set the custom value in the Config User Preferences page.
This feature works in association with Search functionality in order to display search records per page.