SAP Knowledge Base Article - Public

3668350 - How to set the custom quote tab as the default view?

Symptom

The default view of the CPQ landing page is "Quotation" tab instead of user preferred tab.

Environment

SAP Sales Cloud CPQ

Reproducing the Issue

  1. Access the CPQ application
  2. Navigate to the quote
  3. Observe that the default view is set to the "Quotation" tab.

Cause

This happens when the implementation file for the quote is "Quotation" tab.

Resolution

  1. Navigate to Setup
  2. Quotes
  3. Custom quote tabs
  4. Choose your preferred "custom quote tab"
  5. Choose the implementation file to set "/quotation/Cart.aspx" as the default for the preferred custom tab
  6. Remove the configuration for the "Quotation" tab
  7. Save the changes and confirm that the default view is now set.

Keywords

CPQ landing page, default view, general tab, quotation tab, implementation file, sales cloud CPQ, configuration settings, reset default view, core business processes, no workaround. , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To

Product

SAP CPQ all versions