Routing

Zilliant CPQ acts as a collaboration platform for users from cross-functional teams. In many organizations, representatives from sales, design, engineering, and product teams collectively prepare quotes.

CPQ supports this process through the Routing feature. This feature enables users to assign a quote to different functional experts so that they can provide input as required.

Learn more about how to:

• Route open quotes
• Revoke routing
• Enable routing for accepted quotes
• Route accepted quotes
• Enable routed users to edit quotes
• Use Groovy to restrict the routing users list
• Disable fields and actions
• Resend approval and route requests

Route open quotes

By default, the system allows you to route quotes with the Open status only.

1. From the application left navigation area, select Quotes.
2. From the list of quotes, select a quote.
3. From the top navigation panel, select Approvals.
4. Select a quote with the status Open.
5. From the bottom right navigation panel, select Actions > Route. The status of the quote will change to Pending Input Open.

Selected users receive an email with the routed quote for input. Once they introduce the needed changes, they select Actions > Done.

Revoke routing

You can revoke quotes even if routing is not complete. To do this, select a routed quote, then select Actions > Recall.

Enable routing for accepted quotes

To enable routing for a quote with the status Accepted or Open or Accepted, follow these steps:

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Setting String.
3. Select Setting Quote Status For ISS Routing.
4. In Setting Value String, enter the number of the string:
   • 1—Route when the status is open.
   • 2—Route when the status is accepted.
   • 3—Route when the status is either open or accepted.

Route accepted quotes

1. From the application left navigation area, select Quotes.
2. From the list of quotes, select a quote.
3. From the top navigation panel, select Approvals.
4. Select a quote with the status Accepted.
5. From the bottom right navigation panel, select Actions > Route. The status of the quote changes to Pending Input Accepted.

Enable only routed users to edit a quote

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Setting Boolean.
3. Select Enables only routed user can edit the Quote.
4. Set the Setting Value Boolean switch to YES.

Restrict routing users list by using Groovy

Configure custom filters by using the On Quote Routing Groovy extension point. It enables filtering a list of users to show relevant personnel within appropriate functional and regional scope.

Disable fields and actions

In the UI Profile, disable actions, such as Create new version, when a quote is routed for more input.

For more information, read UI Profile.

Resend approval and route requests

Resend approval requests

1. From the application left navigation area, select Quotes.
2. From the list of quotes, select a quote.
3. From the top navigation panel, select Approvals.
4. From the bottom right navigation panel, select Actions > Resend Approval Request. The status of the quote will change to Pending Input Open.

Resend route requests

The Resend Route Request action is available when the quote has the status PendingInputForOpenQuotes or PendingInputForAcceptedQuotes.

1. From the application left navigation area, select Quotes.
2. From the list of quotes, select a quote.
3. From the bottom right navigation panel, select Actions > Resend Route Request.