Symptom
You would like to know if it's possible to not include the quote number in the generated document's name.
Even after adding a prefix name in the Application Parameters page, the quote number still shows in the generated document's name.
Environment
SAP SALES CLOUD CPQ
Reproducing the Issue
- Open a quote, for example 12345678
- Click on Generate Document
- Go to Documents Tab, and you can see the file name of document is "25478464-12345678.pdf"
25478464 is Source Quote ID you created, and 12345678 is the Quote Number.
You would like to hide the quote number in the name, and only show the quote ID.
Cause
This is happening as per design.
Resolution
- The generated file name consists of:
{Prefix}{Quote number}{Revision number}-{sequence number}{Suffix}{FileExtension}. - Prefix and suffix are optional, the rest is generated automatically in the code and can't be changed.
Keywords
Composite number, quote number, generated document, naming, cart ID , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To
Product
SAP CPQ all versions