Link Line Items to Service Points

You can link a line item in the Industries CPQ Cart to a service point so you can configure that service point individually. A service point is defined as a service that is available at a physical location. This is an optional step. You must enable cost and margin to link line items to service points.

example

Linking an Energy Product Line Item to a Service Point

Let's say you have an energy product bundle with multiple line items: gas, water, electricity. You want to link the service point to the Electricity product line item.

1. In the Industries CPQ Cart, click the down arrow next to the line item to which you want to link a service point.
2. Using the line item action drop-down menu, click Configure.
3. Click Service Point.

   For Multi-Service Points, premises for the accounts in this order are loaded.

   Otherwise, the Cart Item Lookup Field dialog box appears. Type the premises name, and select it from the list. No automatic lookup occurs, so you must know the name.

4. Select a premises.

   For Multi-Service Points, an API call displays all the service points associated with that premises.

   Otherwise, type the service point name. No automatic lookup occurs, so you must know the name.

5. Select the service point.
6. Click Save.