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    Export Quote to C4C

    Support
    • Updated

    Exporting the quote back to C4C can be done for the following cases

    • If the quote is created in DSP from an account which was imported from C4C. This quote is called external quote.
    • If the quote is created in C4C and imported to DSP. This quote is called internal quote.

    Based on the exportability of quote depending on the external id of account associated with the quote, the export button to C4C will be shown. There are some settings that you can use to control the behavior of the export process.

     

    In addition to the setting, a product can be marked not to export to CRM system by the following business data attribute of Product’s attributes. Example use case will be to set those products created during the BOM explosion not to export to C4C.

    • productExportToCRM

    There are mainly two scenarios that DSP can export pricing information.

    • Exporting the quote with Cost Estimate Information
    • Exporting the quote with List Price Information

     

    Exporting Attachments

    The attachments will be exported to C4C immediately after the attachment was added in CPQ. This helps keep the system state in correct order and is more performant as well.

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    Exporting Proposal PDF in Background

    The proposal PDF will be exported in the background if the quote in C4C can able to do so. It means the proposal PDF will be exported only when the quote in CPQ is OPEN/COMPLETED/APPROVED. Once the quote was accepted or rejected, the proposal PDF is not exported to C4C (as the user case does not exist).

     

     

    Exceptions during Exporting Quote to C4C

    Associated Account Not Found in C4C

    • Notification
      • Export Failed: Quote does not have an external account.
    • MX
      • The MX happened when the account assigned to the quote does not have an external ID assigned.
    • Solution
      • Check the account of the quote if it is allowed to synchronize with the external system.

    Quote without Base Currency

    • Notification
      • Export failed: The base currency code not found.
    • MX
      • The MX happened when the quote does not have base currency.
    • Solution
      • Check the base currency of the quote is properly assigned.

    Base Currency Not Supported in C4C

    • Notification
      • Export failed: The base currency code not supported in C4C.
    • MX
      • The MX happened when the currency assigned to the quote is not supported in C4C.
    • Solution
      • Check the currency codes between the two systems are mapped correctly.

     

     

    Warnings during Exporting Quote to C4C

    Product Not Found in C4C

    • Notification
      • Product: XXX[###], is not available in target system.
    • MX
      • This MX happened when the quote contained products having an ECC ID but which are not found in C4C.
    • Solution
      • Please check with the admin to maintain the same products model in two systems.

    Product without ECC ID

    • Notification
      • Product: [XXX], does not have ECC ID maintained.
    • MX
      • This MX happened when the quote contained products without ECC ID assigned inside the MX.
    • Solution
      • Please check with the admin to maintain the ECC ID of the products in MX.

    Buyer ID Not Found in MX

    • Notification
      • The buyer ID is not found. Remark: It is the Quote ID in MX which is used as External Quote ID in C4C.
    • MX
      • This MX happens when MX failed to generate the Quote ID during the quote creation.
    • Solution
      • Please consult with admin to check why quote id was not generated

    Buyer Party Not Found in MX

    • Notification
      • Buyer Party is not found.
    • MX
      • This MX happens when MX failed to set the buyer party using the account id of the quote.
    • Solution
      • Please consult with the admin to check why it was failed to set the buyer party.

     Employee Responsible Party Not Found in MX

    • Notification
      • Employee responsible party not found.
    • MX
      • This MX happens when the current user does not have external id which is used to set the responsible party of exported quote.
    • Solution
      • Please ask admin to assign the external id in MX by using the employee id of responsible party in C4C.

    Exporting New Quote to C4C

    • Notification
      • External Quote ID is not found.
    • MX
      • This MX warns that the quote exported to C4C does not exist in C4C.

    Product Not Found in C4C

    • Notification
      • The product associated with the quote is not present in the C4C system.
    • MX
      • This MX happened when the quote contained products which are not found in C4C
    • Solution
      • Please check with the admin to maintain the same products model in two systems.

     

    Currency Decimal Places

    In DSP scenario with Quote to Quote integration, the DSP will not export the sales item discount but will export the modified Unit Price based on Total Price and Quantity. While re-calculating unit price of Sales Item, DSP will use the decimal places defined for each currency according to the target currency of quote.

     

     

     

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