Revision as of 17:45, 18 October 2022

ICI for SAP CPQ and S4/HANA Lead to Cash Adapter

Overview

The ICI for SAP CPQ and S4/HANA Lead to Cash Adapter supports the Quote-to-Contract flow with a one-way integration. The adapter provides a personalized sales experiences that helps to accelerates the selling process. Preconfigured products and pricing models enable the sales organization to easily assemble a quote improving the operational efficiency. Preapproved legal templates and preconfigured workflows enables contract managers to quickly assemble the contract and effectively negotiate the contract thus reducing the contract time and risk.

SAP CPQ provides a rich customer experience by empowering sales teams and partners to easily offer complex product configurations, optimized pricing, and great-looking proposals.

The Lead-to-Cash process starts with generating leads, capturing the prospect, creating an opportunity, and assigning the appropriate stage. A preapproved NDA can be shared with the customer for signature, leveraging the digital signature applications such as AdobeSign or DocuSign. Once the quote is reviewed with the client and approved internally a contract can be created automatically in ICI. Relevant data from customer account and quote is utilized to create the contract.

Note: The ICI for SAP CPQ and S4/HANA Lead to Cash Adapter is supported with ICI version 8.2 onwards and SAP CPQ version 2211.

The ICI for SAP CPQ and S4/HANA Lead to Cash Adapter provides following capabilities for the Quote-to-Contract process.

• Quote Preparation and Approval
• Quote Ready for Contracting
• Contract Created
• Contract Processed and Executed
• Quote Ready for Ordering
• Order Placed

Benefits

• Reduce the lead-to-cash cycle time
  Seamlessly integrate customer and pricing data from SAP CPQ into ICI to quickly and accurately create contracts that references the agreed pricing terms, promotions, incentives, and rebates when building sales contracts.
• Easily discover, monitor & mitigate contract risk
  Surface risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact to operational, financial, and reputational risk, contributing significantly to the company's bottom line.
• Collaborate on contracts seamlessly among all parties
  Reduce rework and improve customer satisfaction with accurate redlining, versioning, and approval workflows, reducing risk exposure for your company. Enable secure communication with suppliers, customers, and partners.
• Gain deeper insights into sales and contracts
  Manage agreements across multiple departments to gain deeper insights and align supplier and customer terms with AI-supported search, digitization, and negotiation.

Prerequisites

SAP CPQ Side

ICI for SAP CPQ and S4/HANA Lead to Cash Adapter integrates with SAP CPQ by leveraging CPQ Quote 2.0 REST APIs. Before calling SAP CPQ REST endpoints, below mentioned prerequisites must be satisfied:

• An SAP CPQ Tenant with its URL must be shared with the ICI team
• Create an Integration user account and add the user to the “Sales” user group. This user will be leveraged for all the REST API calls from ICI SAP CPQ adaptor and SAP CPQ
• SAP CPQ configuration as mentioned in the CPQ configuration section
• ICI Task Service is up and running  
• Required events and jobs are enabled  

SAP CPQ allows ICI Client to consume their APIs.

ICI Configuration Side

• Creating ICI entities  
• Mapping attributes for ICI entities (Client App Cross Reference and Client App Entity Mapping)  
• Creating filters in the Client App Filter Condition  
• Storing SAP CPQ API connection information in the Azure Key Vault    
• The required SAP CPQ Contracts master data is imported to ICI  
• SAP CPQ Contracts users are provisioned in ICI 
• Customer (Business Partner) and Product Master data setup

Configuration

For detailed infromation about the required configuration, click here.