Configure quantity settings for BOM items

Learn how to:

• Configure quantity settings for bill of material items
• Work with the Quantity Update dialog

Configure quantity settings for BOM items

Configure how Zilliant CPQ calculates the quantity of bill of material (BOM) items on quote sublines and whether users can manually change the BOM items quantity in quotes.

To configure quantity settings for BOM items, follow these steps:

1. From the application left navigation bar, select Products.

2. Select a product to open its settings.

3. On the Product BOM tab, configure how to update the BOM item quantity in quotes:

   • Quantity factor—Define how many times this product is added per unit of measure (UOM) of the parent product in the sales BOM.
   • Quantity changes in relative with parent—Set to YES if the BOM item requires a multiple quantity based on the quantity of the parent product. By default, this setting makes the quantity field on the quote subline read-only, but you can change this by using the Quantity updateable by user switch.
   • Quantity updateable by user—Set to YES to allow users to edit the quantity of the BOM item on the quote subline.
   • Quantity updateable by Script—Set to YES to control the BOM item quantity through the Groovy script or IMC script. To allow users to manually edit the quantity of the BOM item on the quote subline, use the Quantity updateable by user switch. For details, read Update BOM items quantity through the script.

Depending on these settings, Zilliant CPQ may display a dialog to confirm the BOM item quantity updates after a user edits the parent product quantity on a quote line item. For details, read Quantity Update dialog.

Update BOM items quantity through a script

IMCScript

The following example IMCScript is triggered by the After update sales item event. It uses a configured characteristics-based batch quantity and multiplies it by the parent product's quantity.

Groovy script

Groovy script enables you to control whether users can edit the BOM item quantity on a quote subline and whether the BOM item appears in the Quantity Update dialog. Use the following parameters to configure the desired behavior:

• Schema.quantityUpdatableViaScript—When set to true, the BOM item doesn't appear in the Quantity Update dialog.
• Schema.quantityNotUpdatableByUser—When set to true, the BOM item quantity on a subline is not editable.

Use the following table to understand how the parameters affect the behavior of the BOM item.

The following image shows an example Groovy script:

Quantity Update dialog

After a user edits the parent product quantity on a quote line item, Zilliant CPQ can show the Quantity Update dialog to confirm the quantity update for the sublines. The dialog appears in these two cases:

• In the parent product BOM settings, you set the Quantity updateable by user and Quantity changes in relative with parent switches to YES.
• You added sublines manually.

On the Quantity Update dialog, you can accept the proposed quantity for the sublines, keep the current quantity, or manually define the needed quantity. Each update of the subline quantity is recursively applied to the sublines of the next child level.