Advanced pricing management in CPQ Designer
Depending on the level of fulfillment of the steps described in the previous chapters, and on the privileges the current user has both in PPSS and CPQ, zero to three PPSS menus can be accessed from the CPQ Designer Dashboard:
| ICON | LABEL | DESCRIPTION |
|---|---|---|
| Price management | Always accessible alone in the dashboard. It can’t be combined with the three other icons below. It gives an access to the login page of Price Optimizer. See the below matrix to figure out when it is displayed in the Dashboard. | |
| Price Lists | Could be displayed alone or combined either with one or both the Pricing Methods or Lookups icons. It gives an access to the Price Lists menu of Price Optimizer. See the below matrix to figure out when it is displayed in the Dashboard. | |
| Pricing Methods | Could be displayed alone or combined either with one or both the Price Lists or Lookups icons. It gives an access to the Pricing Methods menu of Price Optimizer. See the below matrix to figure out when it is displayed in the Dashboard. |
| ICON | LABEL | DESCRIPTION |
|---|---|---|
| Lookups | Could be displayed alone or combined either with one or both the Pricing Methods or Price Lists icons. It gives an access to the Lookups menu of Price Optimizer. See the below matrix to figure out when it is displayed in the Dashboard. |
The conditions ruling the accessibility of these menus from the Dashboard are listed in the matrix below.
These conditions can be defined as follows:
- Up-to-date CPQ: is CPQ V11.7+?
- Up-to-date PPSS: is PPSS in V3.44+?
- Advanced Pricing Enabled: Are all the setup steps described above fulfilled?
- PPSS User: is the CPQ Designer user known in PPSS?
- Price Management Privileges: does the CPQ Designer usage has Price Management privileges?
| UP-TO-DATE CPQ | UP-TO-DATE PPSS | ADV. PRICING ENABLED | PPSS USER | PRICE MGT. PRIVILEGES | DASHBOARD DISPLAY |
|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | N/A | Show a subset of Price Management icons based on PPSS user's privileges. |
| Yes | Yes | Yes | No | Yes | Show only the Price Management icon |
| UP-TO-DATE CPQ | UP-TO-DATE PPSS | ADV. PRICING ENABLED | PPSS USER | PRICE MGT. PRIVILEGES | DASHBOARD DISPLAY |
|---|---|---|---|---|---|
| Yes | Yes | Yes | No | No | No Price Management icon displayed |
| Yes | Yes | No | N/A | N/A | No Price Management icon displayed |
| Yes | No | Yes | N/A | Yes | No Price Management icon displayed |
| Yes | No | Yes | N/A | No | No Price Management icon displayed |
| Yes | No | No | N/A | N/A | No Price Management icon displayed |
| No | N/A | N/A | N/A | N/A | No icons displayed as the feature is not in that version of CPQ. |
