Conga Product Documentation

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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:

ICONLABELDESCRIPTION
Price managementAlways 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 ListsCould 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 MethodsCould 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.
ICONLABELDESCRIPTION
LookupsCould 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 CPQUP-TO-DATE PPSSADV. PRICING ENABLEDPPSS USERPRICE MGT. PRIVILEGESDASHBOARD DISPLAY
YesYesYesYesN/AShow a subset of Price Management icons based on PPSS user's privileges.
YesYesYesNoYesShow only the Price Management icon
UP-TO-DATE CPQUP-TO-DATE PPSSADV. PRICING ENABLEDPPSS USERPRICE MGT. PRIVILEGESDASHBOARD DISPLAY
YesYesYesNoNoNo Price Management icon displayed
YesYesNoN/AN/ANo Price Management icon displayed
YesNoYesN/AYesNo Price Management icon displayed
YesNoYesN/ANoNo Price Management icon displayed
YesNoNoN/AN/ANo Price Management icon displayed
NoN/AN/AN/AN/ANo icons displayed as the feature is not in that version of CPQ.