1. An Introduction to Mitel CPQ
An overview for users transitioning from Sales Workbench
Alex Bergsma PLM - Connect
Bill Shields PLM - CPQ
v8.5 Jan 2016

2. Basic Topics Accessing Mitel CPQ Configuring a solution
Viewing results
Saving and exporting configuration data
Creating and generating a customer quote
Viewing and generating order content
Edit project info, saving and retrieving on-line quotes
Advanced topics
SWB/CPQ Feature Map

3. Mitel CPQ Glossary When Mitel CPQ uses this term… It means…
CPQ uses different terms than SWB for some items. Here’s some definitions to work with:
When Mitel CPQ uses this term…
It means…
Configuration
An entire single or multi-element quote.
Node
A product element within a configuration.
Sell Side Price
Customer Price
Buy Side Price
Partner Price (Cost)
Quote
A customer pricing proposal
Order
A Partner purchase (buy side) transaction
Loose Item
A non-configured part, e.g. spares item
Tracking ID
A unique identifier for a configuration saved on-line
These terms will be used throughout these training slides.

4. Accessing Mitel CPQ…
CPQ is accessed from the Mitel Connect Portal at URL
After logging in, click on the Mitel CPQ link from the left-hand menu:

5. Configuring a Solution (Configuration Page)…
All CPQ configurations start on the Configuration Page. Here is where you specify the basic parameters:
Select a product model here if you are starting a new config’n
Click on Start when you’ve made your selections
You can select a model based on a parts search
You can retrieve an auto-saved quote (session timeout)
The CPQ session time-out is 60 mins.
You can load a previously saved configuration
You can retrieve a configuration saved on-line.
You can uniquely name your configuration
You can uniquely name the node
You can create a multi-node configuration
You can directly select parts from a model or master parts catalog.

6. Configuring a Solution (Product Selection)…
From the main Configuration page:
Click here to start your configuration
Select a product model from the drop-down list

7. Configuring a Solution (Navigation)…
The top menu bar gives you quick access to all selections:
One or more product-specific tabs appear here
General settings, e.g. price list selection
These tabs are for viewing results in various formats
Tab layout may vary by product and pricing access privileges. See later slides.

8. Configuring a Solution (Navigation)…
The left-hand Navigation buttons step your forward or back through the menu tabs…
Click here…
…or here to move back to the previous tab
Click here…
…or here to move forward to the next tab
Go to Configuration tab
… or back to the Configuration tab…
…but don’t forget to save your configuration before doing so!

9. Configuring a Solution (Saving User Inputs)
User inputs can be saved off-line in as an XML file. This file can be uploaded via the “User existing configuration file” option (see previous slide). User inputs can also be exported to XLS file.

10. Configuring a Solution (Start Tab)…
Select a Sell Price List. If you are a Channel Partner, select End Customer.
Default Buy price is MLP in local currency
Select End Customer as the Sell price list
Select a Sell Price Template (see note)
You will not be able to access the Quote tab when “none” is selected for Sell Price List.
See Creating a Customer Quote for more information on Sell Price Templates.

11. Configuring a Solution (Start Tab)…
Select a Final Destination from the drop-down list, if necessary.
Final Destination is not used for internal processing at the moment but must be designated anyway.

12. Configuring a Solution (Selection Tabs)…
Most product models display one or more sub-tabs under the main selection in order to form logical groups of selections
Hold your mouse cursor over the info icon to see help
Click on a sub-tab to display a selection page
Make your selections here
Clicking the info icon “pegs” it to the page for permanent viewing, copy/paste, etc.
Clicking on a main tab defaults to the left-most sub-tab.

13. Configuring a Solution (Error Handling)…
The value ranges give you guidance for entering correct quantities...
Acceptable values may be listed beside the entry field
Value ranges shown are typically overall system maximums. Actual limits may be lower in some configuration scenarios. Consult Engineering Guidelines or system specifications for additional information.
…however, any invalid input is highlighted with red background.

