ICI for SAP CPQ - Revision history

IDT-1 at 10:14, 13 January 2023

2023-01-13T10:14:12Z

IDT-1 at 10:07, 13 January 2023

2023-01-13T10:07:16Z

IDT-1 at 10:03, 13 January 2023

2023-01-13T10:03:09Z

IDT-1 at 09:58, 13 January 2023

2023-01-13T09:58:43Z

IDT-1 at 09:56, 13 January 2023

2023-01-13T09:56:44Z

IDT-1 at 09:55, 13 January 2023

2023-01-13T09:55:14Z

IDT-1 at 09:54, 13 January 2023

2023-01-13T09:54:52Z

IDT-1 at 09:48, 13 January 2023

2023-01-13T09:48:59Z

IDT-1 at 09:43, 13 January 2023

2023-01-13T09:43:12Z

IDT-1 at 09:29, 13 January 2023

2023-01-13T09:29:57Z

@@ Line 74: / Line 74: @@
 #Send the contract for review and approval.<br/> To know more about the approval process in ICI, see&nbsp;[https://iciwikiapac.icertis.com/ICIHelp8.1/index.php?title=Send_the_Contract_Type_for_Approval Send the contract type for approval.&nbsp;]
 #Once the contract is approved, initiate external and internal signatures.<br/> Post signatures, the contract status is '''Executed'''.
 === Place Order ===
-#To place the order, on the '''Quotation'''&nbsp;tab, click the ellipsis icon >&nbsp;'''Place Order'''.<br/> This can be automated if auto-ordering is configured for the integration in ICI. The system invokes the&nbsp;'''Place Order'''&nbsp;action as soon as the contract is executed.
+Place order action leverages SAP CPQ and SAP&nbsp;S/4HANA integration to send quote details to SAP S/4HANA for order placement.
-#Place order action changes quote status to&nbsp;'''Order Confirmation Pending'''.
-#Place order action leverages SAP CPQ and SAP&nbsp;S/4HANA integration to send quote details to SAP S/4HANA for order placement.
+From SAP S/4HANA, Solution Quote ID is updated back on SAP CPQ Quote as Sales Order ID.
-#From SAP S/4HANA, Solution Quote ID is updated back on SAP CPQ Quote as Sales Order ID.
-#On successful order, the quote status gets updated to&nbsp;'''Order Placed'''&nbsp;through SAP CPQ – SAP S/4HANA integration.
+*To place the order, on the&nbsp;'''Quotation'''&nbsp;tab, click the ellipsis icon >&nbsp;'''Place Order'''.
-#On order failure, the quote status gets updated to&nbsp;'''Order Failed'''&nbsp;through SAP CPQ - SAP S/4HANA integration.
 &nbsp;

@@ Line 64: / Line 64: @@
 #Enter&nbsp;'''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the&nbsp;'''Contract Link'''&nbsp;and&nbsp;'''Contract Number'''&nbsp;fields are read-only and don't contain any values.
 #Once the commercials of the quote are finalized, change the status to&nbsp;'''Ready for Contracting'''.<br/> ICI checks for quotes in&nbsp;'''Ready for Contracting'''&nbsp;status and picks them for contract creation through seamless integration.<br/> When the quote&nbsp;is picked for contracting, the status changes to&nbsp;'''Contract Created'''.<br/> On the&nbsp;'''Additional Info'''&nbsp;tab, the contract link and contract number are now available.
 === Execute Contract ===
@@ Line 69: / Line 70: @@
 #Use the contact link on the&nbsp;'''Additional Info'''&nbsp;tab and navigate to the contract in ICI.<br/> The contract is in&nbsp;'''Draft'''&nbsp;status.
 #Click on the&nbsp;'''Details'''&nbsp;tab in the left pane to see that the attribute values from the quote have been populated.
-#Click the&nbsp;'''Associations'''&nbsp;tab in the left pane to see the line items from the quote and their details.
+#Click the&nbsp;'''Associations'''&nbsp;tab in the left pane to see the line items from the quote and their details.<br/> To know how to create an association, see&nbsp;[https://iciwikiapac.icertis.com/ICIHelp8.1/index.php?title=Associations#Creating_associations_on_create.2Fedit_wizard_of_agreement Creating Associations.]
 #To preview the contract, Click&nbsp;'''Download > Assemble Contract'''&nbsp;and click the two-pane icon.<br/> This allows for a side-by-side comparison between the assembled contract and the details in the '''Default Agreement Dashboard'''. Attributes populated in the contract are highlighted.
-#You can send the contract for review and approval.
+#Send the contract for review and approval.<br/> To know more about the approval process in ICI, see&nbsp;[https://iciwikiapac.icertis.com/ICIHelp8.1/index.php?title=Send_the_Contract_Type_for_Approval Send the contract type for approval.&nbsp;]
 #Once the contract is approved, initiate external and internal signatures.<br/> Post signatures, the contract status is '''Executed'''.
 === Place Order ===

