This activity is used to create and maintain the CPQ Configuration. This is done by selecting a record in CPQ list or tab and using Configure command which navigates to the CPQ Configuration. You can configure your product in this page and using Confirm at the bottom you can get the relevant source lines created in the source object with correct sales part, quantity, and with the correct Configuration ID as per the CTO setup. These source line quantities and configurations cannot be changed for each source line individually. Changes are only possible using Change Configuration in CPQ list or tab.
When creating source lines, all validations related to source line creation and configuration creation is executed including sales rules when applicable.
Create, Edit, Replace with Standard Sales Part, and Copy From options for configured customer order lines and sales quotation lines to maintain consistency between the CPQ Configuration and the source lines. Furthermore, changes to Sales Qty, and command Substitute Sales Part are also disabled. Changes should be handled by using Change Configuration command in CPQ section/tab instead of changing individual source lines.
Similar limitations exist when processing the business opportunity lines and sales quotation lines further in terms of Status of the lines. A set of business opportunity lines/sales quotation lines connected to a CPQ Configurator Line must be processed together. Therefore, status changes for CPQ connected business opportunity lines and sales quotation lines are disabled. However, status changes are enabled for the CPQ Configurator Line to execute status changes for all connected source lines.
Above limitations do not apply to customer order lines which are processed beyond Status Planned where CPQ has completely handed over the configurations to the customer order and CTO.
For business opportunity lines created by a CPQ configuration, Create Service Quotation, Create Sales Contract, New Customer Order, New Sales Quotation options are disabled. These options can still be executed from the header level.