14. …Configuring a Solution (Error Handling)
Attempting to access to the Results page causes an error to be displayed and the offending input is highlighted. The error must be resolved before access is allowed.
Some pages may contain more than one error, however only the first will be displayed. Resolving it and re-accessing Results will cause the second to be highlighted.

15. Viewing Results…
At any time during your session you can see output parts and pricing by clicking on the Results tab:
The tab displays a consolidated parts list with Buy Price and Sell Price (where a Sell Price list has been selected – see previous Start tab slide).

16. …Viewing Results Hardware-based systems may show a slot usage map:
Various options are available for preserving Results information:
Format Results page for printing
Save user inputs as an .xml file for later upload
Export inputs in .xls format

17. Saving your configuration data…
The complete configuration can be downloaded to local hard drive. The file is in *.xml format and is meant for upload to CPQ only (see later slide)
The file name can be edited but retains the .xml extenstion..
The file can optionally include prices
Some browsers may prompt you to open the file in a text editor, e.g. Notepad. Ensure that you click on the Save option instead.

18. Exporting the Materials List
The contents of the Results tab can be exported to .xls or .rtf format. The export dialog is displayed immediately after the grand total:
The file name can be edited
Choice of XLS (Excel) RTF (Word)
Material scope can be specified

19. Creating a Customer Quote…
The Quote tab is where you set end customer pricing:
You can set the price based on a discount %...
Pricing can be set:
for the entire quote
at discount group level
for individual parts
…or based on a target selling price
You must have selected a Sell Price list to view this tab.

20. …Creating a Customer Quote
The selected Sell Price Template is displayed to the right of the base list:
Click here to display the list of discounts
You can also upload an *.XLS file containing pre-set Sell side discounts. These discounts override values in the template file and any overrides entered directly in the Quote tab.
Both the template and the manual discounts files are maintained by your CPQ Group Administrator.

21. Generating a Quote Document…
A Quote Document with descriptive text and images can be generated for presentation to the customer:
The appropriate extension is appended to this name (e.g. .xls)
Generates a ZIP file containing all file types

22. … Generating a Quote Document
Click on the “customize” caption to display / hide content and formatting options:
Customize the document formatting
Customize the content scope
Choose a media list containing images, etc.
The media list file is maintained by your CPQ Group Administrator.

23. Viewing Order Info The Order tab displays Buy Side pricing.
You must have Partner Pricing Access set in your Mitel Connect Profile to view this tab.

24. Generating an Order Document
From the Order tab, an Order Document can be generated for on-line or off-line processing. File formats and customization options are the same as the Quote Document.
The Miq file is a special type which can be uploaded to the OnLine Store (Mitel OnLine).
The Miq file cannot be opened in the Sales Workbench tool.

25. Quote vs. Order Document
Although the steps for producing each are the same, there is one important difference between Quote and Order documents:
Only Sell prices are included from the Quote tab
Only Buy prices are included from the Order tab

26. Editing and displaying Project Info
You can add detailed information to your configuration through the Project Info dialog:
…or click on it to edit Project Info
Hover over caption to display current Project Info…

27. Storing a configuration on-line…
From the Quote or Order tab, you can securely store your configuration on-line for later retrieval and/or export in XML format:
See later slides for info on this feature
Click here to save your configuration on-line
The default file name can be overridden
Click here to export as an XML file
The file is in *.xml format and is meant for upload to CPQ only (see later slide). The “customer” in this case must be a CPQ user, e.g. Reseller.

28. Storing a configuration on-line…
At point of saving, a warning informs you that each saved quote is assigned a unique “tracking ID”. This ID is used for internal quote management, e.g. retrieving a stored quote (see later slides).
A new tracking ID is assigned even if the configuration is simply a different version of the same one.

