Quote Transaction Number
Summary:
We have a requirement in our project where the quote transaction number should follow a specific sequence, such as AAA001 to AAA999 and then continue as AAB001, and so on.
We informed the customer that the transaction number generation in CPQ is an Out-if-box feature, and while we can add prefix and suffix based on business requirements, implementing this kind of sequential patter would require custom scripting. Such as custom approach may impact system performance and could also lead to duplicate numbers when multiple users create quotes simultaneously.
However, the customer is quite keen on this requirement sinch this patten currently exists in their legacy system. we are trying to convince the customer to follow CPQ standards to ensure system stability, maintainability and performance.