Create quote attributes

A quote attribute, also known as KBTriggerRelation, represents an attribute that can be a part of the knowledge base but is not visible to users on the product configuration page. The primary purpose of a quote attribute is to enable the configuration engine to retrieve certain values within a quote. The quote attribute (or KBTriggerRelation) allows the configuration engine to understand the domain values of an attribute and determine how to locate the value at runtime within a quote.

This attribute is typically used as a conditional attribute in range restriction rules or in BOM explosion rules.

A quote attribute (KBTriggerRelation) has three primary properties:

• onType—URI of the business type. Supported values:

  • http://www.inmindcloud.com/application/schema.owl#SalesOrg
  • http://www.inmindcloud.com/application/schema.owl#ProductStatus

• onAttribute—One of the following values:

  • http://www.inmindcloud.com/application/schema.owl#objectName
  • http://www.inmindcloud.com/application/schema.owl#objectERPId
  • http://www.inmindcloud.com/application/schema.owl#objectExternalId

• searchExpression—Determines the way to search the value inside the quote at runtime. Must be a single expression starting with Quote() or SalesItem(). For example:

  • SalesItem().isProduct.hasProductStatus.objectName[0]
  • Quote().hasSalesOrg.objectERPId[0]

Use one of the following methods to create a quote attribute (KBTriggerRelation):

• User interface
• Knowledge base Excel spreadsheet

Create a quote attribute from the UI

1. From the application left navigation area, select Administration.

2. From the top navigation bar, select Master Data Management.

3. Scroll or search to locate KB Trigger Relation and select it from the list.

4. Select to add a quote attribute (KBTriggerRelation).

5. On the New KB Trigger Relation dialog:

   • Name—Enter a name for the attribute.
   • Search Expression—Select the field to open the search expressions dialog. Select the needed search expression.

6. Select Create.

Create a quote attribute from a knowledge base Excel spreadsheet

1. Download a product knowledge base.
2. In the downloaded spreadsheet, on the QUOTE_ATTRIBUTE sheet, define quote attributes.
3. In Zilliant CPQ, select and then select a file to upload. When uploaded, the system checks the file for errors. If it finds errors, you will see an error message. Check and correct errors, and then upload the file again.
4. Confirm the upload.