Prepare and sync product knowledge bases

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Zilliant CPQ retrieves product knowledge bases, known as material classes in SAP ERP, using predefined database views. These views define which records should be synchronized. They also help limit data volume to improve performance.

To synchronize product knowledge bases:

  1. Prepare knowledge bases for sync.

  2. Synchronize knowledge bases.

Prepare knowledge bases 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 knowledge bases 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_CLASSES using the transaction SE11. This view is based on the standard ERP table KLAH.

  2. Include the following fields:

    • MANDT—Client number

    • CLINT—Class (knowledge base) internal number

    • KLART—Class type

    • CLASS—Class name

    • VDATU—Changed-on date

  3. Apply filters to limit the classes (knowledge bases), for example, by class type or creator.

The following image shows a sample Z_ISS_CLASSES database view:

Sample Z_ISS_CLASSES database view

The following images show filter conditions in the Z_ISS_CLASSES database view:

Filtering conditions in Z_ISS_CLASSES database view  Filtering conditions in Z_ISS_CLASSES database view 2

Synchronize knowledge bases

Use one of the following methods to sync knowledge bases:

Synchronize knowledge bases automatically with the product

To synchronize knowledge bases automatically with the product, enable the SettingProductSyncDownloadClassification setting. Then, whenever you synchronize products, CPQ will automatically retrieve their knowledge bases.

Synchronize specific product knowledge bases

To sync a specific material knowledge base or list of knowledge bases:

  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 CLASS.

  6. In the ERP IDs field, enter one or multiple material class (knowledge base) IDs from SAP ERP.

  7. Select Synchronize.