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CPQ Certification > Product Fields > Flashcards

Product Fields Flashcards

Review purpose of product fields in relation to CPQ

1
Q

Product Name

A

Standard Field

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2
Q

Product Code

A

Standard Field

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3
Q

Product Description

A

Standard Field

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4
Q

Active

A

Standard field. Product, price book, and price book entry must all be active to display in product selection screen

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5
Q

Product Family

A

Standard field. You can add your own values to the picklist.

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6
Q

Allocate POT on Orders

A

Select to base its calculations within

an order on the targets.

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7
Q

Asset Amendment Behavior

A

Select a behavior when amending assets representing this product. By default, asset quantities cannot
decrease unless an upgrade is added, and no refund is applied.

Options are Default and Allow Refund.

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8
Q

Asset Conversion

A

Indicates how this product is converted to asset.

Options are one per quote line and one per unit.

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9
Q

Batch Quantity

A

Non-blank value designates this product is sold in batches. Enter quantity in each batch. Quantity entered in quote will be divided by this value and rounded up to the nearest integer.

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10
Q

Billing Frequency

A

Determined how often this product will be invoised. Options are Monthly, Quarterly, Semiannual, and Annual.

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11
Q

Billing Type

A

The billing type defines when the billing occurs. Billing in advance lets you bill your customers for products or services before you provide them; billing in arrears lets you bill your customers after the products or services are provided.

Options are Advance or Arrears.

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12
Q

Block Pricing Field

A

Calculates block pricing. Quantity?

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13
Q

Charge Type

A

Enter the type of product charge. Options include One-Time, Recurring, and Usage.

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14
Q

Component

A

Mark this product as a component, excluding it from selection in product lookup

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15
Q

Compound Discount (%)

A

Discount rate is compounded by quantity.

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16
Q

Configuration Event

A

Use this to control when the configure products screen shows up for this product. Choose “Add” to limit to initial configuration. Choose “Edit” to subsequent configuration.

Options are Always, Add, and Edit.

Controlling field is Configuration Type.

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17
Q

Configuration Field Set

A

The API name of the field set that will be used for this Product during configuration.

Option Configuration?

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18
Q

Configuration Fields

A

Need more info

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19
Q

Configuration Form Title

A

The title of the configuration form is rendered from specified configuration fields.

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20
Q

Configuration Type

A

To set the configuration type of this product, choose “Allowed” if the user is allowed to configure the product/bundle, but not required to; “Disabled” when your bundle automatically selects options; or “Required” if the product/bundle must be configured.

Options are Required, Allowed, and Disabled.

Configuration Event is dependent on this field.

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21
Q

Configuration Validator

A

JavaScript function is used to validate configuration of this product.

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22
Q

Configured Code Pattern

A

This is the pattern used to generate product code (SKU) for configured products.

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23
Q

Configured Description Pattern

A

This is the pattern used to generate dynamic product descriptions for configured products.

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24
Q

Cost Editable

A

Control whether or not cost for this product may be modified on individual quotes.

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25
Q

Cost Schedule

A

Discount schedule is used as a cost schedule with this product.

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26
Q

Custom Configuration Page

A

Need more info

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27
Q

Custom Configuration

Required

A

Need more info

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28
Q

Customer Community Availability

A

Select how this product should be available in customer communities.

Only applies when already owned by customer.

Options are Always and Never

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29
Q

Default Pricing Table

A

Options are Segmented and Standard

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30
Q

Default Quantity

A

Specify the starting quantity of the product when added

31
Q

Lock Description

A

Flag indicates this product’s description is locked (not editable on the quote).

32
Q

Discount Category

A

Specify discount category for this product

33
Q

Discount Schedule

A

Set the discount schedule for use with this product

34
Q

Percent of Total Constraint

A

Use to place constraints on dynamically calculated prices.

List price is minimum/maximum?

35
Q

Exclude from Percent of Total

A

Check to always exclude this product from percent of total calculations.

Normally nonsubscription products are included in percent of total calculations)

36
Q

Exclude from Opportunity

A

Indicates that this product should not be transferred to the opportunity

37
Q

Externally Configurable

A

When checked, this field indicates that configuring this product automatically launches the external configuration URL, defined in Salesforce CPQ settings.

38
Q

Generate Contracted Price

A

This field will generate a contracted price based on the adjusted quote line if flagged.

