Setting up Advanced Quoting
Installations are carried out by the Certinia Onboarding team. To install Advanced Quoting, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
Dependencies on Other Certinia Packages
Certinia Help Winter 2024 requires the following Certinia packages to be installed:
- Order and Inventory Management Summer 2023 or newer
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure Advanced Quoting. You must be logged in as an administrator or equivalent to perform the steps.
|
Step |
Related Help Topic |
|---|---|
| 1 | Changing the View Button on the Customer Quotation Object |
| 2 | Setting up Page Layouts and Record Types on the Customer Quotation Object |
| 3 | Setting up Approval Processes |
Optional Setup Tasks
You must be logged in as an administrator or equivalent to perform these optional setup tasks. If you're skipping these optional tasks, you can directly set up the initial data. For more information, see Initial Data Setup
Launch Billing Engine Button
If your organization is to launch the billing engine manually, add the Launch Billing Engine button to the list view in the Service Contracts and Invoicing objects.
Customer Quotation
Make the following changes in the customer quotation object:
- Add the Customer Quotation tab to the Service Contracts Process application.
- If your organization uses Certinia Advanced Quoting and uses standard forms for printing a quote, replace the Print button on each of the customer quotation page layouts with the SCMQT__Print button.
Initial Data Setup
If you are using CertiniaAdvanced Quoting to quote for service contracts or flexible term service contracts, once you have performed the required post-install steps and optional setup tasks, you must set up the following data:
|
Step |
Related Help Topic |
|---|---|
| 1 | Creating Service Terms |
| 2 | Creating Price Lists |
SECTIONS