Replacing Deleted or Inactive Products

When you delete or inactivate a product, you can choose a different product to replace the inactive or deleted product. Specifying a replacement product can make it easier for users to view or edit a configuration from a transaction line on an existing transaction. Provided that the replacement product has the same configuration properties as the original product, users can continue to configure a product even though the original product is no longer available.

Note:

Users can only edit configurations on transactions that are still in progress and haven't been processed.

Replacement products should have the same or similar configuration properties as the original product. If there are differences in properties between the original product and the replacement product, some information will be lost. For example, if the replacement product is missing some configuration properties from the original product, those properties won't appear on the product interface. On the contrary, if the replacement product contains additional properties, they'll appear on the product interface, but they'll typically be blank or unpopulated.

You can use the same replacement product for multiple inactive or deleted products, but an inactive or deleted product can have one replacement product only.

When a user edits a configured item from a transaction line and then saves the configuration, the transaction is updated with the information entered on the configuration of the replacement product.

Example

A product configuration for a bicycle includes three questions: frame size, frame color, and wheel type. An administrator makes the product inactive and specifies a replacement product that includes the questions: frame size, frame color, and handlebars type. Because the question for wheel type isn't in the replacement product, the question isn't displayed on the replacement product interface. The question for handlebars type is displayed on the configuration page, but its value isn't populated because it did not exist in the original product.

To specify a replacement product:

Go to CPQ > Configurator > Settings and select the Product Replacements subtab.

The Status column indicates whether the original product was made inactive or was deleted.
In the row of the product you want to replace, choose a replacement product in the Replace With column. You can only choose products that are active.
Click OK and then click Save.

Example

To specify a replacement product:

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