SAP CPQ Administration Training in Lausanne

  • Learn via: Classroom / Virtual Classroom / Online
  • Duration: 4 Days
  • We can host this training at your preferred location. Contact us!
Upcoming Training

15 August 2021

4 Days

In this SAP CPQ Administration Training in Lausanne, you will gain a comprehensive understanding of SAP CPQ and its functionalities and learn how to set up and administer the solution to best meet your organization’s needs. Through instructor-led demonstrations and hands-on exercises, you will learn how to:

  • configure products and services
  • set up pricing and promotions
  • generate accurate quotes
  • create quality custom proposals
  • perform administration tasks, such as creating users, markets, rules, and workflows

Essential

  • CPQ Foundations eLearning Course

  • System Administrators
  • Program/Project Managers
  • Technology Consultants
  • Application Consultants
  • Functional Consultants

This SAP CPQ Administration Training in Lausanne will prepare you to:

  • Manage CPQ integrations, releases, and environments
  • Navigate the CPQ user interface
  • Set up companies, user types, and users
  • Configure products, attributes, and nesting structures
  • Set up pricing, markets, and promotions
  • Configure product and pricing rules
  • Write basic formulas using Formula Builder and CTX tags
  • Design custom tables and attribute containers
  • Generate quote documents
  • Develop document templates
  • Configure workflows and approvals

Introduction to CPQ

  • Discussing the uses of CPQ
  • Discussing integration capability with CPQ
  • Discussing the benefits of using CPQ

CPQ Overview

  • Explaining the CPQ catalog and its features
  • Configuring products in CPQ
  • Creating quotes
  • Providing customer billing and shipping information
  • Generating documents and sending the quote to the customer
  • Accessing and using the various application parameters

Users and User Types

  • Creating a new company profile
  • Creating a new user type
  • Manually creating a new user
  • Creating new users using the import method

Categories and Simple Products

  • Creating a new category
  • Creating a sub-category
  • Manually adding a new simple product to the product catalog
  • Importing multiple simple products using an Excel spreadsheet

Attributes

  • Describing the purpose and function of an attribute
  • Defining the different attribute components
  • Manually adding and configuring new attributes
  • Importing attributes

Configurable Products

  • Describing a configurable product
  • Manually adding configurable products
  • Adding attributes to configurable products
  • Editing and adding attribute values
  • Configuring product layouts

Markets and Currencies

  • Adding different currencies
  • Converting currencies
  • Defining different markets
  • Using market definitions

Pricing and Pricebooks

  • Inserting and modifying pricing for products and attributes
  • Creating and configuring pricebooks
  • Describing how visibility conditions are related to pricebooks
  • Discussing pricebook hierarchies

Discounts and Multipliers

  • Creating discounts
  • Setting discount priorities
  • Creating multipliers

Special Pricing and Promotions

  • Creating a new discount promotion
  • Creating a free product promotion

Guided Selling

  • Creating a guided search
  • Using guided selling to find products

Formulas and Formula Builder

  • Using Formula Builder and expressions
  • Selecting the appropriate values when building expressions

Configuration Rules and Attribute Dependencies

  • Configuring rules using Formula Builder
  • Creating an attribute dependency rule

Triggers

  • Explaining the purpose of triggers
  • Describing the three types of triggers
  • Adding a trigger

Custom Tables

  • Creating a new custom table by defining table and column names
  • Creating a new table by importing an excel file
  • Adding new columns to an existing table
  • Deleting an existing table
  • Exporting an empty excel file with column names so data records can be added and imported
  • Exporting an entire table
  • Reading through table entries, delete, insert new and modify existing

CTX Tags

  • Creating new approval rules
  • Submitting quotes for approval

Attribute Containers

  • Creating products with attributes containers
  • Defining attributes
  • Defining attribute container columns
  • Testing the attribute container configuration

Product Nesting

  • Creating product nesting using simple products
  • Creating product nesting using configurable products

Quote Elements

  • Creating quote tabs
  • Creating new custom quote fields
  • Choosing custom field permissions and quote item custom fields

Document Templates

  • Creating new document templates and section templates
  • Generating quote documents
  • Creating multi-section templates

Approvals, Workflows, and Notifications

  • Explaining the approval process
  • Adding a new approval rule
  • Defining workflow statuses and actions
  • Modifying workflow permissions
  • Creating and using approval rules
  • Sending notifications

Deploy/Send Changes

  • Understanding the Deploy/Send Changes feature
  • Ensuring the environment connections are properly configured
  • Creating a deployment package


Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our Lausanne facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

15 August 2021
4 Days
Classroom / Virtual Classroom

Lausanne
18 August 2021
4 Days
Classroom / Virtual Classroom

Lausanne
16 September 2021
4 Days
Classroom / Virtual Classroom

Lausanne
25 September 2021
4 Days
Classroom / Virtual Classroom

Lausanne
01 October 2021
4 Days
Classroom / Virtual Classroom

Lausanne
05 October 2021
4 Days
Classroom / Virtual Classroom

Lausanne
18 November 2021
4 Days
Classroom / Virtual Classroom

Lausanne
24 November 2021
4 Days
Classroom / Virtual Classroom

Lausanne