Configuring General Settings
- Go to ADMIN SETUP > Application Settings > Global Settings > General.
- Enter the following details and click Save.
Setting
Description
System Global
Keep Abandoned Carts
Turn this setting on to indicate whether abandoned carts must be kept.
Bypass Shopping Cart
Turn this setting on to bypass the shopping cart. CPQ displays the UpdatePrice and Finalize buttons and hides the Go To Pricing button on the configuration page.
Line Items Per Page
Enter the number of line items to be displayed on the Cart page and Installed Products page. The default value for this field is 10.
Enable Billing
A global setting to turn on billing on CPQ as well as other external billing sources.
Field Precision
Percentage Field Precision
Enter a number to specify decimal places for percentage precision.
Currency Field Precision
Enter a number to specify decimal places for currency precision.
Quantity Field Precision
Enter a number to specify decimal places for quantity precision.
Fractional Quantity is not supported during asset based Change:Quantity and Change:Split operation. If any positive or negative fractional quantity like 1.34 or 0.55 is specified in this field, then during the Change:Quantity and Change:Split operation an error message is displayed. "Fractional number on Quantity is not supported, please enter whole number"
Term Field Precision
Enter a number to specify decimal places for selling term precision.
Finalization and Approvals
Auto Finalize On Cart Approval
Turn this setting on to indicate whether the cart is auto finalized. CPQ automatically finalizes the cart when approved and ready for finalization.
Auto Sync On Cart Approval
Turn this setting on to indicate whether the cart is auto synchronized. CPQ automatically synchronizes the cart when approved and ready for finalization.
Enable New Preview and Submit Page in Cart
Turn this setting on to enable the new Preview and Submit page as part of the cart approval process. When enabled, the Submit for Approvals button on the cart redirects you to the Preview & Submit page on the Advantage Platform. The redirection behavior depends on where the quote was created:
- If the quote is created on the Advantage Platform, submitting the cart redirects you to the quote details page on the Platform.
- If the quote is created in Salesforce, submitting the cart redirects you to the Salesforce quote details page.
In both cases, canceling the preview returns you to the appropriate cart page.
Note: To enable this behavior, contact your Conga representative.Auto Sync With Opportunity
Turn this setting on to automatically sync the primary quote with the opportunity when the cart is finalized.
Rebates
Restrict Criteria-Field Dropdown Options
This setting controls which LineItem fields are displayed in the Criteria-Field dropdown. When one or more fields are selected here, only those appear in the dropdown. If no fields are selected, all available LineItem fields are shown by default.
Restrict Benefit-Metric Value Source Dropdown Options
This setting controls which Line Item fields are displayed in the Benefit-Metric Value Source dropdown. When one or more fields are selected here, only those appear in the dropdown. If no fields are selected, all available Line Item fields are shown by default. Only numeric Line Item fields can be used for Metric Value Source.
Show Fetch Rebate Programs
Enables you to view all global rebate programs and either associate an existing program or clone it before associating to Quote or Agreement.