@@ Line 57: / Line 57: @@
 #Execute contract
 #Place order
 === Create contract ===
 #Create a quote and add products.<br/> To know how to create a quote, see [https://help.sap.com/docs/SAP_CPQ/551616e85ad64739835aa69241222f53/12df2dee87b046ba8e585571cab4d231.html Quote Creation].
-#Enter&nbsp;'''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the '''Contract Link''' and '''Contract Number''' fields are empty.
+#Enter&nbsp;'''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the&nbsp;'''Contract Link'''&nbsp;and&nbsp;'''Contract Number'''&nbsp;fields are read-only and don't contain any values.
-#Once the commercials of the quote are finalized, change the status to&nbsp;'''Ready for Contracting'''.<br/> When the quote is picked for contracting, the status changes to '''Contract Created'''.<br/> On the&nbsp;'''Additional Info'''&nbsp;tab, the contract link and contract number are now available.
+#Once the commercials of the quote are finalized, change the status to&nbsp;'''Ready for Contracting'''.<br/> ICI checks for quotes in&nbsp;'''Ready for Contracting'''&nbsp;status and picks them for contract creation through seamless integration.<br/> When the quote&nbsp;is picked for contracting, the status changes to&nbsp;'''Contract Created'''.<br/> On the&nbsp;'''Additional Info'''&nbsp;tab, the contract link and contract number are now available.
 === Execute Contract ===

@@ Line 42: / Line 42: @@
 After integrating ICI with SAP CPQ, you can create contracts for Quotes created in SAP CPQ. Once the contract is executed in ICI, you can either place the order for the related Quote manually or configure auto-ordering for it.
 === Prerequisites ===
 <ul style="list-style-type:circle;">
-<li>Ensure that Customer (Business Partner) Master data present in ICI are in sync with Customer Master.</li>
+<li>Ensure that Customer (Business Partner) Master data present in ICI are in sync with Customer Master</li>
-<li>Ensure that Product Master data present in ICI are in sync with Product Master.</li>
+<li>Ensure that Product Master data present in ICI are in sync with Product Master</li>
 </ul>
@@ Line 55: / Line 56: @@
 #Create contract
 #Execute contract
 #Place order
 === Create contract ===

@@ Line 1: / Line 1: @@
@@ Line 5: / Line 6: @@
 = ICI for SAP CPQ and S/4HANA (Sell side) Adapter =
 == Overview ==
@@ Line 18: / Line 13: @@
 SAP CPQ provides a rich customer experience by empowering sales teams and partners to easily offer complex product configurations, optimized pricing, and great-looking proposals.
-[[File:ICI-CPQ functional diagram.png]]
+[[File:ICI-CPQ functional diagram.png|RTENOTITLE]]
 The Lead-to-Cash process starts with generating leads, capturing the prospect, creating an opportunity, and assigning the appropriate stage. A preapproved NDA can be shared with the customer for signature, leveraging digital signature applications such as AdobeSign or DocuSign. Once the quote is reviewed with the client and approved internally a contract can be created automatically in ICI. Relevant data from customer accounts and quotes are utilized to create the contract.
@@ Line 32: / Line 27: @@
 '''Note:'''&nbsp;The ICI for SAP CPQ and SAP S/4HANA (Sell side) Adapter is supported with ICI version 8.2.
 == Benefits ==
@@ Line 41: / Line 37: @@
 *Reduce errors by ensuring data consistency<br/> Consistent data across systems&nbsp;ensure accuracy, which in turn reduces rework and improves customer satisfaction.
 *Reduced time for data sync<br/> Seamlessly sync data from SAP S/4HANA into ICI quickly with real-time sync or at the desired frequency by setting periodic incremental sync.
 *Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.
-−
-−
-−
-&nbsp;
 == Creating Contracts from Quotes&nbsp;&nbsp; ==

