Zilliant CPQ retrieves partner functions from the KNVP table in SAP ERP. Synchronization is limited to sales information and sales areas already defined in CPQ. This means that even if a customer (account in CPQ) has multiple sales areas, CPQ imports partner function records only for the sales organizations, distribution channels, and divisions that exist in CPQ.
For example, if SAP ERP assigns a customer to five sales areas, and CPQ defines only two of them, CPQ imports partner functions for those two areas and ignores the rest.
In addition, CPQ only synchronizes partner functions that have valid ERP IDs in the system. This setup lets you control which sales area data and partner functions are imported, so you can tailor the synchronization to your business needs.
Note
CPQ supports synchronization of Account and User partner function types only. Other types, such as Contact, are not supported.
Use partner functions in quotes and agreements
When users create or copy quotes and agreements, CPQ can automatically copy partner functions from the account’s sales area into the new quote or agreement.
To enable this functionality:
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Move through or search to locate Setting Boolean and select it from the list.
Select SettingAddAccountKeyPartnersToQuote.
Set the Setting Value Boolean switch to YES.
Select Save.
Partner selection logic
Partner selection logic defines how CPQ determines which partner functions are applied to quotes and agreements. This ensures that the correct roles, such as bill-to, ship-to, or sales representatives, are consistently and accurately assigned during document creation.
CPQ supports three approaches to partner selection:
Standard logic
When multiple partner functions exist for the same sales area, CPQ uses the following logic to determine the key partner:
The system first looks for the partner function marked as Default.
If no default is found, it selects the record with the lowest position number.
This prioritization ensures consistent and predictable assignment of key partner functions in the quote.
Custom logic
If the standard logic does not meet your business requirements, you can define custom logic using a Post Quote Creation Groovy script. This allows complete control over how CPQ selects or modifies partner function assignments.
Combining standard and custom logic
You can combine the standard implementation with your custom logic by following this sequence:
Standard logic runs first and adds all account partner functions for the matching sales area to the quote or agreement.
Custom logic runs next through a Post Quote Creation script to apply additional defaulting rules.
Note
When combining both approaches, ensure that the quote or agreement doesn’t have duplicate partner function records.