{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":37740,"path":"order-management/prereq-for-cpq-config.md","title":"Prerequisites for setting up CPQ","bundle":null,"doc_type":null,"release":"australia","body":"\n# Prerequisites for setting up CPQ\n\nVerify that you have completed the prerequisites before setting up the Configurator.\n\n## Before you begin\n\nRole required: admin\n\n## Procedure\n\n1.  Navigate to **All** &gt; **System Applications** &gt; **All Available Applications** &gt; **All**.\n\n2.  Install the following plugins searching by name or ID; if the plugin does not appear in the results, request it from the ServiceNow Store.\n\n    Select a version and **Load demo data** as required.\n\n    -   CSM and FSM Workspace Foundation\\(sn\\_cwf\\_wrkspc\\)\n    -   Order Management \\(sn\\_ind\\_tmt\\_orm\\)\n    -   Product Catalog Management Core \\(sn\\_prd\\_pm\\)\n    -   Price Management \\(sn\\_csm\\_pricing\\)\n    -   Quote Management Application \\(sn\\_quote\\_mgmt\\)\n    -   Product Configurator \\(sn\\_prd\\_config\\_ui\\)\n    -   Customer Life Cycle Management Workflows \\(sn\\_l2c\\_cust\\_flows\\)\n    -   Product and pricing rules \\(sn\\_csm\\_price\\_mtrx\\)\n    -   Opportunity Management Application \\(sn\\_opty\\_mgmt\\)\n    -   Product Offering Recommendations \\(sn\\_prd\\_pm\\_ra\\)\n    -   Order Management Portal \\(sn\\_ord\\_mgmt\\_portal\\)\n    -   Order Operations Case Management \\(sn\\_order\\_case\\)\n    -   Case Management for Invoice Operations \\(sn\\_csm\\_invoice\\)\n    -   Sales Cart \\(sn\\_sales\\_cart\\)\n    -   Customer Life Cycle Managment Self Service \\(sn\\_clm\\_selfservice\\)\n    -   Customer Service Portal \\(sn\\_csm\\_portal\\)\n    -   CPQ Integration \\(sn\\_cpq\\_intg\\)\n    -   CPQ Configurator \\(sn\\_cpq\\_config\\)\n    -   Contracts and Entitlement Workflows \\(sn\\_contract\\_ent\\_wf\\)\n    -   Sales Quota Application \\(sn\\_quota\\_app\\)\n    The following are dependent plugins that are installed with the above mentioned plugins. Review and install the plugins if they aren't installed already.\n\n    -   Product Catalog Management Core \\(sn\\_prd\\_pm\\) - installed with Price Management, Product Configurator, Product Offering Recommendations\n    -   Customer Life Cycle Management Workflows \\(sn\\_l2c\\_cust\\_flows\\) - installed with Order management and Quote Management Application, Contracts and Entitlement Workflows\n    -   Price Management \\(sn\\_csm\\_pricing\\) - installed with Product and pricing rules, Sales Cart\n    -   Order Management \\(sn\\_ind\\_tmt\\_orm\\) - installed with Order Management Portal, Order Operations Case Management\n    -   CPQ Integration \\(sn\\_cpq\\_intg\\) - installed with CPQ Configurator\n3.  Gather information regarding your instance.\n\n    1.  Navigate to `https://<service_instance_url>/oauth_entity.do?sys_id=3b119df83b566210a0c0989e53e45a15` for the OAuth Entity record to retrieve the Client ID and Secret.\n\n        **Note:** Replace `<service_instance_url>` with your ServiceNow instance in the URL mentioned above.\n\n    2.  Verify the CPQ Admin UI Application Registry exists with a **ClientID** and **Client secret**.\n\n    3.  Select the lock icon of the **Client secret** field to make it visible.\n\n    4.  Copy the  **Client ID ** and **Client secret** if exists; use them to request a CPQ instance.\n\n4.  Request a CPQ instance using the following the steps.\n\n    1.  Navigate to [Now Support](https://support.servicenow.com/now?id=ns_get_help).\n\n    2.  Select **Create a case**.\n\n    3.  In the ServiceNow Otto panel, select **Create a case**.\n\n    4.  Select **Service request**.\n\n    5.  In the subject field, enter `Request a new CPQ instance` and select **Next**.\n\n    6.  Choose your instance and select **Next**.\n\n        **Note:** Contact Primary Customer Administrator \\(PCA\\) if your instance is not listed in the instances list.\n\n    7.  Select **Continue**.\n\n    8.  In the **Describe the issue** field, enter the following details.\n\n        -   Client ID and Client Secret fetched from Step 3\n        -   Primary Business Contact \\(name and email address\\)\n        -   Instance Owner \\(name and email address\\)\n        -   ServiceNow Instance URL\n    9.  Select **Continue**.\n\n    10. Review the summary and select **Confirm and Submit**.\n\n\n## Result\n\nYou will receive an email with the CPQ details. Select the **View request** to access the support portal and set a password.\n\n**Note:** You can proceed with the guided setup only after you receive CPQ details.\n\n## What to do next\n\n[Set up CPQ using guided setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-cpq-using-guided-setup.md)\n\n"}}