Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Transaction Quote number based on Business Unit

edited Feb 25, 2021 4:37PM in Configure Price Quote 4 comments

Summary

Quote Number is be generated based on the Business unit and each Business Unit should have a separate sequence number

Content

Hi all

We have multiple Business Units. Lets say, AAA Business Unit, BBB Business Unit and CCC Business Unit.

Based on the Business Unit the CPQ Quote number should get generated. Currently, the Quote Number is generated as CPQ-1234, But I was able to configure it as AAA-1234, BBB-1235, CCC-1236. I was able to change the prefix based on Business Unit. 

But we also want to have the number sequence separately for each Business.

Eg- when AAA creates the quote, the sequence is AAA-1001. For BBB, it is BBB-2001, for CCC, it is CCC-3001.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!