Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
09 NOV 2017		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this release.

Disclaimer

The Information contained in this document may include statements about Oracle's product development plans. Many factors can materially affect Oracle's product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Oracle CPQ Cloud

Oracle Configure, Price, and Quote (CPQ) Cloud enables companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. CPQ Cloud provides a flexible, scalable, enterprise-ready solution ideal for companies of all sizes that sell products and services across direct, indirect, and
e-commerce sales channels.

Modern Selling Experience

Leverage the rich interface and interactive capabilities available in CPQ Cloud to provide a smarter selling experience using the Oracle Alta Responsive Transaction UI enhancements available in the 17D release.

Alta Responsive Transaction UI Enhancements

Alta UI is a design system that delivers modern, simple, and more engaging UIs across Oracle's web-based and mobile applications. Alta is the new standard for Oracle applications and Oracle Cloud-based services.

Introduced in CPQ Cloud 2017 R2, the Alta Responsive Transaction UI provides sales users with an improved user experience by focusing on fewer elements and a cleaner design aimed at accelerating performance and information delivery. As part of continuing improvements to the Alta Responsive Transaction UI, the following enhancements are available in CPQ Cloud 17D:

• Capture and mask a value while entering it into a field using a secure attribute.
• Create a new Transaction by selecting and making a copy of an existing Transaction.
• Use the complete Deal Negotiation functionality such as Price Score metrics and the Price Comparison scatterplot.
• Adjust the display of a panel by hiding a panel header, hiding a panel title, or collapsing the content of a panel using Layout Editor panel settings.

Lead Innovation

Pioneer the next generation selling platform using the CPQ Cloud 17D Deal Negotiation enhancements.

Deal Negotiation Enhancements

CPQ Cloud's Deal Negotiation features guide sales representatives in achieving optimal prices and discounts for their customers by providing contextual information for both Transactions and Transaction Lines. With CPQ Cloud 17D, sales users can now understand the Transaction discount percentage that will yield the maximum margin or net revenue based on the likelihood of a customer accepting a Transaction's pricing (i.e. the Win Probability of a quote). Administrators can define a "Price Optimization" analytic and initiate machine learning sessions to develop the predictive model. They can then display the resulting "Price Optimization" chart in both Admin and in Commerce Transactions to guide sales users in the negotiation of pricing and discounts.

The following enhancements are available in CPQ Cloud 17D:

• Maximize the profitability of a Transaction by providing guidance to sales users on the optimal discount to maximize margins or net revenue.
• Use BML or formulas to define a customized Price Score for display in the header of a Transaction.
• More easily define customized Price Score calculations on a Transaction line through the definition of expressions, boundary conditions, and override values.
• Visualize complex variables such as "Win Probability" and "Optimal Net Revenue or Margins" to better understand the impact of discounting decisions on profitability.
• Use an Advanced Filter to filter out lost, in-progress, and test Transactions from consideration in Win Probability and Price Optimization analytics.
• Use an Advanced Filter to filter "Won" prices for the Last Price Paid value.
• Preview the Price Comparison scatterplot before displaying it in a Commerce Transaction.

Enterprise Platform

Upgrade the functionality of CPQ Cloud's open and flexible platform to create value and drive results.

System Configuration Enhancements

System Configuration refers to the manner in which customers use CPQ Cloud to configure and bundle the product or series of products they wish to sell using a group of models that together define an entire system. The ability to display Bill of Materials (BOM) Mapping Rule items in Configuration, define any child item in the BOM hierarchy as a model, and reconfigure child models from the Commerce line item grid are all enhancements introduced over the past several releases in support of System Configuration.

As in prior releases, a BOM instance refers to a set of products that customers buy together on a quote. When a number of independent models from different product families or product lines are part of a single BOM instance, there are typically relationships among these models. In CPQ Cloud 17D, administrators can use these relationships to do the following:

• Use three new BML functions to access configurable attribute values related to any configured system model.
• Apply restrictions, or rules, on the different selections customers can make for a model when configuring a product bundle.
• Use the BML Editor to select attributes from a configured system model and use the selected attributes to create a rule.

Migration Enhancements

When a migration completes, CPQ Cloud currently sends an email notification to the email address provided in the profile of the administrator who initiated the migration. Prior to initiating a migration in CPQ Cloud 17D, administrators can now specify the email address of each individual who is to receive the email notification. After the migration completes, CPQ Cloud sends an email notification containing migration status information (i.e. success or failure) to the email addresses specified.

Integrated Suite

Leverage the power of CPQ Cloud by integrating with other software applications. CPQ Cloud administrators can use the pre-defined integrations described in this section out-of-the-box or enhance the provided integration patterns to build a strong Oracle Cloud suite.

Use OAuth Tokens in BML Libraries

OAuth is an industry standard technology that allows customers to grant third-party access to their application without sharing their passwords. When integrating CPQ Cloud with a CRM system such as Salesforce or Microsoft Dynamics 365, the integration uses an OAuth access token to authenticate user access to the CRM system. Generated automatically when the user punches into CPQ Cloud from the CRM system, the token supports the synchronization of data between CPQ Cloud and the CRM system.

In prior releases, administrators could not use BML to access generated tokens. CPQ Cloud 17D allows administrators to use a BML function to retrieve a user's OAuth security token during a Microsoft Dynamics 365 or a Salesforce v5 or greater integrated session. By inserting tokens into the header of a BML URL data function, CPQ Cloud can securely write data to the CRM system.

