Prepare and sync accounts

Zilliant CPQ retrieves accounts, known as customers in SAP ERP, using predefined database views. These views define which records to synchronize. They also help limit data volume to improve performance.

To synchronize accounts:

1. Complete prerequisites.

2. Prepare accounts for sync.

3. Synchronize accounts.

Prerequisites

Before syncing accounts, ensure the following master data is defined in CPQ with ERP IDs:

• Currency

• Language

• Country

• Country region

• Sales organization

• Distribution channel

• Division

• Sales office

• International Commercial Terms (Incoterms)

• Payment terms

• Partner functions

Prepare accounts for sync

Note

Since this procedure is performed in SAP, not in CPQ, the following steps offer only a high-level overview. For detailed instructions, read the official SAP ERP documentation.

To prepare accounts for synchronization, create a database view in SAP ERP. This view filters data before you synchronize it to CPQ. Note that database filters might return duplicate records, since SAP ERP views do not support DISTINCT. CPQ deletes duplicates during synchronization.

To create a database view:

1. In SAP ERP, create a database view named Z_ISS_CUSTOMER using the transaction SE11. This view is based on the standard ERP tables KNA1 and KNVV.

2. Include fields based on the data you want to sync:

   • If you do not want to sync the account sales area data from the view, add MANDT and KUNNR fields.

   • If you want to sync the account sales area data from the view, add MANDT, KUNNR, VKORG, VTWEG, and SPART fields. For details, read Prepare and sync account sales area data.

3. Apply filters to limit the dataset, for example, by a customer group or sales organization.

The following images show a sample Z_ISS_CUSTOMER database view:

Synchronize accounts

Use one of the following methods to sync accounts:

• Synchronize specific accounts

• Synchronize all accounts

• Synchronize accounts in the background

• Schedule account synchronization

Synchronize specific accounts

To sync a specific product or list of products:

1. Sign in to Zilliant CPQ with your administrator credentials.

2. From the left navigation area, select System Processes.

3. From the top navigation bar, select ERP Synchronization.

4. Above the list of synchronizations, select .

5. From the Type dropdown list, select ACCOUNT.

6. In the ERP IDs field, enter one or multiple account (customer) IDs from SAP ERP.

7. Select Synchronize.

Synchronize all accounts

To run a full account sync, use one of the following procedures:

• From the System Processes screen

• From the Administration screen

From the System Processes screen

1. Sign in to Zilliant CPQ with your administrator credentials.

2. From the left navigation area, select System Processes.

3. From the top navigation bar, select ERP Synchronization.

4. Above the list of synchronizations, select .

5. On the ERP Data Synchronization Options dialog, set the Accounts switch to YES.

6. (Optional.) Enable switches for other account data you want to sync.

7. From the bottom buttons bar, select Synchronize.

From the Administration screen

1. Sign in to Zilliant CPQ with your administrator credentials.

2. From the left navigation area, select Administration.

3. From the top navigation bar, select Data Management.

4. In the ERP Data Synchronization section, set the Accounts switch to YES.

5. (Optional.) Enable switches for other account data you want to sync.

6. From the bottom buttons bar, select Synchronize.

Synchronize accounts in the background

Follow the steps in Synchronize all accounts. Then:

• If you’re syncing accounts from the System Processes screen, at Step 5, also set the Run in background switch to YES.

• If you’re syncing accounts from the Administration screen, at Step 4, also set the Run in background switch to YES.

Schedule account synchronization

You can schedule recurring account syncs using a system task:

1. Sign in to Zilliant CPQ with your administrator credentials.

2. From the left navigation area, select System Processes.

3. From the top navigation bar, select System Tasks.

4. Select + to create a new system task, then enter a name for the task and select Create.

5. Select the newly added row. On the Overview tab, enter or select values to configure a system task:

   • Name—Change the name of the system task if needed.

   • CRON Expression—Specify when to run the task using a CRON expression. For details, read Cron Expression Generator & Explainer .

   • Task Resource—Select Account Sync Job.

   • Set the Active switch to YES to activate this system task.

6. From the bottom button bar, select Save.

Note

Incremental sync is not available for accounts because there is no reliable way to determine the last change date. As a result, running an account sync job may consume additional system resources, depending on the number of ERP customers being synchronized.