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Transaction Quote number based on Business Unit

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


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


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.

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