Options are Price, Discount Schedule and Do Not Generate.

39
Q

Has Configuration Attributes

A

Need Info?

40
Q

Hidden

A

This field excludes this product from appearing on the quote PDF

41
Q

Hide Price in Search Results

A

Select this checkbox to hide this products price in the product search results.

42
Q

Include in Percent of Total

A

Check to always include this product in percent of total calculations. Normally, subscription products are excluded from percent of total calculations.

43
Q

New Quote Group

A

Check to create a “New Quote Group” when this product is added (unless the current group is empty).

44
Q

Non Discountable

A

Marks this product as “non discountable.”

45
Q

Non Partner Discountable

A

Check to make this product nondiscountable for partners.

46
Q

Option Layout

A

This field determines how options are presented to users.

Options are Sections, Tabs, and Wizard.

47
Q

Option Selection Method

A

This field determines how users select options attached to this product. “Click” method presents options with checkboxes next to them. “Add” renders a button which brings up a dialog box with available options.

Options are Click and Add

48
Q

Optional

A

Select if this product is optional by default. Optional products don’t contribute to quote total or get
transferred to the opportunity

49
Q

Price Editable

A

This field indicates this product allows for the price to be freely editable when building a quote.

50
Q

Pricing Method Editable

A

Select if the pricing method can be changed when this product is added to the quote.

51
Q

Pricing Method

A

Select the pricing method that should be applied to this product.

Options are List, Cost, Block, and Percent of Total

52
Q

Product Picture ID

A

ID of document or content record that holds the picture for this product.

53
Q

Quantity Editable

A

Allow or prevent changing the quantity for this product.

54
Q

Quantity Scale

A

The field specifies the number of decimal places used in the quantity field.

55
Q

Disable Reconfiguration

A

When checked, this product can only be configured when first added to a quote. If selected, users will not have access to a configure link on the “Edit Lines” page after the product has been added.

56
Q

Renewal Product

A

Indicate which product replaces this product on renewal. Use this to quote a different SKU when renewing.

57
Q

Sort Order

A

Determine a default sort order of products in the “Product Lookup” page, and therefore the order in which they are added to the quote.

58
Q

Specifications

A

Format specifications for this product for use in quote templates to produce spec sheets.

59
Q

Percent of Total Base

A

Determine whether the percent of total is calculated off “List” or “Net” product prices.

Options are List, Regular, Customer, and Net

60
Q

Percent of Total Category

A

Use this to limit percent of total calculations to certain product categories. For example, software maintenance should only calculate percentage on products with a software maintenance percent of total category.

Options are Hardware and Software, and you can add additional values.

61
Q

Subscription Conversion

A

Indicate how this product is converted to subscriptions.

One per subscribed asset?

62
Q

Percent of Total (%)

A

Percent of nonsubscription total will be used as the price of this subscription.

63
Q

Subscription Pricing

A

Type of pricing to use for this subscription; “None” means this product is not a subscription.

Options are Fixed Price and Percent of Total

64
Q

Percent of Total Target

A

Use this field to override a product that is included in a percent of total calculation. Point this lookup to a product with a list price you would like to use for the current product’s percent of total calculations.

65
Q

Subscription Term

A

Term length of this subscription; this is only applicable if the product is a subscription.

66
Q

Subscription Type

A

Renewable subscriptions will transfer to renewal quotes. One-time subscriptions will not.

67
Q

Tax Code

A

Specify the tax code for taxation rules.

68
Q

Taxable

A

Indicate whether this product is taxable.

69
Q

Term Discount Level

A

Specify subscription term level that should be used in calculating term discount. Leave blank to indicate default. Options are Line, Group, and Quote

70
Q

Term Discount Schedule

A

Schedule for discounts based on subscription term.

71
Q

Upgrade Credit

A

Use to specify credit when quoting upgrades to this product.

72
Q

Upgrade Ratio

A

Identify the conversion rate between this product’s quantity and that of its source product.

73
Q

Upgrade Source

A

Identify the product being upgraded. Populating this field makes this product an upgrade.

74
Q

Upgrade Target

A

Specify the upgraded product. This is only applicable if this product is an upgrade as indicated by the “Upgrade Source” field being populated or having
related “Upgrade Source” records.

CPQ Certification (5 decks)

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