29. Storing a configuration on-line…
A file save dialog is displayed. Since the file name and tracking ID is an important means of identifying your configuration (especially if you have multiple versions), you can opt to this information to yourself or another CPQ user, e.g. for order entry or P.O. generation.
Click here to launch your program
See later slides for info on this feature
Don’t forget to enter your own address!

30. …Storing a configuration on-line
The XML files also differ as to inclusion or exclusion of Buy prices when generated from Quote vs. Order tab:
Quote tab
Order tab

31. Retrieving an on-line stored configuration…
Saved files are accessed from the main menu:
You can search by keyword,,,
…or use Advanced search for more options
Export options are displayed here
Click on the link to open the configuration
Indicates the tab from which the save was initiated

32. Retrieving an on-line stored configuration…
After a quote is selected, the tracking ID field is pre-populated. Click on Start to proceed.
The tracking ID (if known) can also be entered directly on this page.

33. Retrieving an on-line stored configuration…
When opened, several options are displayed for continuing with the configuration. See next slide for further explanation of these options:
Select “Extend” for creating an incremental configuration
Select Edit to carry on with configuration
You can also start again with default values

34. … Retrieving an on-line stored configuration
Extend configuration
Intended for installed system(s) for which incremental changes are required. Any discontinued parts are maintained in the configuration (but cannot be further manipulated). Current parts can be added or removed net results as the output. See Advanced Topics for further details.
Edit configuration
Continue editing a configuration. If it has been previously extended as above, a modified extension is produced vs. the original configuration.
New configuration
Creates a new configuration based on the product model(s) in the saved quote but with default settings for each model. Saved quote acts as a “product template” for variant configurations.

35. Advanced Topics Multi-node configurations Extending a configuration
Loose Item mode
Proposals & Reports
Write-in Parts

36. Multi-node Configurations…
A configuration can be designated as multi-node from the main Configuration page:
The Nodes tab is the place where additional node(s) can be created.
Click on Add to create the new node.
Give the new node a name
Select a product model to configure
A single node configuration can only be converted to multi-node by saving it on-line or exporting to local file and re-opening from the Configuration page. See previous slide Saving your configuration data.

37. Multi-node Configurations…
Each node can be independently modified and inter-node relationships designated:
Click here to configure the node

38. Multi-node Configurations…
or here to re-label the node…

39. Multi-node Configurations…
or here to duplicate the node…
or here to delete the node…
Where supported in the product model, multiple copies can also be specified from the information dialog.

40. Multi-node Configurations…
Nodes for which interconnection rules have been defined e.g. trunking can be connected:
Click on the first node, hold down the Shift key then…
…click on the second node to establish a connection
Where no connections are possible, an error message will be displayed.

41. Multi-node Configurations…
These same options can also be accessed from the summary table immediately below the node diagram:
Inter-node connections can also be designated in the right-hand column…
…and the diagram and table printed from your browser.

42. Multi-node Configurations
Individual nodes can be accessed from the Quote or Order tab for setting Sell prices or viewing Buy prices, as applicable:
Click on the node name…
…to view the results in the table below

43. Extending a configuration…
The Extend option is selected from the options dialog. This option is primarily used for generating incremental quotes:

44. Extending a configuration…
After making changes to the configuration, the incremental “adds” and “removes” are displayed on the Results tab
Cumulative additions across all nodes
Cumulative deletions across all nodes

45. Extending a configuration…
The Quote and Order tabs show only the additions:
Quote tab
Order tab

46. Loose Item mode…
You can select non-configured parts associated with a product model in a special “Loose Item” mode. This option is specified in the Configuration tab.
Select a product model
Click on Start when you’ve made your selections
Name your configuration
Name the node
Designate multi-node configuration if applicable
Select Loose Item mode.

