General Settings

General settings specify the overall behavior of the Epicor CPQ platform.

Setting	Description
Basic
Company Name	Displayed throughout Epicor CPQ
Allow Invalid Quotes in Workflow	A quote (and it's configured products) can have validation warnings or errors.  If a quote contains one or more warnings, it can still be submitted.  However, if a quote contains one or more errors, it is considered invalid until those errors are resolved. leave unchecked to prevent invalid quotes from being submitted. If a user clicks "submit", they are informed that the errors must be corrected before submitting. This is the default setting. check to allow invalid quotes from being submitted.  The invalid quote will be processed through the workflow, with the errors displayed but ignored.
Use Unsubmitted Workflow State	When quotes are saved but not submitted, who should see them? Depending on the needs of your company, you can keep them private (like a draft message in a personal email account), or you can have these quotes shared with other users (like an unsubmitted task in a team tasklist). Leave OFF for the unsubmitted quote to enter a "Draft" state. It is in no workflow. The quote is private: only the creator can see the quote. No other users (other than administrators) can see the quote. Turn ON for the unsubmitted quote to enter a "Unsubmitted" state. The quote enters the proper workflow. The quote is visible to some or all other users as defined in that workflow's unsubmitted state.
Warn Internet Explorer Users	Display a message when the browser is outdated, warning the user that some features may not be available.
Save Quote Header Values Before Executing Workflow Actions	Quote headers can have Snap rules to help guide quote-level logic and behavior, much like a configured product. For example, logic in a quote header can set custom fields in the quote header to help guide the quote through branches in your workflow. Leave OFF for quote header value rules to run but any changes they make to header field values are NOT persisted. Value rule changes to header field values will only be saved if your user "touches" the quote header (manually edits any header field and saves their work). This setting is more performant, but may not give you the results you want. Turn ON to for quote header value rule to run, and any changes they make ARE persisted. Value rule changes to header field values will always be saved, regardless of user interaction with the quote header. This setting is more intuitive business logic, but may slow some quote submission processes. This new behavior only applies when the quote is already in a workflow state, including the optional "Unsubmitted" state described above. It does not apply to any “Draft” quotes. If your company sees value in the new behavior, ensure you test the new logic across all your quote headers and workflows. This is a company-wide setting, and will apply to all quotes being submitted once the change is deployed.
Globalization
Default Language	The language used in the UI, the administrative interface, and Snap blocks.  Default: English.
Other Supported Languages	Any other languages used in the UI only.  Listing a language here is the first step in localizing your organization.
Base Currency	The base currency defines the currency used for pricing all of your products and configurators. It is also the default currency of a new quote, unless you specify a different currency in the Embed API.
Automate Exchange Rates	Specifies that you want to use automatic exchange rates from Epicor CPQ, which are updated once a day to current market rates. If set to false, then you must manually control your exchange rates in the Currency settings.
User Interface
Theme	The active theme for your company. Options include the standard, built-in themes and any custom themes you have defined.
Use theme colors in snap rules	Controls whether the theme colors from the active theme should be used to color snap blocks in rules. Sometimes it is better to leave this to false if you have a distracting color in your theme.  Default: false.
Company Logo	Used in various places in the UI, including the upper-left header or the portal.
Display Products in Image Mode by Default	Users visiting your Products tab can choose to see products displayed in a list, or as a series of image thumbnails.  The default display is in a list. Check this box to show images instead.  Default: false.
Enable Customers and Contacts	Display the "Customers" and "Contacts" tabs across the top of the UI.  If your implementation does not use these objects, remove the checkbox to hide these unused tabs.
Authentication
Allow users to use persistent logins ("Remember Me")	After logging in, allow you users to skip the login step if they use this same web browser session in a reasonable period of time.  Useful for users in a corporate environment who do not share workstations. If your users or automated processes must re-enter their username/password too often, solutions include: each user can set "Remember Me" to true, an administrator can increase the "User Session Lifetime" to a higher number. Remember to use settings which align with your company's standards.
Require mixed case passwords	Require a mix of upper- and lower-case letters when setting a password.
Require numbers in passwords	Require at least one number, 0-9, when setting a password.
Minimum Allowed Password Length	Require a certain number of characters (letters or numbers) when setting a password.
Password Reuse Limit	When your users reset their passwords, can they reuse an old password?  Set this number to prevent the reuse of X previous passwords. Default: 0 (they can set their current password the same as any previous password).
Allow User Registration	If you own an unlimited license... check this box to allow any public visitor to register themselves online.  These users are automatically assigned the "self-registered" role.  uncheck this box to prevent self-registration.  Every user must have a login created for them by a Company Administrator.
Allow Anonymous Logins in Production Environment	Allows the public to browse and configure products without logging in. However, to submit a quote or use other features, they will be prompted to log in or register. This is similar to e-commerce platforms like Amazon, where no barrier prevents a user from browsing products and adding them to a shopping cart.  Later, when they want to purchase the items, they must create an account or sign in.
Auto-Deactivate Inactive Accounts	Enhance security by automatically deactivating any account which has been inactive for too long a time.  This time period you can specify (the default is 60 days).  If a user tries to log in after this time, their login will fail with the message "User has been locked out due to exceeding account activity timeout."  To restore their access, simply open their user record and click the "Reset Deactivation Timer" button.  Their password remains unchanged.
Number of Days of Inactivity Before Deactivation	If the previous setting is on, this defines how many days until a user's account is considered Inactive.
User Session Lifetime	After logging in, how many minutes until the user session times out? If your users or automated processes must re-enter their username/password too often, solutions include: each user can set "Remember Me" to true, an administrator can increase the "User Session Lifetime" to a higher number. Remember to use settings which align with your company's standards.
Logs
Log Setting	Controls how much is logged in your portal. Minimizing the amount of logs you collect is recommended to make it easier to find issues. The options are: All All logs will be collected. Minimal  Only error logs and those logs explicitly added by your rules will get logged. This is the default and recommended setting.
Quote Header
Default Quote Header	Like themes, you can design various quote headers but only one can active at any one time.  Select the default quote header here.
3D
Upgrade Renders	Try out an optional enhanced rendering engine. You may experience different rendering times. Default: false.
Landing Page URL	What page your users see after logging in successfully. Default: "/products" This setting supports both: a relative page within the application (such as "/quotes"), or an absolute page anywhere on the internet (such as "https://www.youtube.com/watch?v=dQw4w9WgXcQ")
Contact Info
Contact Info	Contact info for your company that can be referenced in rules. For example, if you are creating sales proposals by using a Word output, you can reference your company contact info set here.