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EncartaLabs

Apttus CPQ

( Duration: 5 Days )

Apttus CPQ training course is designed according to the latest features of Apttus to help you acquire in-depth knowledge on capabilities through deploying, managing, and optimizing Apttus CPQ. We also enable you to gain knowledge on concepts of Apttus CPQ custom pricing, advanced product selection in salesforce, Apttus CPQ CLM, X-author template administration, etc.

By attending Apttus CPQ workshop, delegates will learn to:

  • Understand Apttus core CPQ capabilities
  • Navigate and administer out-of-the-box features of Apttus CPQ.
  • Leverage Apttus CLM at every stage of the contract lifecycle
  • Manage agreement, record, field and layout type.
  • Set up and maintain users.
  • Create cycle time reports.
  • Use advanced features like dynamic document assembly, agreement wizards and conditionality.
  • Demonstrate a sample implementation.
  • Navigate the full functionality of Apttus X-Author for Contracts.

  • Having knowledge on basics of Contract Lifecycle Management is an added advantage.
This Apttus CPQ class is intended for:
  • Sales Representatives
  • Consultants
  • Apttus CPQ specialists

COURSE AGENDA

1

CPQ Administration Tabs And Capabilities

  • Introduction to Quote to Cash
  • Introduction to Apttus, CPQ Background & Overview
  • Standard functional flow
  • Key Apttus CPQ terminology.
2

Setup Apttus CPQ Product

  • To create a product (Standalone, Bundle and Option)
  • Manage Categories and Hierarchy Manager
  • Create Price List, Price List Item, Bundle, Options and Option Group
  • To create Bundles, Options and Option Groups
  • To associate Option Groups to a Bundle
  • Associating a Product to a Category Field Expression
  • Executing maintenance jobs
  • Adding product to a cart pageCreate a product attribute field
  • Product Attributes Overview
  • Creating a product attribute group
  • Linking Attribute Group to a Product
  • Product Attribute Rul
  • Executing maintenance jobs.
3

Product Attributes and Attribute Groups

  • Create a product attribute field
  • Product Attributes Overview
  • Creating a product attribute group
  • Linking Attribute Group to a Product
  • Product Attribute Rule
  • Executing maintenance jobs.
4

Product Visibility Rule

  • Search Filters(CPQ)
  • Visibility Rules through Custom Classes
  • Run the Product Filter Criteria Maintenance
  • Configuring a Product Group
  • To create a product group
  • To add a product group member.
5

Pricing Management

  • Price List Item
  • Price Matrix Terminology
  • Creating Price Dimension
  • Create condition base price matrix
  • How to create a Price Rule set
  • Creating a Price rule
  • Pricing Callback Class
  • Tiered Pricing
  • Related Pricing.
6

Rule Management

  • Creating Constraint Rule Header
  • Creating Constraint Rule Condition
  • Setting up Inclusion Rules
  • Setting up Exclusion Rules
  • Setting up Validation/Warning Rules
  • Translation of Custom Message
  • Creating Constraint Rule Action
  • Executing maintenance jobs.
7

Template Management

  • Introduction to X-Author
  • Installing X-Author
  • Template Creation
  • Template Publish
  • Manage Template.
8

Overview of Custom Settings

  • System Config Properties
  • Flow, Display Action, Cart Setting, Display Column.
9

Quote Management

  • Quote Life-cycle
  • Creating Quote/Proposal
  • Configure Product
  • Cart Finalization
  • Real time scenarios.
10

Custom Callback Classes

  • Validation Callback
  • Product Filter Callback
  • Pricing Callback Class
  • Asset Filter Callback
  • Display Action Callback.

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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