47. Loose Item mode…
Parts selections are displayed as a series of sub-tabs under the Loose Items main menu item:

48. Loose Item mode …
You can also directly select by part number through the Parts Catalogue tab. All parts in the CPQ master catalog can be searched except those in the selected model (excluding Loose Items).
Enter min. 3 chars of the PN or description to display matches
You must enter a quantity first!
Click here to add another part

49. Select Loose Item mode from here.
A multi-node configuration can include a mix of configured and Loose Item nodes. The first node can be designated Loose Item or a subsequent node designated from the Nodes tab:
Select Loose Item mode from here.

50. Proposals & Reports…
Note : The reports (Pricelist, Partner, Customer) can be found in the Proposal and Reports application. Please contact your Partner administrator to activate the Proposal and Reports application in your Connect Profile. These are the same reports that you had access to in SWB. Once activated you can access the Proposal and Reports application from Connect or CPQ..

51. Proposals & Reports…
The Proposals & Reports application enables generation of the following reports
A customized proposal in Word format for presentation to the customer. The proposal uses a Mitel-approved master template containing product information from the corporate library.
An array of pre-defined reports in Excel format:
End User reports for presentation to the end customer (sell prices).
Partner reports for use in placing orders (buy prices).
Pricing reports for displaying master lists of parts and list prices.
Note: These are the reports that you are familiar with in SWB.

52. Proposals & Reports…
The P&R home page can be accessed from several places in CPQ:
from the Mitel Connect home page…
from the Secure Transfer section of Quote or Order tabs…
…or file save dialog

53. Proposals & Reports…
The home page contains links to each category of document.

54. Proposals & Reports…
The Proposals page allows you to select a default template and create and download a proposal in various forms:
Select a template here.
Click here to customize proposal content
Click here to download the entire master template
Click here to download the most recently customized doc.

55. Proposals & Reports…
The Generate Proposal page displays a hierarchical Table of Contents from which entire sections, or portions thereof, can be selected for the output document,
Select a main category to auto-include all content…
…or select one or sub-categories
The “twisty” symbol indicates nested content
Click here to generate the output document

56. Proposals & Reports…
The End User and Partner Reports pages each require entry of a valid Tracking ID (TID) from an CPQ configuration. The TID can either be manually entered, if known, or auto-populated if accessed from within a configuration.
Enter a valid TID (if not already displayed)
Click on the desired report type to generate

57. …Proposals & Reports
Pricing Reports display master lists or all parts and list pricing within CPQ for a specific Partner.
Select your Customer No. from the drop-down list
Click on the desired report type to generate

58. Write-in Parts
Some product screens contain provision for write-in parts. These parts can be added to a configuration and reside within it only, i.e. must be re-entered if used in another configuration.
You must first enter a quantity !
Enter a part number
Enter a description for the part
Enter Buy and Sell prices in default currency
Part number cannot match an existing Mitel number.

59. CPQ to SWB Feature Map… CPQ Sales Workbench Start (configuration)
Following are rough correlations between CPQ and SWB:
CPQ
Sales Workbench
Start (configuration)
New quote + product selection
Browser menus, sub-menus
Left-hand navigation tree
Configure multiple nodes
Single / multi-site network element or multi-element quote
Assign node name
Rename Quote Item
Duplicate node
Duplicate Quote Item
Delete node
Delete Quote Item
Edit configuration
(changes summary)
Set Baseline
Results Tab
Pricing Tab (Customer, Partner Pricing columns
Quote Tab
Pricing Tab (Customer Pricing columns)
Order Tab
Pricing Tab (Partner Pricing columns)

60. CPQ to SWB Feature Map… CPQ Sales Workbench Loose Item mode
Upgrades/Spares
Master Parts Catalogue
Parts Catalog, Search for Part
Save configuration data (.xml)
Save mi2
Export Quote document
Customer Summary Report
Customer Line Item Pricing Report
Export Order Document (*.xls)
Sales Order Report
Partner Parts Report
Margin Report
Export Order Document (*.miq)
*.mi2 file (for upload to OnLine Store)
Project Information
Quote Info, Site Address Tabs
Export User Inputs
User Inputs Report
Use existing configuration file
Enter tracking number
Open saved file (server)
Open Quote

