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Administrator Guide
Last Updated: 2025-04-04
Configure Services CPQ Tenant

Configure Services CPQ Tenant

Security:
Set Up: Quotes
 domain in the Services CPQ functional area.
You can configure several parameters to manage the quote creation and downstream processing behavior.
  1. Access the
    Maintain Services CPQ Settings
     task.
  2. Complete the
    General Quote Settings
     section:
    Option
    Description
    Allow Role Unit Cost Overrides
    Select the checkbox to enable overriding the default role unit cost for a service.
    All quote calculations will use this override value. We don't allow negative values.
    Based on the security access to view or modify this field, the Standard Cost Override will be reflected on Resource Plan Lines created from quotes.
    Allow Item Unit Cost Overrides
    Select the checkbox to enable overriding the default item unit cost for a service.
    All quote calculations will use this override value. We don't allow negative values.
    Consideration:
    This override value is used only in the quote and is not anywhere outside of the quote.
    Allow Unit List Price Overrides
    Select the check box to allow users to manually enter a unit list price for a role or an item that has a default unit list price of zero in the quote.
    Consideration:
    This override value is used only in the quote and is not anywhere outside of the quote.
    Manage Multiple Services as a Single Project
    Select the check box to merge multiple services into a single project downstream.
    Considerations:
    • Workday merges services with the same project hierarchy into a single project downstream, even if they have different billing models.
    • When there are no common project hierarchies across services in a quote, Workday creates individual projects for each.
    • The merge services behavior is determined by the flag setting at the time of quote creation.
    Any changes to the flag tenant setting will only impact how newly created quotes merge their services into downstream projects.
    Include Project ID in ~Project~ Name
    Select the check box to automatically append a generated sequential ID to the project names created downstream from a quote.
    Allow Paste from Spreadsheets into Quote
    Select the check box to enable pasting data from external spreadsheets into the quote grid to build out your quote.
  3. Complete the
    Contract and Contract Lines
     section:
    Option
    Description
    Use Standard Rate Sheet
    Select the check box to ensure that contracts created from quotes will price the role rates based on the standard rate sheet by default, instead of the rates from the quote. This supports billing based on workers staffed for the project.
    Revenue Adjustment Reason
    Select a default reason to populate on the contract rate sheet created from CPQ. This is most applicable when you
    Use Standard Rate Sheet
    .
    Considerations:
    • When you change or override a rate in the billing process, Workday uses the default revenue adjustment reason.
    • You can configure additional reasons using the
      Maintain Revenue Adjustment Reasons
       task.
    Contract Type for Quote
    Workday uses this contract type for the contracts created from CPQ when the opportunity status is
    Won/Closed
    .
    Role Revenue Category
    Workday uses this value to populate the
    Revenue Category
     field for contract lines created from role lines of the quote.
    Discount Revenue Category
    Workday uses this value to populate the
    Revenue Category
     field for contract lines created from discount lines of the quote.
    Expense Revenue Category
    Workday uses this value to populate the
    Revenue Category
     field for contract lines created from expense lines of the quote.
    Third Party Cost Revenue Category
    Workday uses this value to populate the
    Revenue Category
     field for contract lines created from third party cost lines of the quote.
  4. Complete the
    Billing Schedule Templates
     section:
    Option
    Description
    Role Billing Schedule Template
    Workday populates the Billing Schedule Template that you specify here on the contract line for roles.
    Discount Billing Schedule Template
    Workday populates the Billing Schedule Template that you specify here on the contract line for discount.
    Expense Billing Schedule Template
    Workday populates the Billing Schedule Template that you specify here on the contract line for expense.
    Third Party Cost Billing Schedule Template
    Workday populates the Billing Schedule Template that you specify here on the contract line for third party cost.
  5. Complete the
    Revenue Treatment
     section:
    Billing Model
    Quote Line
    Revenue Treatment for Customer Contract Line
    Revenue Schedule Template for Customer Contract Line
    Fixed Fee
    When the quote has this billing model, Workday applies your selections as default values in the contract.
    Expense
    Select an option to populate the revenue treatment of the expense contract line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
    Role
    Select an option to populate the revenue treatment of the role contract line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
    Third Party Cost
    Select an option to populate the revenue treatment of the third party cost line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
    Time and Expense
    When the quote has this billing model, Workday applies your selections as default values in the contract.
    Expense
    Select an option to populate the revenue treatment of the expense contract line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
    Role
    Select an option to populate the revenue treatment of the expense contract line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
    Third Party Cost
    Select an option to populate the revenue treatment of the expense contract line:
    • Accrued
    • Deferred
    • Invoice
    Select an option to default the Revenue schedule template for the contract line.
  • You can create quotes.
  • Use these web services to create, update, or retrieve all fields for default settings for Services CPQ:
    • Get Services CPQ Settings
    • Put Services CPQ Settings
  • You can also generate an EIB spreadsheet template using the
    Put Maintain Services CPQ Settings
     template for mass uploads.