Product Fields Flashcards
Review purpose of product fields in relation to CPQ
Product Name
Standard Field
Product Code
Standard Field
Product Description
Standard Field
Active
Standard field. Product, price book, and price book entry must all be active to display in product selection screen
Product Family
Standard field. You can add your own values to the picklist.
Allocate POT on Orders
Select to base its calculations within
an order on the targets.
Asset Amendment Behavior
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.
Asset Conversion
Indicates how this product is converted to asset.
Options are one per quote line and one per unit.
Batch Quantity
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.
Billing Frequency
Determined how often this product will be invoised. Options are Monthly, Quarterly, Semiannual, and Annual.
Billing Type
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.
Block Pricing Field
Calculates block pricing. Quantity?
Charge Type
Enter the type of product charge. Options include One-Time, Recurring, and Usage.
Component
Mark this product as a component, excluding it from selection in product lookup
Compound Discount (%)
Discount rate is compounded by quantity.
Configuration Event
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.
Configuration Field Set
The API name of the field set that will be used for this Product during configuration.
Option Configuration?
Configuration Fields
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Configuration Form Title
The title of the configuration form is rendered from specified configuration fields.
Configuration Type
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.
Configuration Validator
JavaScript function is used to validate configuration of this product.
Configured Code Pattern
This is the pattern used to generate product code (SKU) for configured products.
Configured Description Pattern
This is the pattern used to generate dynamic product descriptions for configured products.
Cost Editable
Control whether or not cost for this product may be modified on individual quotes.
Cost Schedule
Discount schedule is used as a cost schedule with this product.
Custom Configuration Page
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Custom Configuration
Required
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Customer Community Availability
Select how this product should be available in customer communities.
Only applies when already owned by customer.
Options are Always and Never
Default Pricing Table
Options are Segmented and Standard