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
11 FEB 2019 Microsoft Dynamics 365 Integration Enhancements Removed feature from update 18D.
22 NOV 2018 JET Responsive Transaction UI Enhancements

Updated document. Revised feature information.

22 NOV 2018 JET Support for UI Designer Pages Updated document. Revised feature information.
22 NOV 2018 Configuration Run-Time Data APIs and Administration REST APIs

Updated document. Revised feature information.

22 NOV 2018 Transaction Arrays

Updated document. Revised feature information.

22 NOV 2018 Administrator Access Control Enhancements

Updated document. Revised feature information.

22 NOV 2018 Identity Management Service Enhancements Updated document. Revised feature information.
22 NOV 2018 Subscription Ordering Enhancements Updated document. Revised feature information.
22 NOV 2018 Oracle Engagement Cloud Integration Enhancement

Updated document. Feature delivered in update 18D.

19 OCT 2018   Created initial document.

Overview

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.

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

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.

Modern User Experience

The following CPQ Cloud Release 18D enhancements leverage the rich interface and interactive capabilities available in CPQ Cloud to provide an intuitive selling experience:

JET Responsive Transaction UI Enhancements

Introduced in CPQ Cloud 18C, the JET Transaction UI provides a modernized and fully responsive user experience for viewing and editing Transactions and sales orders on any device and in any language.  CPQ’s JET Transaction UI supports virtually every feature available in the Legacy Commerce UI combined with full extensibility and improved usability.

The JET Transaction UI is an option that can easily be enabled for some or all of your users.  With the addition of the JET UI, CPQ Cloud customers now have the choice between three different standard interfaces for the Transaction UI all provided by Oracle: the JET Responsive Transaction UI, the Legacy Transaction UI, and the Salesforce Lightning Transaction UI.

The following enhancements are available in CPQ Cloud 18D:

JET Support for UI Designer Pages

In CPQ Cloud Release 18D UI Designer layout pages, which include Customer Assets, Performance Logs, and the Eligibility Rules pages, have been converted to JET UI. The JET UI provides a modernized and fully responsive user experience for viewing UI pages on any device and in any language.  The JET UI supports the most vital functionality of the previous UI while enhancing usability and standardization of the UX across CPQ Cloud. Upon upgrade to Release 18D, these pages are converted to the JET UI framework.  The layouts for these pages continue to be managed through UI Designer.

Accessibility Enhancements

CPQ Cloud is committed to making our product accessible, which includes supporting the use of assistive technology such as screen readers and screen magnifiers. CPQ Cloud Release 18D improves accessibility in the Home Page, Favorites List, and Transaction Manager areas of the application. Keyboard navigation for power users in JET Transaction UI is also improved in Release 18D.

Enterprise Platform

The following CPQ Cloud Release 18D features and enhancements cater to the needs of large, complex enterprises for a robust, integrated, and performant platform:

Configuration Run-Time Data APIs and Administration REST APIs

Customer configuration flows dictate how users go through the pages and the options available to the user as they define a configured product. Configuration flow rules consist of a condition and flow attributes. Actions display based on which node in the flow the user has available based on defined criteria. CPQ Cloud Release 18D provides access to the current layout definitions as REST endpoints to support the UI interfaces.

In CPQ Cloud Release 18D, the following new Configuration REST APIs are added to the Interface Catalog:

Transaction Arrays

Organizations using CPQ heavily rely on CPQ Commerce to sell their product offerings to customers and capture the orders. In the quote life cycle, there is a lot of information that needs to be captured at the Transaction and Transaction Line level. Some of this information is repetitive, but dynamically varies from one Transaction to another. This requires customers to maintain a large number of attributes and control their access through rules. In Release 18D, CPQ Cloud introduces Transaction Arrays as a way for customers to group multiple, scalar attributes using a single data structure that can capture repeatable data. The array attributes can then be instantiated multiple times at runtime without explicitly defining each instance.

The following Transaction Array functionality is available in CPQ Cloud Release 18D:

Administrator Access Control Enhancements

CPQ Cloud is commonly administered by teams of individuals who are often a composite of different skill sets. Using the Administrator Access Control feature introduced in CPQ Cloud Release 18B, companies can delegate and restrict access to certain areas of CPQ Cloud. This prevents unauthorized users from introducing unintentional errors, clarifies areas of responsibility, and protects sensitive or proprietary information.

As part of continuing improvements to Administrator Access Controls, the following enhancements are available in CPQ Cloud 18D:

Identity Management Service Enhancements

As in prior releases, CPQ Cloud customers can leverage identity management solutions such as Oracle Identity Cloud Service (IDCS) to simplify the administration of users and passwords. CPQ Cloud’s integration features simplify the implementation of identity services for Enterprise customers by allowing customers to delegate user management activities such as user creation, activation, revocation, and password management for host company users to IDCS or other Identity Service providers.

The following enhancements are available in Release 18D:

Oracle Engagement Cloud Integration Enhancement

The CPQ Cloud - Oracle Engagement Cloud (previously known as Oracle Sales Cloud) integration enables sales representatives to manage quotes and orders from accounts and opportunities, finalize pricing and proposals in CPQ Cloud, update opportunity revenue with quote lines for accurate forecasting, and access proposal documents from within Engagement Cloud. All user interactions are initiated and controlled by Engagement Cloud and CPQ UIs display as embedded iFrames within the Engagement Cloud application.

CPQ Cloud Release 18D provides an easier, more efficient method to return users to Oracle Engagement Cloud. Beginning in Release 18D, administrators can use the new Close Parent Window destination option for Commerce Modify actions to close the current embedded Transaction and return the user to the parent site. Using this method provides the following benefits:

Subscription Ordering Enhancements

Companies use Subscription Ordering, often referred to as Asset Based Ordering, to sell tangible assets or subscriptions for services delivered over a period of time. Sales users can create, modify, suspend, resume, renew, and terminate asset-based products in CPQ Cloud. They can also reconfigure an asset or create a follow-on order that modifies an order that was previously quoted in CPQ Cloud.

The following enhancements are available in Release 18D:

Differentiate

The following CPQ Cloud Release 18D enhancements pioneer the next generation selling platform:

General Configuration Enhancements

CPQ Cloud Release 18D provides a "Bulk Table Lookup" recommendation rule action type. Administrators can use this new action type to streamline the Configuration process by applying Configuration attribute value changes based on content in a Data Table column. The "Bulk Table Lookup" action type is available for all recommendation rules. When using a "Bulk Table Lookup" recommendation rule, the attribute variable name, attribute value, set type, and messaging can be provided dynamically.

System Configuration Enhancements

System Configuration refers to the manner in which customers use CPQ Cloud to configure and bundle the product or set of products they wish to sell using a group of related models that together define an entire system. A system is a hierarchical arrangement of connected configurable models with a system root containing all of the other models.

As part of continuing improvements to System Configuration, the following enhancements are available in Release 18D:

Customer Requested Enhancements

CPQ Cloud Release 18D introduces the following customer requested enhancements: