SAP Knowledge Base Article - Public

3234739 - How to move custom fields in a 'quote' to a different tab

Symptom

How to move custom fields in a 'quote' to a different tab. 

Environment

SAP SALES CLOUD CPQ

Cause

You want to move the custom fields visible in the 'Quotation' Tab to any other tab or a new tab

Resolution

  1. Go to Setup > Quotes > Custom Fields.
  2. To edit an existing custom field click on the pencil icon next to it or for a new custom field click on Add New.
  3. Fill in the Name and Rank, then click on the "Select tabs" button.
  4. A pop up will appear which will show all of the tabs available for this custom field.

Note* Rank - Determines the order that this tab will fall in relation to the other tabs. Lower ranked tabs will be displayed to the left while higher ranked tabs will be displayed after.

Keywords

Custom, Fields, Quote, Tab, Setup , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To

Product

SAP CPQ 2025