61. …CPQ to SWB Feature Map CPQ Sales Workbench Assign project name
Configuration (XML, XLS) file name
*.mi2 file name
Write-in Parts
Write-in Parts Template
Partner Parts file
GSA pricing schedule (type of sale)
Apply/Remove GSA Pricing
NJPA Sell Price discounts template
Apply/Remove NJPA Pricing
Sell Price discounts template
Additional Discount
Buy Price discounts template
Import (Distributor) discounts
Save/re-open configuration file
(change Configuration page selections)
Change Quote Type
Tracking number (ID)
Quote ID

62. Proposals & Reports (P&R) to SWB Feature Map…
Sales Workbench
Customer Summary Report
Customer Line Item Detail Report
Partner Parts Report
Margin Report
NJPA Parts Report
Customer Line Item Report (NJPA vers.)
Acceptance Report
Baseline Report
Sales Order Report
Sales Order Report, GSA Sales Order
Price Book Report
MOL Pricelist Format
Price List by Material Group Report
Pricelist by Category Report
CSV Export Report
Consolidated CSV export (Tiger Paw)
XML Export Report
Note: Modified schema to suit CPQ
XML export
GreatAmerica™ (rate cards)
GreatAmerica™ Pmt Calculator

63. …Proposals & Reports (P&R) to SWB Feature Map
Sales Workbench
Edit Proposal
New Proposal + TOC edit
Generate Proposal
Download Proposal
Open/Generate Proposal

64. Aspects of Connect and CPQ
SWB/CPQ Support
Aspects of Connect and CPQ
Pricing privileges are set in Connect not MOL. So it is now up to the Connect Partner administrator to set these for their CPQ users not Mitel support staff. Refer to the Connect Administration course for Instructions.
The Policies are as follows:

65. Aspects of Connect and CPQ
SWB/CPQ Support
Aspects of Connect and CPQ
Parts Data comes directly from SAP into CPQ. So parts pricing and metadata in CPQ will be exactly the same as found in SAP. This is different from SWB where the SAP data was parked in a SWB database and managed by SWB administrative staff.
Parts data synchronization between CPQ and SAP starts after Midnight EST and is completed by 8:00 AM EST . This sync is run every day. If parts updates in SAP occurred the before midnight EST the updates will show up by 8:00 AM EST in CPQ.
Note - With CPQ you do not need to register to pick up the changes.
Please verify pricing in SAP (Check regional pricing and partner portfolios) before you submit a support request to CPQ support for parts/pricing questions.

66. SWB/CPQ Support
FAQ available at
This slide presentation is available at
Mitel CPQ Training
• Course name = Mitel Configuration Pricing and Quotation
• Url =
• Course can be found in Americas Sales folder, subfolder Navigating Mitel Systems.

67. Who do I contact for CPQ support?
SWB/CPQ Support
From FAQ.
Who do I contact for CPQ support?
Answer: For Partners please contact your Connect Partner administrator first. The Partner administrator can if they cannot resolve the issue. Always supply your Connect username or Connect ID that can be found under the self Service tab along with the support request.

68. SWB/CPQ Support From FAQ.
Who do I contact for List or Partner pricing access in CPQ?
Answer: For Partners please contact your Connect Partner administrator. For Mitel Employees please use the “Contact” link located on the lower left hand side of the Connect home page. Always supply your Connect username or Connect ID that can be found under the self Service tab along with the support request. If Partner pricing is required please obtain you Managers approval first.
How can I find my Connect Partner administrator?
Answer: To determine who your Partner administrator is please click the “Self service” tab at the top of your home page in Connect and look under the “Responsible user managers” section. The Partners users with Connect administrator privileges are listed there.

69. Thank you! We hope you enjoy using Mitel CPQ