3234809 - CMT : CPQ: Steps to verify Quote Expiration Works

Applies To:  

CPQ

Summary:
This article will show you what information to check and verify to ensure Quote Expiration action triggers correctly.

Details:
Quote Expiration action is a system task that is schedule to trigger every night at 12:00 AM Central Time (midnight). Once the action is trigger, it will move quote from current quote status to desired status based on workflow settings.

Solution/Workaround:
Here are the following things that will need to be checked to ensure task runs properly at midnight:

1. Verify that the custom field, Quote Expirtaion Date, and workflow settings are properly set. You can find more information on how to set it up by clicking here.

2. Verify that a "System" username and user type are installed properly on environment.

This is the query to verify system's username:

select * from users where username = 'system'

This is the query to verify system's user type:

select * from USER_TYPES where user_type_name = 'system'

*One thing to note is that username, "system", must be assigned with user type, "system" since this action is a system triggered task.

**The "system" user and user type should be created when environment was provisioned.

**If either username or user type is missing or not matching, Dev Team will need to fix it in the database.

3. Verify that application parameter "applicationid" is pointing to correct environment.

This is a hidden application parameter; therefore to see this parameter, go to the following link (.../admin/appparamshidden.aspx).

**The value should be as followed, appId_(environment). I.e. If it's sandbox, it should be "appId_sandbox" and if it's pointing to v6 environment then it should be "appId_v6".

4. Verify schedule task is configured on window server.

This will need to go to Fikret Pasovic for verification since we do not have access to window server but before you open the workflow case, ensure the above steps are checked.

References:

Bug-Trapeze-15