How do I configure and manage CPQ SmartPack for Digital Commerce?

Integration URL

Yes

URL for your host system ^{Note 1}

Entity ID

Yes

Data object that contains data elements required to use CPQ SmartPack functionality; for example, in Microsoft Finance and Operations, the entity used is typically SalesQuotationHeaderEntity.

Company

Yes

Company name in your ERP ^{Note 1}

Connection ID

Yes

Host’s connection ID ^{Note 1}

Parent domain

Yes

Suffix for where your CPQ SmartPack portal is hosted. It is used in different scenarios; for example:

• When appended to the integration URL, it is the full URL of your WebShop’s CPQ Quotes listing page.

• When used as part of an API call to open the CPQ Configurator or to save a specific quote.

Listing Page Access

Yes

By default, this is set to “Off”.

Select “On” if you wish all your customers to see the CPQ Quotes menu option in the WebShop Account Dashboard.

Select “Off” if you do not wish all your customers to see the CPQ Quotes menu option in the WebShop Account Dashboard.^{Note 2}

Status Mapping

Yes

Contains a JSON mapping of statuses that are retrieved from the ERP for a particular quote and listed on the CPQ listing screen in WebShop.

The standard JSON mapping is

{
	"modified": "In Review",
	"revised": "In Review",
	"approved": "In Review",
	"submitted": "In Review",
	"sent": "Quote Issued",
	"confirmed": "Confirmed",
	"lost": "Cancelled",
	"cancelled": "Cancelled"
}

The JSON mapping has the following format: {“ERP status”: “Visible status in CPQ Quotes listing screen in WebShop”}.

Update the standard JSON mapping to include your ERP statuses and the statuses you would like your customers to see on the CPQ Quotes listing screen in WebShop.