← Older revision		Revision as of 09:55, 13 January 2023
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−	==   ==	+
		+

	== Creating Contracts from Quotes   ==		== Creating Contracts from Quotes   ==

@@ Line 43: / Line 43: @@
 *Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.
-=== SAP CPQ Side ===
+== &nbsp; ==
-−
-ICI for SAP CPQ and S/4HANA Lead to Cash Adapter integrates with SAP CPQ by leveraging SAP&nbsp;CPQ Quote 2.0 REST APIs. Before calling SAP CPQ REST endpoints, the below-mentioned prerequisites must be satisfied:
-−
-*An SAP CPQ Quote 2.0 tenant with its URL is shared with the ICI team.
-*Create an integration user account in SAP CPQ and add the user to the&nbsp;'''Sales'''&nbsp;user group. This user will be used to authenticate all the REST API calls.
-*SAP CPQ configuration is completed as mentioned in the ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter configuration guide.
-*SAP CPQ allows ICI Client to consume their APIs.
-−
-=== ICI Side ===
-−
-*Create ICI entities&nbsp;&nbsp;
-*Map attributes for ICI entities (Client App Cross Reference and Client App Entity Mapping) &nbsp;
-*Create filters in the Client App Filter Condition&nbsp;&nbsp;
-*Store SAP CPQ API connection information in the Azure Key Vault   &nbsp;
-*Import the required SAP CPQ contracts master data to ICI&nbsp;
-*Provision SAP CPQ contracts users in ICI&nbsp;
-*Configure the ICI environment with master data contract types for the following entities and required attributes.
-**Customer
-**Product<br/> Customer and Product master data is either synced through master data integration or is set up in ICI.
 == Creating Contracts from Quotes&nbsp;&nbsp; ==

@@ Line 31: / Line 31: @@
 '''Note:'''&nbsp;The ICI for SAP CPQ and SAP S/4HANA (Sell side) Adapter is supported with ICI version 8.2.
 == Benefits ==
 *Reduce the lead-to-cash cycle time<br/> Seamlessly integrate customer and pricing data from SAP CPQ into ICI to quickly and accurately create contracts that reference the agreed pricing terms, promotions, incentives, and rebates when building sales contracts.
-*Easily discover, monitor & mitigate contract risk<br/> Discover risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact on operational, financial, and reputational risk, contributing significantly to the company's bottom line.
+*Easily discover, monitor, and&nbsp;mitigate contract risk<br/> Discover risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact on operational, financial, and reputational risk, contributing significantly to the company's bottom line.
 *Collaborate on contracts seamlessly among all parties<br/> Reduce rework and improve customer satisfaction with accurate redlining, versioning, and approval workflows, reducing risk exposure for your company. Enable secure communication with suppliers, customers, and partners.
 *Gain deeper insights into sales and contracts<br/> Manage agreements across multiple departments to gain deeper insights and align supplier and customer terms with AI-supported search, digitization, and negotiation.
-*Reduce errors by ensuring data consistency<br/> Consistent data across systems&nbsp;ensures accuracy, which in turn reduces rework and improves customer satisfaction.
+*Reduce errors by ensuring data consistency<br/> Consistent data across systems&nbsp;ensure accuracy, which in turn reduces rework and improves customer satisfaction.
 *Reduced time for data sync<br/> Seamlessly sync data from SAP S/4HANA into ICI quickly with real-time sync or at the desired frequency by setting periodic incremental sync.
 *Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.
 == Prerequisites ==