Setting up SCM Advanced Quoting

Installations are carried out by the Certinia Onboarding team. To install SCM Advanced Quoting, first make sure that the required packages are installed in your org, then contact your Customer Support representative.

Dependencies on Other Certinia Packages

Certinia Help Spring 2023 requires the following Certinia packages to be installed:

  • SCM Winter 2023 or newer

Post-Install Steps

If you have permissions to do so, you can follow the steps described in this section to set up and configure SCM Advanced Quoting. You must be logged in as an administrator or equivalent to perform the steps.

SCM Advanced Quoting Post-Install Steps

Step

Related Help Topic

1 Changing the View Button on the Customer Quotation Object
2 Setting up Page Layouts and Record Types on the Customer Quotation Object
3 Setting up Approval Processes

Optional Setup Tasks

You must be logged in as an administrator or equivalent to perform these optional setup tasks. If you're skipping these optional tasks, you can directly set up the initial data. For more information, see Initial Data Setup

Launch Billing Engine Button

If your organization is to launch the billing engine manually, add the Launch Billing Engine button to the list view in the Service Contracts and Invoicing objects.

Customer Quotation

Make the following changes in the customer quotation object:

  • Add the Customer Quotation tab to the Service Contracts Process application.
  • If your organization uses Certinia SCM Advanced Quoting and uses standard forms for printing a quote, replace the Print button on each of the customer quotation page layouts with the SCMQT__Print button.

Initial Data Setup

If you are using CertiniaSCM Advanced Quoting to quote for service contracts or flexible term service contracts, once you have performed the required post-install steps and optional setup tasks, you must set up the following data:

SCM Advanced Quoting Initial Data Setup Steps

Step

Related Help Topic

1 Creating Service Terms
2 Creating Price Lists
Note: This initial data setup is only required if you are using SCM Advanced Quoting to quote for service contracts or flexible term service contracts.