Use SAP Cstic and classes in CPQ

In Zilliant CPQ, synchronized characteristics and classes are created as dynamic attributes and knowledge base classes.

There are two types of dynamic attributes:

• Dynamic Data Attribute (DDA)
• Dynamic Symbolic Attribute (DSA)

If characteristics and classes are synced together with a product and that product has a material classification in the ERP, a classified product is created. All characteristic values are saved as dynamic attribute values of the product inside the knowledge base.

The primary use cases for this synced data are:

• Search classified products with the help of product finder in CPQ.
• Create a product in CPQ.

To view all dynamic attributes in CPQ, follow these steps:

1. Sign in to CPQ.
2. In the left navigation area, select Model.
3. In the top navigation bar, select Attribute Management to open a list of dynamic attributes.
4. Select Classes Management to open a list of classes.

CPQ product finder and variant matching

The product finder finds configurable classified products based on the characteristic/dynamic attribute values.

A product finder product or a configurable product lets you specify attributes to find matching products. The functionality is an extension in the product configuration page. Search results are limited to 50 products. You can specify more attributes to help narrow your search.

This feature uses classified data coming from SAP ERP. When products and their classifications are synchronized from ERP, each material's classification is stored in a Knowledge Base snapshot object in CPQ. For product finder, only the latest Knowledge Base snapshots of the products are considered.

To use this feature, follow these steps:

1. Sign in to CPQ.
2. Go to the detail page of the product you want to check.
3. In the top navigation area of the product screen, select Knowledge Base.
4. Select Snapshot to see the details.

This classification can come from other class types. The following settings are required to set up the product finder feature:

• Data sync
• Adding a product finder to the CPQ Knowledge Base
• Using configurable product from ERP directly

To find a configurable product, follow these steps:

1. Sign in to CPQ.
2. Open a Quote.
3. On the configuration page, select Dynamic Attributes.
4. Select Search to find matching products.

You can add matched products to the quote or replace the existing configurable product with one or more matched products.

Variant matching with characteristic exclusion

In variant matching, you configure CPQ to exclude selected dynamic attributes in the process. You can enable this in a user-defined lookup table.

Lookup table definition

The following table lists the lookup table fields and definitions for the DA_EXCLUSIONS lookup table.

You can consider product ERP ID and plant ERP ID at the sales-item level. Variant matching logic will try to find a matching record from this table. If found, that dynamic attribute is excluded from variant matching logic.

Fields are illustrated and defined as follows:

• DDA1 is excluded irrespective of the product and plant.
• DDA2 is excluded if sales item product ERP ID is 000000000050066218 or sales item plant ERP ID is 1000.
• DSA1 is excluded only if the sales item product ERP ID is 000000000050066220 and sales item plant ERP ID is 100.

You can manually add data for this lookup table or sync the data from ERP. If you sync data from ERP, you must first create a view with CABN and CABN_EXCL tables:

Apply classified product configurations

Applying classified product configurations to configurable products is the inverse of product finder/variant matching.

The configuration of a classified product is set up and applied to configurable products.

To access the feature:

1. Select Actions.
2. Select Apply Configuration.

Next, the product catalog opens and you can select any product. CPQ will try to match the classification of data attributes to one of the configurable products and apply the values.

Data sync for costing and custom usage

CPQ supports the synchronization of any custom data from ERP that can be used in CPQ's internal price engine or other custom script.

To do this, define lookup tables in CPQ and provide details for equivalent lookup tables in SAP ERP. When setup is complete, sychronize the tables.

In CPQ, navigate to Lookup tables where you can create a table or update the details of a table. To learn how to create or edit a lookup table in CPQ, refer to Lookup tables.

In the following lookup table creation image, the ERP ID is the table/view name in ERP.