How to read this documentation?
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This documentation follows one structure: the quote-to-cash lifecycle (Q2C). The topic tree is the single navigation path.
There is no separate Concepts, Administration or Operation section. Every article lives inside its topic in accordance with the Q2C phase.
Inside each topic, articles are sorted by intent – what you are trying to do, not who you are. Nobody is always admin or just a user; everyone may switch perspectives.
| Scope | Intent |
|---|---|
| Concepts | What is it, why does it exist? |
| Configuration | How do I enable this? |
| Operation | How do I use it day-to-day? |
| References | Look up fields, formulas, objects |
In addition, topic landing pages include the following sections:
- Related Topics
- Link to subtopics of the current topic or to nearby topics in other areas
- Solutions and Use Cases
- Link to topic-related solution and best-practice articles
- FAQ
- List topic-related common questions and issues
Language selection
Using the language selector will always bring you to the home page in the selected language. From there, you can browse to your topic in your language.
The following examples illustrate how to find your topic:
-
Changing invoice PDF content
Invoicing Invoice Documents PDF Generation Templates Configuration
-
Understanding SEPA Direct Debit
Collection & Cash Management Payment Processing SEPA Orders SEPA Direct Debit Concepts
-
Enabling bookings to DATEV automatic accounts
Revenue Recognition & Accounting Accounting Transfer DATEV Integration Configuration
-
Integrating with Salesforce CPQ
Solutions and Use Cases Technology Integrations JustOn for Salesforce CPQ