Zilliant CPQ allows you to map fields from agreements under negotiation to their published versions. This ensures that CPQ correctly transfers any business-specific or custom data when you publish or revise an agreement.
By default, CPQ transfers only the most essential information from the agreement under negotiation, such as the associated account, agreement start and end dates, or pricing policy type for line items. Other default fields and any fields you add manually to the agreement UI are not transferred unless you set up field mapping.
Note
You can map fields based on both standard and custom attributes.
You can map fields at both the agreement’s header level and the agreement’s line item level.
Use field mapping if:
The published agreement lacks default fields from the agreement under negotiation that are important for your business.
You’ve manually added fields to the agreement under negotiation UI and want those values to be available in the published agreement.
Example use case
This example shows a common scenario where field mapping ensures that custom fields are preserved after publication.
Scenario
Your company adds a custom field called Payment Terms Notes to the agreement under negotiation. You also want this information to appear in the published agreement, for example, to support legal or billing workflows.
To achieve this:
Add a custom attribute to the Quote schema used for agreements under negotiation.
Add an equivalent attribute to the Published Agreement schema.
Set up field mapping to link the two attributes.
Once mapped, CPQ will automatically transfer the Payment Terms Notes value when you publish or revise agreements.
Prerequisites
To map fields, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read Role management.
Map fields
From the application left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Move through or search to locate Agreement And Quote Field Mapping and select it from the list.
Select +.
Select the newly added empty row. Go to the Configuration tab and enter or select the following values to define field mapping:
Name—Enter a name for the mapping.
Mapping Type—Select the level of fields to map:
Quote—Fields on the header level.
SalesItem—Fields on the line item level.
Quote Attribute—Select an agreement under negotiation field.
Agreement Attribute—Select a published agreement field to which you want to map the Quote Attribute.
Select Save.