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How to Initially Setup Pricing in Oracle Express CPQ (Doc ID 1998875.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

After installing the Pricing Package, assigning the permission sets, and assigning licenses to your users, administrators must make changes to the Quote and Product page layouts and choose which features they want to enable.  

If administrators choose to use the Optional Line Items feature they must update the quote layout.

This document outlines the initial setup of the Pricing Module in Oracle Express CPQ.

Solution

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In this Document
Goal
Solution
 Adding the Optional Quote Line Items List and Manage Line Items Button
 Adding the Product Specific Discount Threshold to the Product Layout
 Adding the Number of Line Items Needing Approval to the Quote Layout
References

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