CPQ Cloud and Microsoft Dynamics 365 User Integration

The CPQ Cloud and Microsoft Dynamics 365 user integration supports the use of Microsoft Azure Active Directory to grant application access to user data. This enhancement provides initial functionality in support of a BML-based integration between CPQ Cloud and Microsoft Dynamics 365. Using Azure Active Directory as the identify provider (IdP), Microsoft Dynamics 365 users can seamlessly access CPQ Cloud using the integration's Single-Sign On (SSO) functionality.

Commerce Cloud Integration Enhancements

Self-service users in Commerce Cloud can configure complex products for purchase in Commerce Cloud using the CPQ Cloud Configurator. In addition, they can request a CPQ Cloud quote, thereby initiating a CPQ Cloud Transaction that a sales specialist can modify, reconfigure, or discount. The integration supports the use of BOM Mapping Rules in SOAP APIs, allows users to add configured items to a Transaction using a single REST API Call, and uses the Oracle Integration Cloud Service (ICS) to provide pre-built integrations for the Configurator and Request for Quote flows. As part of continuing improvements to the integration, the ICS flows reflect new fields available in the "getConfigurations" SOAP API and the "getConfigBom" action for the "configBomInstance" REST API.

JD Edwards Integration

CPQ Cloud 17D provides JD Edwards' customers with an integration that enhances their direct, channel, and web Commerce sales experience. With the integration, CPQ Cloud sales users can create a sales order in CPQ Cloud, send the order to JD Edwards for fulfillment, and maintain an up-to-date view of order status. Supported by Oracle Integration Cloud Service (ICS) and Commerce attributes, actions, and BML functions created within the CPQ Cloud platform, the integration substantially reduces the risk, time, and effort associated with implementing a custom CPQ Cloud – JD Edwards' integration.

The following functionality is available in CPQ Cloud 17D:

• Create a CPQ Cloud Transaction and click Submit to create an order in JD Edwards.
• Display Ship To, Sold To, and Bill To customer information in CPQ Cloud.
• Integrate orders created in CPQ Cloud with JD Edwards.
• Receive an order number from JD Edwards and apply it to the associated CPQ Cloud Transaction.
• View the order status of a Transaction or Transaction line in CPQ Cloud.
• Receive order status updates from JD Edwards.

Subscription Ordering Integration Enhancements

Using the Subscription Ordering integration enhancements available in CPQ Cloud 17D, administrators can extend the asset table by adding custom asset attributes to suit their company's business needs. Upon creating and deploying the custom asset attributes, administrators can then modify the Customer Assets page by displaying the custom asset attributes as fields.

The following functionality is available in CPQ Cloud 17D:

• View a list of defined and available asset fields.
• Create custom attributes of type Integer, Float, Currency, or String. Custom attributes display as editable fields until used in UI Designer where they become read-only.
• Create custom Single Select Menu type attributes and enter menu items as well as translations for the menu items.
• Delete and deploy custom attributes.
• Use deployed custom attributes in Asset REST Services.

Simplify

Provide a simple way for administrators and end users to leverage CPQ Cloud using the CPQ Cloud 17D enhancements identified in this section.

Hiding Rule Enhancements

As in prior releases, customers can use hiding rules in Commerce to hide select attributes when a pre-defined condition is satisfied. CPQ Cloud Release 17D extends this functionality by providing customers with the flexibility of using hiding rules to limit access to Commerce actions. This enhancement reduces the excess overhead of achieving similar functionality using workflow steps.

The following functionality is available in CPQ Cloud 17D:

• Hide actions in the Desktop or Mobile UI upon satisfying a hiding rule's condition.
• View Commerce actions as a component to hide in the Hiding Rule editor.
• Use the Action list to view and open Hiding Rules referencing a given action.
• Receive a Commerce action's state (hidden or visible) in the returned Commerce action and interact REST APIs when a hiding rule executes.
• View the attributes and actions associated with a hiding rule from the Migration Center.

Document Designer Enhancements

Document Designer is a drag and drop tool for creating and administering document templates. As part of continuing improvements to Document Designer, the following enhancements are available in CPQ Cloud 17D.

Date Format Enhancements

The following enhancements apply to both Document Designer and Email Designer:

• Extends the current date formats to support space and period separators in Document, Section, and Text properties (e.g., d MM yy and d.MM.yy).
• Dates (i.e., names of months and days) translate into the language of the output document or email (including the preview).

Condition and Loop Enhancements

• Apply simple or advanced conditions on Heading, Spacer, Page Break, or Column Break elements.
• Create simple or advanced loops over an Embed Document element in Document Designer.
• Create simple or advanced loops over an entire table in Document Designer and Email Designer.

Single Select Pick List Enhancements

A Single Select Pick List is an attribute type created in Configuration for Text, Integer, and Float data types. Administrators manage the value for a Single Select Pick List attribute within a defined resource.
As part of continuous improvements to Single Select Pick Lists, administrators can do the following in CPQ Cloud 17D:

• Set the value of a Single Select Pick List using a punch-in value, a SOAP API call, or a simple or advanced Recommendation Rule action.
• Sort the order in which available values display for data table-based Single Select Pick Lists by leveraging the value in an admin-identified column in the same data table.

Additional CPQ Cloud Enhancements

CPQ Cloud 17D introduces the following enhancements to improve performance and simplify CPQ Cloud integrations.

• Provide SuperUser access to restore and delete archived Commerce Transactions and enhance archival selection
• Add key words to urldata BML function to support REST API Patch method
• Provide email notifications for scheduled and manual FTP uploads to CPQ Cloud