Configuring Application Management Settings
This section describes how you can configure Application Management settings.
The Application Management Settings allows you to configure and enable pages on the CPQ Admin console to easily configure different settings of the CPQ application from one single URL.
- Launch from new Admin UI: Settings can simply be modified by navigating to a new section in the New CPQ Admin user interface, allowing a logical grouping of the settings.
- Logical grouping of settings: By default, all settings related to pricing will be grouped together and items related to the Configuration Engine are grouped together.
- Admin configurable settings: You can also create your own group settings for customer specific settings that are not part of the standard CPQ settings.
Navigate to Admin Console and from the drop-down list, click Application Management. Click LoadDefaults to bring the custom settings for the default flow in the Application Management.
Using the Load Defaults functionality on the application management will auto-create the system settings and you must go with this approach.
You must execute Custom Settings Maintenance Job after you update any Custom Settings. The changes you make are only effective if you execute the maintenance job. Otherwise, all the computations are processed with stale values. Refer to the Running Maintenance job topic.
You can use the link given next to the Save and Cancel button on every setting page.
Favorites Settings under Application Management lets you manage the favorite product related settings including the default image, the columns in the favorite dialog, and enabling or disabling the favorite settings using the slider. When you disable this setting, the Save as Favorite option is not displayed in the cart. For more information on the configuration part, refer to Configuring Favorite Settings.
Lookup Field Settings under Application Management lets you manage the name of the record, an object of the lookup field, field name of lookup field, display columns, and filter criteria. For more information on the configuration part, refer to Configuring Lookup Field Settings.
For Quote, Product, and Favorites objects, you can define “Object summary” fields, which are shown when the user clicks on the link on the catalog such as Product Name or Favorites name. For more information on the configuration part, refer to Configuring Object Summary Settings.
Disabled values are displayed with a dark gray background. CPQ does not allow you to access such values.
Note that the user with only System Administrator profile can access the Application Management functionality. If you log in through any other user, you will see this error message: You do not have the level of access necessary to access the Application Management feature. Contact the administrator if access is necessary.
The Lookup Field tab available at CPQ Admin > Application Management > Developer tab is not functional with the current release.
