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Forum Posts

Quote Actions in creating a new quotation

Hi Team,When I create a new quotation, Quote Action is fixed and set "add" as fixed value.I think there are 2 options in Quote Action. "add" and "change" is prepared...Does anyone know the way how to create a new quotation with having "change" value ...

aizawaken by Tera Guru
  • 716 Views
  • 2 replies
  • 0 helpfuls

Contract management

Hi GentsI hope all is fine and I wish you a great incoming weekendI post here to understand if there are playbooks, examples, places or whatever to understand the Contract Management module.To be more accurate, I want to answer some questions as belo...

ollop by Tera Contributor
  • 1705 Views
  • 6 replies
  • 0 helpfuls

Resolved! Unable to use Product Configurator in sales opportunity

Hello community, Using Opportunity Management function in SOM(Sales and Order Management), I cannot customize Product Offering characteristics in Catalog. Just showed "Add" button. (Photo 1)As the same product offering(Code is MOBILERENTAL ), I can "...

Usage Tariff Charges and Allowance for Enterprise Mobile Plan

Hi Community, I am struggling to find how to model Usage Tariff Charges and Allowance for Enterprise Mobile Plan in PS/PO.Generally for enterprise catalog 'Enterprise Mobile Plan' will have Usage Tariff Charges(out of allowance charges) and Allowance...

MontooG by Giga Expert
  • 565 Views
  • 2 replies
  • 1 helpfuls

Unable to publish CFSP

Hi, I have created a CFSP and added a RFSP using 'Requires' relationship type however while publishing CFSP, I am getting an error. As per the error I tried changing relationship type between CFSP-RFSP to 'Bundles' / 'Composed of' however it didn't a...

Screenshot 2024-04-10 at 11.05.11 AM.png
SamruddhiS by Tera Contributor
  • 525 Views
  • 2 replies
  • 1 helpfuls

Resolved! How to modify default UI action

Hi Community, I need to modify the "Create Opportunity" UI action on the account record to restrict users from creating a new opportunity if the account is blacklisted.I have searched for the "Create Opportunity" UI action in the list, but I couldn't...

Resolved! Clone/Copy Quote line item

Hi All, I am currently exploring the SOM functionalities and want to know if following functionalities are available in the current release or if it's on the roadmap. 1. Clone/Copy Quote line item - As there could be complex product configuration in ...

MontooG by Giga Expert
  • 899 Views
  • 3 replies
  • 1 helpfuls

Resolved! Display order of Product Offerings in Product Catalog

Hello Community, How to change display order of Product Offerings in Product Catalog?It seems to be automatically arranged in descending order by Product Offering Code. But I'd like to manage them by manual.Is it possible? if so, how to manage it? Th...