Minor changes to published product offerings and specifications
As a product catalog admin, you can make minor changes to certain fields in published versions of a product offering or specification, without creating another version. Minor changes include updates such as modifying the product offering display name, description, or product image.
Note: If you want to change fields other than the fields listed in the following sections, those changes are considered major updates. You must generate a new version of the product offering or specification.
How minor changes are processed
The following sections describe the minor changes that you can make to published versions of product offerings and specifications. When you save your changes, the entities are immediately updated.
If you’re using the CPQ Configurator, minor changes are handled as follows:
- Minor changes to simple products are synchronized automatically.
- Minor changes to configurable products require synchronization. In the CSM Configurable Workspace, the Save and Update Configuration ** buttons are displayed when you make minor changes to a product offering. Selecting Update Configuration ** synchronizes the configurable product offering with its corresponding blueprint.
- If any blueprints have a reference to a simple or configurable product with minor changes, you must synchronize those blueprints.
Make minor updates to published product offerings
Make minor changes to certain fields in a published product offering and its related entities.
- In the CSM Configurable Workspace, select the List view.
- Navigate to Offerings > Product Offerings.
Select the product offering to be changed and choose the appropriate tab (related list).
You can change any of the product offering fields listed in the following table.
| Product offering entity | Fields that can be updated |
|---|---|
| Product offering | - Name - Display name - Description - Sellable - Allow multiple configurations: Change the setting from unselected to selected \(true\). |
| Product Offering Characteristics | - Customer input required - Order - Mandatory |
| New Characteristic Option | Add Characteristic option |
| Product Offering Relationship | - Display name - Order |
| Product Offering Relationship Groups | - Name - Description - Order |
| Product Offering Relationship Characteristics | Order |
| Relationship Characteristic Option | Add Characteristic option |
- Repeat step 3 for each product offering entity that has minor changes.
When you finish the changes, select Save.
The changes to the published offering are updated immediately.
Make minor changes to published specifications
Make minor changes to certain fields in a published specification and its related entities.
- In the CSM Configurable Workspace, select the List view.
- Navigate to Specifications.
Select the specification to be changed (Product, Service, or Resource) and choose the appropriate tab (related list) for the entity to be changed.
You can change any of the minor fields listed in the following table.
| Entity | Fields that can be updated |
|---|---|
| - Product Specification - Service Specification - Resource Specification | - Name - Display name - Description - Line - External code |
| Specification Characteristics | Order |
| New Specification Characteristic | Add characteristic options |
| Specification Relationships | Order |
- Repeat step 3 for each specification entity that has minor changes.
When you finish the changes, select Save.
The changes to the published specification are updated immediately.
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