How to make changes to Quotes & Orders (CPQ) subtab in the Accounts page in SUI? (Doc ID 2279158.1)

Last updated on APRIL 28, 2023

Applies to:

Goal

On : 11.1.11.1.0 version, Accounts, Contacts, Households

Quotes@Orders - Account Page

Customer requirement:
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Customer wants to make some changes in the Quotes & Orders (CPQ) page in the Accounts object in OSC.
1- Remove some fields (columns) from the grid and add others. These other fields are available in the transaction detail in CPQ.
2- The "Show" field has two values: "Open Transactions" and "All Transactions". By default there is "Open Transactions":
a. They want to change the default for "All transactions"
b. They want to add other drop-down options. For example: "Transactions with open status", "Transactions with pending status", etc., etc.

Customer question:
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How to make changes to Quotes & Orders (CPQ) subtab in the Accounts page in SUI?
 

Solution

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