Valid configurations
A configurator may enforce required options, mutual exclusions, dependencies, bundles and technical compatibility. Good testing includes rejected as well as accepted combinations.
Pricing engine
Prices can vary by region, currency, quantity, term, contract, segment, discounts and effective dates. Rule precedence, exceptions and permissions must be explicit.
Quotes and approvals
Quotes are versioned and traceable: expiry, descriptions, terms, taxes, approval and transition to order. Exceptional discounts may require approval.
Data and rollout
Strong CPQ depends on controlled product master data, representative UAT and staged rollout across entities or countries without disrupting open quotes.
At a glance
| Problem | Useful control |
|---|---|
| Incompatible options | Compatibility matrix |
| Wrong price | Rule and effective-date tests |
| Quote divergence | Versioning and approvals |
How SFERE can support
SFERE: business analysis, product ownership, CPQ rule design and UAT with specialist capabilities subject to availability and agreed engagement.
Official laws, standards & publisher resources
This is an editorial explanation. Verify consolidated laws, applicable standards and interpretations for your activity, country and date. Full standards may require a licence.